Review agency financial performance
Connect booked results, plan, Book movement, retention, and AMS-to-ledger reconciliation without collapsing their different reporting bases.
Take the financial performance tourGuided product tours
Start with an agency question. Continue into the matching demo.
Each guide explains one operating review in searchable, standalone language, then opens the relevant fictional Keelridge surface under the role that would use it. The demo is read-only and uses synthetic agency data.
Available tours
Three connected ways to inspect the current product.
Measure account manager performance
Review responsibility, retention, genuine gains and losses, retained-book movement, rounding, and supported commission as coaching evidence.
Take the account manager performance tourAnalyze agency retention
Follow one opening cohort, compare client, premium, and commission retention, and inspect the monthly movement behind the headline rates.
Take the retention analysis tourA real product, fictional records
Explore without exposing a client agency.
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.
Explore the live demo