Keelridge

Founding Agency Program

Help shape the agency performance companion.

Keelridge is preparing a limited, paid design-partner program for independent agencies willing to use the product in real monthly operations and help make it repeatable.

Explore becoming a founding agency

Up to three additional agencies · participation begins with a fit conversation

FOUNDING COHORT · PLANNEDLimited
01
High-touch implementationSource mapping, validation, configuration, and the first operating review
02
Four months of real useOwner review plus a small account-team participant group
03
Structured feedbackTwo working conversations each month—not passive beta access
04
Discounted founding ratePaid participation with a continuing-rate lock if the agency remains

A design partnership

A fair exchange for agencies that want to participate early.

Founding agencies receive close access to the founder, a discounted implementation, and meaningful influence over the core operating workflow.

In return, they commit to real usage, recurring source files, an owner sponsor, account-team participation, and direct feedback about what is wrong, unclear, missing, or duplicative.

KEELRIDGE PROVIDES

A working operating review.

  • Founder-led source and workflow mapping
  • Configuration for the agreed source package
  • Owner and selected account-team access
  • Two structured feedback sessions each month
  • Priority consideration inside the core product boundary
  • A discounted founding rate during the program
THE AGENCY PROVIDES

Real use and honest evidence.

  • An owner or senior operating sponsor
  • Recurring AMS and accounting files on schedule
  • Two or three account-team participants
  • Use during real monthly agency operations
  • Direct reporting of defects and workflow friction
  • Two structured feedback sessions each month

The planned shape

Small cohort. Defined commitment.

The commercial terms are confirmed privately after source and fit review. Keelridge is not publishing a universal price before the pilot economics are understood.

COHORTUp to 3 additional agencies
PROGRAM4 months
PRICEPaid, discounted founding rate
USERSOwner sponsor + small account-team group
ACCESSFit review before acceptance
CONTINUATIONFounding-rate lock if the agency continues

Who fits

Built first for agencies with enough complexity to need an operating layer.

STRONG EARLY FIT
  • Owner-led independent P&C agencyThe owner remains close to performance and operating execution.
  • Several account-team rolesBook ownership and renewal work cannot live only in one person's memory.
  • Recurring reports are availableThe agency can provide an agreed AMS Book and accounting package.
  • Monthly review is manualSpreadsheets, exports, or people are required to reconstruct the answer.
NOT AN EARLY FIT
  • Seeking an AMS replacementKeelridge does not own policies, service history, or insurance transactions.
  • Requires universal live integrationThe initial path uses governed recurring files and narrow supported sources.
  • Wants autonomous customer communicationPeople remain responsible for licensed decisions and outbound communication.
  • Needs enterprise procurement todayCompleted enterprise controls and broad integration proof are not yet available.

Before external onboarding

Four gates protect the agency and the product.

Conversations can begin now. Access begins only when the relevant evidence is ready.

  1. 01 · SECURITYRole and database boundaries verified
  2. 02 · ONBOARDINGSource intake and monthly refresh repeatable
  3. 03 · AGREEMENTCommercial, data, support, and exit terms written
  4. 04 · BASELINECurrent pilot value and operating costs measured

What participation does not mean

Design influence is not unlimited custom development.

The program refines owner performance, My Book, renewals, rounding review, New Business visibility, and the monthly operating close. It does not include building a custom CRM, replacing the AMS, adding every integration, operating a call center, or automating licensed decisions.

No participant is required to provide a testimonial, referral, public logo, or case study. Those are separate choices made only after demonstrated value.

Program questions

Clear expectations before the first conversation.

Is this a free beta?

No. The Founding Agency Program is intended to be a paid design partnership at a discounted founding rate. Payment tests whether Keelridge solves a real business problem, while the discount recognizes the product's active pilot stage and the agency's feedback commitment.

How many agencies will participate?

The first cohort is planned for no more than three additional agencies after the current pilot. A small cohort protects implementation quality and keeps the feedback useful.

What does the agency need to contribute?

A participating agency needs an owner-level sponsor, recurring AMS and accounting files, a small account-team group, real monthly use, and two structured feedback conversations per month.

Does participation require a testimonial or public logo?

No. A testimonial, referral, logo, public naming, or case study would require separate permission after Keelridge has created real value.

Can an agency join immediately?

Not automatically. Every agency begins with a fit and source conversation. External onboarding starts only after Keelridge's security, repeatable onboarding, agreement, and current-pilot measurement gates are complete.

Start with fit, not a signup form

Show us how your agency reviews performance today.

The first conversation maps the reports, people, questions, and workflow behind the agency's monthly operating review. It is not a commitment to participate.

Explore becoming a founding agency