Drop your Book of Business file here

Or click to choose it — the .xlsx you downloaded from your carrier's agent site. Have several? Start with one; you can add the rest once it's open. Already have a master Excel file from this tool? Drop that in instead and your whole book comes back, on any computer.

Nothing leaves your computer. This page reads your file in your own browser — it is never uploaded and nobody else can see it. Anything you add under Client Info is saved in this browser, on this computer only.