Keeper is an AI bookkeeper for your personal book of business. Write one line the way you'd tell a friend — it parses the policy, runs your advance to the dollar, and chases every effective date, draft and commission until you confirm it.
No spreadsheet. No agency dashboard watching you. Nothing saved until you say save.
Compensation is calculated in code from your own carrier rates — never guessed by a model.
“Sold a term to Darnell, Transamerica, 86 a month.” Missing something? Keeper asks for that one field and nothing else.
The AI proposes, you approve. Nothing is written until you tap Save, and every change lands in an audit trail with who reported it and when.
Pre-effective, effective, draft confirmation, commission confirmation. Move a date and the obsolete reminders die with it.
“What drafts this week?” “What's my AP this month?” “Who hasn't paid me?” Answers come from your Book, not a guess.
Pick a prompt or type your own. Read-only questions answer instantly; anything that would change a record comes back as a proposal you approve first.
Set your comp rate and split per carrier and product once. Keeper does the arithmetic in code — the same four formulas, every time, with no model anywhere near your money.
Estimated until you confirm the deposit. Keeper labels every unconfirmed dollar as an estimate — so your pipeline never lies to you.
Not a leaderboard. Not an agency CRM. An attention queue for a book of one.
| Client | Carrier / product | Premium | Effective | Status | Commission | Advance est. |
|---|---|---|---|---|---|---|
| Bruce Kelleher | Mutual of Omaha · IUL | $305/mo | Aug 1 | Needs confirmation | Not expected yet | $1,647 |
| Darnell Pryor | Transamerica · Term | $86/mo | Jul 28 | Awaiting effective | Not expected yet | $619 |
| Yesenia Cabral | Americo · FEX | $134/mo | Jul 30 | Awaiting effective | Not expected yet | $965 |
| Alma Ruiz | Foresters · Whole life | $168/mo | Jun 12 | In force | Not paid — 41 days | $1,208 |
| Tony Villaseñor | F&G · IUL | $131/mo | Jun 24 | In force | Awaiting confirmation | $940 |
| Keisha Boyd | GTL · FEX | $68/mo | Jul 2 | Needs confirmation | Awaiting confirmation | $486 |
| Marcus Enright | Americo · Term | $100/mo | Jul 9 | In force | Confirmed paid | $722 |
| Priya Raman | Ethos · Term | $54/mo | Aug 11 | Submitted | Not expected yet | $389 |
Every operational status is agent-reported — Keeper shows who reported it and when. No carrier verification is implied.
CSV export on any plan, any day — including the day you cancel. Delete your account and it's gone for good.
Row-level isolation means your policies are visible to you and nobody else. No agency roles, no leaderboards, no upline view.
No SSNs, no banking details, no medical answers, no application documents. A Book of your production — nothing more.
Everything. Unlimited policies, unlimited AI entries, all reminders, CSV export.
Start free trialThe same product, billed once. Roughly half a term policy's advance for a whole year of never losing a commission.
Start free trialLifetime access for the first hundred agents who help us build it. Direct line to the founder.
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