Management analytics for independent insurance agency owners.

See what changed.
Know what needs attention.

Keelridge brings financial, book and team performance together, surfaces meaningful changes, and gives you the evidence to decide where to focus.

Book an owner walkthrough Explore the demo

See the complete product

Inside one agency reviewFICTIONAL DEMO

Revenue to EBITDA waterfall in the fictional owner P&L

Swipe to inspect · Open full capture

Owner · YTD through August 2026 vs YTD through August 2025

Owner view. Follow revenue through expenses to operating profit, then inspect the underlying GL.

Open this view in the demo

Understand the agency as a business

One management review.
The questions that belong together.

The reports may already exist, but someone still has to assemble the management picture. Bring financial results, book performance and team evidence into one review, then investigate the next question without starting over.

01 · FINANCIAL PERFORMANCE

Is revenue turning into profit?

Review expenses, operating profit and EBITDA. Compare with plan, examine cash, and follow acquired-book economics.

Inspect financial performance

02 · BOOK PERFORMANCE

Is the book growing—or just moving?

Separate customer arrivals and departures from retained-book change. Classify arrivals before calling them genuine growth. Review four retention views, mix and concentration.

Inspect book performance

03 · TEAM PERFORMANCE

How are assigned books developing?

Review retention, genuine growth and rounding by responsibility. Bring evidence and context to coaching conversations.

Inspect account-team performance

The Keelridge Assistant

Ask your agency a question.

Go from a management question to the relevant figures without hunting through reports.

Ask about financial, book or assigned-team performance in plain English. Keelridge retrieves figures from your authorized agency data and connects the answer to the evidence.

Start with the business question. Compare financial periods, review retention, or investigate an assigned book.
Follow the evidence. See the figures, reporting period and source behind the answer.
Investigate with control. The Assistant respects access permissions and investigates read-only, leaving source records untouched.

Evaluate the Assistant in a walkthrough

Keelridge Assistant FICTIONAL AGENCY · OWNER

“Are we more profitable, or just generating more revenue?”

You’re more profitable, not just bigger.

Year to date through August 2026, revenue is up 16.0% (+$87k) to $633,150, but expenses rose only 5.3% (+$27k) to $528,425.
Operating profit: $104,725, against $44,237 in the same months of 2025.

Costs grew more slowly than revenue, so operating margin improved.

EVIDENCE · QUICKBOOKS GL

YTD through August 2026 vs YTD through August 2025.
Recorded revenue and expenses; derived operating profit.

Open the corresponding P&L in the demo

Recorded example from the fictional Keelridge Demo Agency. Try the live Assistant during a walkthrough.

Alongside your systems

Your systems record the business.
Keelridge assembles the management view.

Book records, accounting and plans each tell part of the story—even when they live in the same platform.

01 · SOURCES

Start with the agency’s records.

Supported AMS Book and accounting reports are mapped, checked and confirmed. Source dates remain visible.

02 · DEFINITIONS

Compare on a consistent basis.

Keep opening-cohort retention, genuine growth, booked income and commission earning power distinct.

03 · MANAGEMENT

Surface, investigate, decide.

See meaningful changes highlighted, open the underlying numbers, and use evidence-linked answers to decide where management should focus.

Periods, definitions, source evidence and permissions stay attached to the review. Your AMS and accounting records remain authoritative.

See how it works

Built with design partners

Bring your agency’s management questions.

Built alongside D.C. Ranieri Insurance Agency.

Walk through the financial, book and team evidence with us. Try the Assistant on the questions that matter to you, and see whether Keelridge fits your agency.