Review the whole agency.
Financial results, book economics and team performance support the owner’s management review. Commission, payout and profitability analysis stays executive-only.
The Keelridge product
One agency.
A connected management review.
Understand financial results, book performance and the development of assigned books. See the meaningful changes that deserve attention, then ask Keelridge about the underlying evidence.
01 Review the numbers
→
02 Investigate a question
→
03 Decide where to focus
Financial performance
See what is driving the financial result.
Follow revenue through expenses to operating profit and EBITDA. Open the accounts behind a change, compare the same periods, and test how the result fits the plan.
- Are expenses growing faster than revenue?
- How are we performing against budget?
- What cash remains after configured reserves and commitments?
- What is the acquired book contributing after amortization and interest?
Book performance
Understand the book behind the revenue.
A larger closing book does not explain how it grew. Separate real arrivals and departures from changes on retained customers, then examine the durability and concentration of the book.
- Client, premium and commission retention, plus the distinct renewal rate.
- Genuine growth, new business, losses and retained-book movement.
- Carrier and customer concentration, mix and renewal behavior.
The first three retention views weight the opening customer cohort. Renewal rate compares current renewed-line commission with opening-book commission.
Open the retention demo Take the retention review tour
Team performance
See how assigned books are developing.
Review how assigned books retain relationships and develop over time. Read genuine growth, gains and losses, and rounding alongside current responsibility and the history of the book.
- Compare each person’s trend over a consistent period.
- Keep transfers and acquired books distinct from genuine growth.
- Move from the team view into an individual’s book evidence.
Use that evidence to decide where support or coaching belongs.
Book metrics support judgment alongside workload, service quality and role expectations. They do not prove one person caused an outcome or produce an automatic employee score.
Open the team demo Take the account-team performance tour
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.
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.
Recorded example from the fictional Keelridge Demo Agency. Try the live Assistant during a walkthrough.
One product, appropriate access
One agency context.
Different views for different responsibilities.
Ownership, managers and account teams work from the same agency evidence within their permissions. People decide what to investigate and what follow-through is needed.
Review the assigned team.
Use team retention, growth, rounding and premium to prepare a coaching conversation. Investigate direct reports within the permissions available to that manager.
Work from their own book.
My Book brings together own-book performance, renewal priorities and account-development evidence. Authoritative policy and client work stays in the AMS.
Open My Book in the demoAlongside your systems
Your systems record the business.
Keelridge assembles the management view.
Your systems may each have useful reports. Keelridge assembles the management view and supports follow-up questions without rebuilding the report packet. Book and accounting records can live in the same platform.
Start with the agency’s records.
Supported AMS Book and accounting reports are mapped, checked and confirmed. Source dates remain visible.
Compare on a consistent basis.
Keep opening-cohort retention, genuine growth, booked income and commission earning power distinct.
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 worksBuilt 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.
Read the design-partner pilot terms