Review agency financial performance
Review profit and plan, then investigate Book movement, retention and booked P&C commission vs same-window Book earning power before deciding where management should focus.
Take the tour →Resource library
Find the answer you need.
Explore the questions that come up when running an independent insurance agency, from financial results and book performance to assigned-team evidence. See how Keelridge brings that evidence into one management review, with tools and explanations for the questions behind it.
Review account-team performance
See how assigned books are retaining and developing. Read genuine growth, movement and rounding alongside transfers and other context, then decide where support or coaching belongs.
Take the tour →Analyze insurance agency retention
Review which relationships stayed, compare four distinct views and investigate monthly movement to decide where attention is needed.
Take the tour →Review renewal premium changes
See where renewal work is building, surface material current-versus-prior-term premium changes and keep review context with the renewal so the responsible person can decide what deserves follow-through.
Take the tour →Track genuine new business
Review open work, wins and losses, then investigate later Book arrivals and decide where the team needs attention.
Take the tour →Compare Book earning power with booked commission
Compare booked P&C commission vs same-window Book earning power. Keep growth to the selected snapshot separate and the signed Timing & unexplained difference visible. Attribute causes only when evidence supports them.
Take the tour →Retention rate calculator
Calculate client, premium, and annual recurring-commission retention from your own figures. The arithmetic stays in your browser.
Open the resource →Book movement calculator
Bridge opening to closing annual premium through customer departures, arrivals and derived change on retained customers. Arrivals need classification before being treated as genuine growth.
Open the resource →Insurance agency metric definitions
Match management questions to retention, Book movement, booked P&C commission vs same-window Book earning power and role-aware team evidence.
Open the resource →Did my insurance agency acquisition pay for itself?
Review an insurance agency acquisition after closing: track whether the acquired Book remains, what it earns, debt and accounting costs, and estimated payback.
Read the note →Did my insurance agency grow, or did premium rates just increase?
Separate insurance agency customer growth from retained-book premium change, losses, remarkets, acquisitions, and transfers using dated AMS Book snapshots.
Read the note →Should an insurance agency remarket every large renewal premium increase?
Learn how insurance agencies can review large renewal premium changes without turning every threshold alert into automatic remarketing.
Read the note →What should an independent insurance agency owner review every month?
Build a monthly insurance agency performance review from AMS book data and accounting results, covering profit, retention, growth, renewals, and follow-up.
Read the note →How should an insurance agency measure account manager performance?
Measure account manager performance through retention, genuine growth, retained-book movement and rounding, with transfers, workload and service context.
Read the note →Why doesn't my commission income match my P&L?
Why insurance Book earning power and booked P&C commission differ—and how to compare the same scope-month window without forcing a false tie-out.
Read the note →What is the difference between premium retention and client retention?
Premium retention weights an opening customer cohort by premium; client retention counts each customer once. Learn what the gap between them reveals.
Read the note →Why does my new business number look better than my growth?
Learn why moving an existing client to another carrier can inflate new business and churn—and how to separate genuine growth from book movement.
Read the note →No exact match.
Try a broader term, reset the search, or send the agency question directly.
Inspect the product
Follow the question into the evidence.
The guided tours connect a management question to the relevant evidence and role-aware views in a fictional, read-only agency. No signup or agency files are required.