Carrier Canvas gives insurance companies a single place to track acquisitions, manage carrier relationships, and streamline M&A workflows from start to finish.
From initial outreach to signed contracts, Carrier Canvas keeps your acquisition pipeline organized and moving.
Track every carrier acquisition through each stage of the M&A process. Assign owners, set priorities, and never lose track of a deal.
Manage state offices, agent codes, and carrier relationships across all your locations — with real-time sync across your entire team.
Upload and organize acquisition documents, contracts, and carrier materials — all stored securely in the cloud and linked to each deal.
Log calls, emails, meetings, and milestones for every acquisition. Build a complete history of every carrier relationship.
Invite your team to a shared workspace. Everyone sees the same data, in real time, from any device.
Sign in with your Microsoft work account. Data is isolated per organization — your carriers never mix with another company's.
Sign in with your Microsoft account and get started in minutes.
Open Carrier Canvas →