Guided product tours
See how Keelridge brings financial, book and team evidence into one management review. Each tour follows a management question: review what changed, investigate the evidence and decide where to focus, with the context each responsibility needs. Demo records are fictional.
Review profit and plan, then investigate Book movement, retention and booked P&C commission vs same-window Book earning power before deciding where management should focus.
Take the tour Review agency financial performanceSee how assigned books are retaining and developing. Read genuine growth, movement and rounding alongside transfers and other context, then decide where support or coaching belongs.
Take the tour Review account-team performanceReview which relationships stayed, compare four distinct views and investigate monthly movement to decide where attention is needed.
Take the tour Analyze insurance agency retentionSee where renewal work is building, surface material current-versus-prior-term premium changes and keep review context with the renewal so the responsible person can decide what deserves follow-through.
Take the tour Review renewal premium changesReview open work, wins and losses, then investigate later Book arrivals and decide where the team needs attention.
Take the tour Track genuine new businessCompare booked P&C commission vs same-window Book earning power. Keep growth to the selected snapshot separate and the signed Timing & unexplained difference visible. Attribute causes only when evidence supports them.
Take the tour Compare Book earning power with booked commissionA real product, fictional records
The screens come from the live Keelridge Demo Agency. Role-aware links choose the appropriate read-only persona and take you directly to the page explained in each guide.