Keelridge

How it works

From agency reports to a working review.

During setup, Keelridge maps your agency, source files, definitions, and roles. After that, agency staff upload the supported book-of-business and accounting reports whenever they are available. Keelridge validates each file before the views refresh.

Explore the live demoReview pilot requirements
1
IMPLEMENTATION

Map the agency

Identify the recurring sources, fiscal definitions, GL classifications, role-to-Book assignments, benchmark tier, and assumptions behind the review.

  • Source and definition inventory
  • Initial data validation
  • Role and Book mapping
  • Owner review and training
2
EACH UPLOAD

Stage and validate the files

Agencies may upload supported reports as often as they have them. Keelridge checks type, period, row shape, freshness, and anomalies before the data is accepted into reporting. A monthly close is a common review rhythm, not an upload limit.

  • AMS Book snapshot
  • Accounting income and expense report
  • Visible period and freshness
  • Failure and exception review
3
ROLE VIEWS

Refresh the approved views

Owners use Agency Performance. Account managers use My Book. Pilot setup confirms which roles and Book assignments are in scope before those views are released.

  • Agency Performance for owners
  • Approved manager scope
  • Account-manager My Book
  • Read-only analytic questions
4
SYSTEM HANDOFF

Return to the authoritative record

Keelridge can identify work and prepare context. Policy, client, service, billing, claim, and transaction activity remains in the AMS or accounting system that owns it.

  • No second policy master
  • No parallel E&O notes
  • No autonomous coverage decisions
  • No live AMS write-back today

Current pilot scope

Precise about what exists today.

The product will change. These boundaries keep the current story honest.

AreaCurrent behavior
Source intakeManual recurring AMS and accounting files, staged and validated before reporting
AMS supportMultiple AMS systems can be supported when a usable book-of-business export can be mapped and validated during setup
AccountingIncome and expense reports are mapped into a governed chart; the source and file shape are validated during setup
Product actionsAnalysis, review state, and human-owned workflow; no live AMS write-back
Analytic assistantRead-only, authorized metrics, numeric validation, and links to the owning view
Document knowledgeNot available in the live pilot until an approved corpus is indexed and role-tested
AvailabilityPaid pilot conversations are open; onboarding follows a fit and readiness review.

Implementation and platform

Setup once. Upload and refresh as the agency needs.

Keelridge is opening a limited three-month pilot for independent P&C agencies, with founder-supported implementation.

Implementation maps the supported source package, definitions, roles, and first validated period. Agency staff then operate the recurring uploads, while Keelridge provides support and preserves the agreed model.

Start with the source package

See whether your reports fit the current path.

The pilot requires a usable book-of-business export from your AMS and income statements from your accounting system. Exact report layouts are mapped and validated during setup.

Review the pilot