Keelridge Reviews & Product Details

Keelridge is monthly management analytics for independent insurance agencies, built to work alongside the agency management system (AMS). Agencies already have good reports in their AMS and accounting system, but questions such as whether book growth is turning into profit sit in neither, so someone assembles the answer by hand before each leadership meeting. Keelridge does that assembly from the reports those systems already produce, the same way each time. Each month opens with a one-page Monthly brief: how the month went and what to decide at the leadership meeting. Behind it, owners see how much book growth came from rate and exposure rather than new clients, compare client, premium and commission retention, review P&L, EBITDA, cash and plan with GL drill-downs, and ask the Keelridge Assistant follow-up questions with answers linked to their figures. Owners, managers and account teams each see the views their role needs. Keelridge is working with a small group of design partners: free until February 15, 2027.