Review agency financial performance
Connect booked results, plan, Book movement, retention, and Book-to-ledger reconciliation in one monthly review.
Take the tour →Resource library
Start with the agency question you are trying to answer.
Search the public Notes, guided product tours, calculators, and metric reference. Every result is available without a form; tours continue into the fictional, read-only Keelridge demo.
Measure account manager performance
Use retention, genuine movement, rounding, and commission contribution as coaching evidence without a public leaderboard.
Take the tour →Analyze insurance agency retention
Follow one opening cohort and compare client, premium, and commission retention with the movement behind the rates.
Take the tour →Review renewal premium increases
Forecast renewal load, find material prior-term changes, and carry follow-up back to the AMS.
Take the tour →Track genuine new business
Follow opportunities through bound or lost and compare resolved activity with actual AMS Book arrivals.
Take the tour →Reconcile AMS commission with the GL
Compare Book earning power with booked income while keeping modeled rates, growth, and unexplained differences visible.
Take the tour →Retention rate calculator
Calculate client, premium, and policy retention from your own figures. The arithmetic stays in your browser.
Open the resource →Book movement calculator
Bridge opening to closing annual premium through lost customers, gained customers, and change on retained customers.
Open the resource →Insurance agency metric definitions
Check the selected formulas, sources, and interpretation boundaries used by the public tools and product explanations.
Open the resource →Did my insurance agency grow, or did premium rates just increase?
Separate insurance agency customer growth from retained-book premium change, losses, remarkets, acquisitions, and transfers using dated AMS Book snapshots.
Read the note →Should an insurance agency remarket every large renewal premium increase?
Learn how insurance agencies can review large renewal premium changes without turning every threshold alert into automatic remarketing.
Read the note →What should an independent insurance agency owner review every month?
Build a monthly insurance agency performance review from AMS book data and accounting results, covering profit, retention, growth, renewals, and follow-up.
Read the note →How should an insurance agency measure account manager performance?
Measure insurance account manager performance through retention, book movement, rounding, and commission—without mistaking an inherited book for success.
Read the note →Why doesn't my commission income match my P&L?
Why insurance Book earning power and booked P&C commission differ—and how to compare the same scope-month window without forcing a false tie-out.
Read the note →What is the difference between premium retention and client retention?
Premium retention weights an opening customer cohort by premium; client retention counts each customer once. Learn what the gap between them reveals.
Read the note →Why does my new business number look better than my growth?
Learn why moving an existing client to another carrier can inflate new business and churn—and how to separate genuine growth from book movement.
Read the note →No exact match.
Try a broader term, or send the agency question directly.
Inspect the product
Continue from the explanation into a working agency view.
The guided tours open the matching page in a fictional Keelridge agency under the role that would use it. No signup or agency files are required.