Insurance M&A management platform
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Select an acquisition to import all carriers, codes, and contacts into Code Management for .
{acquisitionName}
{dateAcquired}
{previousOwner}
{newOwner}
{fein}
Upload an Excel file (.xlsx or .xls) with the following columns:
Note: The first row should contain column headers.
Enter your Firebase configuration to enable cloud data storage and sync. Get your config from Firebase Console
ā ļø Important: All keys must be quoted with double quotes. Include "storageBucket" to enable logo uploads. Without Firebase, data is saved only to your browser's localStorage.
Enter your Azure AD Client ID for Outlook integration. Get from Azure Portal
Connect your Outlook account to send and receive emails directly from this application. This will allow you to:
Note: You'll be redirected to Microsoft to authorize this application.
Tip: If sync isn't finding your emails, try clicking "Reset Sync Date" then "Sync Emails" again.
Recommended: Use a public URL so your logo displays correctly in sent emails.
https://your-project.web.app/assets/logos/your-logo.svghttps://username.github.io/repo-name/assets/logos/your-logo.svgš” Logo URL is saved automatically as you type
Save your acquisitions and activities to a file, or import from a previous backup.
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