Keel Book · for brokers

Your whole book, live.

Every client, plan year, and enrollment funnel on one screen, with Amanda flagging what needs your attention. The widest-angle view of your business.

The view your broker wishes they had.

Book gives your broker a live picture of your plan year and enrollment, so nothing slips between renewals. A benefits team that is actually watching.

app.keel.com/book
Keel Book
Your book of business
Keystone Benefits Group · Broker of Record · 18 active clients
Amanda
AmandaWatches your book
Amanda
Your book is at 2,140 lives across 18 clients, up 6 this quarter. Three renewals need attention, and Harbor and Northwind are lagging on enrollment. Here is where to spend the week.
3 renewals at riskBook up 6 this quarter
Clients
18
+6 this quarter
Lives enrolled
2,140
across the book
Avg participation
74%
+9 pts YoY
Voluntary booked
$0
you, as BOR
Clients book growing
Sort
ClientLivesEnrollmentVoluntaryRenewal
Showing 6 of 18 clients · click a client to expand its detail
Illustrative. Example book, representative figures, not real client data.
More than a dashboard

Keel is your digital enrollment firm.

Broker of Record

We run the enrollment. You stay the broker of record.

Keel Insurance Services, LLC is a licensed insurance producer. Keel runs the enrollment end to end and books voluntary lines as the Broker of Record, sitting alongside you, never in front of you. Your clients, your relationship, a real enrollment operation behind it.

The specifics of how we work together are a conversation we have with you directly, not a number on a marketing page.

Licensed insurance producerA real producer entity, not a software vendor pretending to be one.
Runs the enrollment for youAmanda staffs the enrollment so your team does not have to.
Books voluntary as BORVoluntary lines get enrolled and serviced, adding depth to every group.
Why it's different

Not a CRM you hand-update.

The old way

An AMS and a stack of spreadsheets.

Data is whatever someone last typed in, often stale.
No view of who is actually enrolling, or stuck.
Renewals sneak up because nothing flags them.
You react to fires instead of seeing them coming.
With Keel

A live portfolio that watches itself.

Every number is live, straight from the platform.
Per-client funnels show exactly who is stuck.
Amanda flags renewals and risk before they bite.
You manage a bigger book without dropping a ball.
By the numbers

Your whole book, in one glance.

1 screen
Every client, live
0
Spreadsheets to hand-update
Proactive
Risk flagged before renewal
Grows
As you add clients
Better together

Every product reports up to here.

Book is the aggregate. The whole suite feeds it, so the top-down view is always true.

Keel Pulse
Drills into a client
Click any client and Pulse opens its live enrollment analytics, the why behind the number.
Keel Enroll
Fills the funnels
Every funnel bar on the board is real, signed enrollments flowing in from the field.
Keel Onboard
Grows the roster
A new client provisions and lands on the board the same afternoon you sign them.
Questions

The details.

Is the data really live?
Yes. Book is not a report you export or a CRM you keep current by hand. Every client's lives, enrollment funnel, and renewal status come straight from the platform the moment they change. The number you see is the number, not last month's snapshot.
What does Amanda flag?
Renewals coming due, clients whose enrollment is lagging, groups with a participation drop, and opportunities to add voluntary lines. She surfaces what needs your attention across the whole book and tells you why, so your week is spent on the clients that actually need you.
How does the enrollment-firm model work?
Keel Insurance Services, LLC is a licensed producer. Keel runs the enrollment for your clients and books voluntary lines as Broker of Record, alongside you. You stay the broker on the core lines and own the relationship. The exact way we partner on any given group is a direct conversation, not a marketing-page number.
Can I take on more clients with this?
That is the point. Because enrollment is run for you and the whole book watches itself, a lean team can manage far more groups without dropping the small ones. Book is what lets you grow the roster, the proof of that growth is right on the screen.
Keel Book

See your whole book.
Then grow it.

See a live portfolio command center, with the enrollment run for you, end to end.

Get a demoTry it yourself · 90 sec