Start with the management question.
Connect financial, book and team evidence to what the owner needs to understand: what changed, what deserves attention and where to focus.
Keelridge Software
Built around the agency owner's questions.
Keelridge is management analytics for independent insurance agency owners. Financial, book and team performance come together so management can start from evidence, without assembling the picture by hand.
Built alongside D.C. Ranieri Insurance Agency.
John's background spans scientific research, regulated biotechnology and product strategy. He combines that background with hands-on strategy and product work alongside D.C. Ranieri Insurance Agency, grounding Keelridge in the management questions independent agency owners and teams face.
View John on LinkedIn →Why Keelridge exists
The reports exist. Understanding still takes work.
An agency can have useful reports and still need someone to assemble the management picture by hand: collect the pieces, reconcile what they mean and explain what changed. A follow-up question can start the work again.
Keelridge gives that recurring review a consistent starting point across financial, book and team performance. The aim is to spend less of the management conversation assembling the picture and more of it investigating the evidence and deciding where to focus.
How we build
One agency context.
Different views for different responsibilities.
The management review should connect to the people who use the evidence. Shared sources and definitions give that work a common foundation, with access suited to each responsibility.
Keep answers connected to evidence.
The Keelridge Assistant supports investigation of authorized figures. Source periods and definitions help people understand what an answer means.
Match context to responsibility.
Owners review agency economics. Managers and account teams work within their scope. People make decisions and own the follow-through.
Your AMS and accounting records remain authoritative. Keelridge adds management context alongside them.
Design-partner stage
Built with design partners. Supported by the founder.
The Keelridge Pilot is a limited, paid three-month program for independent P&C agencies. It tests how the management review fits real agency work and what it takes to implement well.
Pilot setup and support are founder-led, so agencies work directly with the person responsible for the product and implementation.
See pilot terms and pricing →01Agreed source and role scope
02Real management-review use
03Kickoff, midpoint and conclusion feedback
04Readiness review before onboarding
Start with your agency
Bring the questions you need to answer.
Book a 30-minute owner walkthrough using fictional agency data. Bring the management questions you want to answer; no agency files are needed for the conversation.
Follow Keelridge on LinkedIn →