- The reports exist. The answer still takes work.Someone has to bring financial results, book performance and assigned-team evidence together before the management conversation can start.
- A follow-up question starts another round.Understanding why a result changed sends someone back to the underlying reports.
- Different people need different context.The owner needs the agency view; managers and account teams need evidence and priorities within their responsibilities.
Keelridge Pilot · design partners
Three months of Keelridge for $1,600.
Use your agency's reports in one review of financial, book and team performance. Test whether Keelridge helps you see what changed, investigate the evidence and decide where to focus.
Founder-led setup, supported history and agreed role-based access.
Pilot conversations are open; onboarding follows a readiness review
The walkthrough uses fictional agency data. Prefer email? founder@keelridgesoftware.com
THREE-MONTH PILOT · FIXED TERMSLimited enrollment
01
$1,000 setupYour management questions, supported reports, roles, history and first validated review
02
$200 per monthThree months of platform access, agreed-source processing, product updates and support
03
Unlimited users in the agreed rolesNo seat fee during the pilot.
04
Feedback requiredConversations at kickoff, midpoint and conclusion
$1,600 total initial commitment. The pilot does not renew automatically. Any continuation is presented before the three months end.
Is this the right next step?
Start with the review you want to improve.
The pilot is for owner-led independent P&C agencies whose management picture still has to be assembled by hand from reports, spreadsheets and people.
- Can the review start from shared evidence?Compare financial, book and team performance using consistent definitions and visible reporting periods.
- Can you investigate the next question?Use the Keelridge Assistant for supported questions, then follow its figures back to the evidence.
- Does the context help the team?Try the agreed manager and account-team views in real work. Identify what is useful, unclear or still missing.
The pilot agreement
Agree the scope. Set it up together.
Before accepting payment, we define the supported sources, roles, workspaces and feedback rhythm. The pilot includes implementation, agreed configuration and product support. Bespoke reports, workflows or integrations require a separate scope.
The records and people behind the review.
- An owner or senior operating sponsor
- Usable book-of-business export from your AMS
- Usable income statements or approved accounting reports
- The usable report history you want included
- Agency definitions, roles and book assignments
- An engaged setup contact and practical feedback
A management review set up for your agency.
- Owner management review across financial, book and team performance
- The Keelridge Assistant for authorized supported questions
- Assigned-team manager views and My Book for account teams, within the agreed scope
- Human-owned Opportunities for New Business tracking, where enabled
- Agency-operated uploads and refreshes after setup
- All usable history of the supported reports you provide
- Unlimited users in the agreed roles
- Founder-led implementation and support
The written agreement defines the AI usage allowance and hard cap. Additional usage pauses unless you approve the stated overage rate and additional amount in writing. The pilot price is introductory; continuation terms are agreed separately.
Three months in agency use
Use it in the real review.
Work directly with Keelridge founder John Ranieri through setup and the feedback conversations.
- 01 · KICKOFF
Build the first review.
Map your management questions, validate the agreed reports and history, and confirm who needs each view.
- 02 · MIDPOINT
Examine what is useful.
Review the questions you can answer, the work that still needs manual assembly and how the agreed roles are using Keelridge.
- 03 · CONCLUSION
Decide what comes next.
Review fit, remaining gaps and any continuation proposal. There is no automatic renewal and no obligation to provide a public endorsement.
Agree optional sources before sharing them. Commission statements, acquisition documents and internal operating materials may add useful context where the agreed intake supports them. Optional sources and their data handling are defined in the written pilot scope. Document-grounded Q&A is not available in the current pilot.
Before onboarding
Confirm fit, sources and data handling.
We review your actual reports, agreed roles, security requirements and implementation scope before accepting the agency. Onboarding follows readiness review and a written agreement covering scope, data handling and exit terms.
Commission, profitability and payout figures remain restricted to executive roles. Your AMS and accounting records stay authoritative. The pilot supports management review and human-owned follow-through.
Review security and data boundaries →Pilot questions
Know the terms before committing.
What does the pilot cost?
The three-month pilot costs $1,000 for setup and $200 per month, or $1,600 total. Unlimited users in the agreed roles. No seat fee during the pilot. It does not renew automatically or create a long-term commitment. The written agreement defines the AI usage allowance and hard cap; additional usage pauses unless you approve the stated overage rate and additional amount in writing.
What data is required?
A usable book-of-business export from your AMS and usable income statements or approved accounting reports, whether produced within your AMS or a separate system. Eligibility depends on your actual reports: multiple AMS and accounting systems can be supported when their formats can be mapped and validated before acceptance. All usable history of the supported reports you provide is included. More than two years is useful for trends, but it is not a hard minimum.
Can our team update the review when new reports are ready?
Yes. After setup, authorized agency staff can upload supported reports whenever they are available. Keelridge validates each file, and a person reviews and confirms the update before the relevant views refresh. Source periods remain visible. This is a file-based workflow, not a live connection to your AMS or accounting system.
How is agency data used with AI?
Customer data is not used to train AI models. The Keelridge Assistant investigates supported financial, book and team questions using authorized figures and evidence links, read-only. It does not currently answer from uploaded agency documents. Optional document processing may use a configured frontier AI model. Before records are shared, Keelridge identifies the provider and applicable retention terms in the written pilot data-handling scope.
What feedback do you expect?
Use Keelridge in your agency's real management review and agreed team workflows. Tell us which questions it helps answer and what still needs to be assembled by hand. Attend feedback conversations at kickoff, midpoint and conclusion, and report access or data-quality concerns promptly. No testimonial, public logo, referral or case study is required.
Start with your management questions
See whether the pilot fits your agency.
Book a 30-minute owner walkthrough using fictional agency data. Choose a focus when booking so we can prepare the conversation; no agency files are needed. Meet with John Ranieri on Google Meet, then discuss your review and whether a pilot makes sense.
Prefer email? founder@keelridgesoftware.com. Describe the management question without sending confidential agency records.