Keelridge by Keelridge Software

• Agency financial performance and budget comparisons

• Client, premium, and annual recurring-commission retention

• Book movement: losses, arrivals, retained-customer change, and new business

• Role-scoped account-manager performance

• Renewal premium-change review and account-level worklists GL-to-AMS commission reconciliation

• Acquisition persistence and approximate earnback views Visible sources, periods, assumptions, and calculation limits

Agency performance analytics software for independent property and casualty insurance agencies

Agency leaders often have the required information but not a reliable way to assemble it. The numbers may be spread across monthly AMS Book exports, commission reports, income statements, budgets, and several account-manager views. Keelridge configures those recurring sources once, refreshes the review as new periods arrive, and preserves the source, period, assumptions, and limitations behind each measure. The result is a connected view of what changed, why headline measures differ, and which accounts or teams need human attention.

Keelridge includes a read-only analytic assistant that can explain authorized metrics, validate numbers, and link users to the owning product view. It cannot change source records, write back to the AMS, or make service or management decisions.

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