We're on a mission to revolutionize the insurance industry's M&A landscape. We understand the unique challenges faced by independent agents when it comes to buying, selling, and accessing a valuation of their books of business.

That's why we've built a digital marketplace dedicated to simplifying the process and unlocking new opportunities for growth and liquidity.

The majority of insurance agencies often struggle to access the same M&A resources and opportunities as larger firms. We saw an opportunity to level the playing field and empower these agents with the tools they need to thrive.

We're redefining what's possible for independent agents. Our platform leverages cutting-edge technology and deep industry expertise to provide a seamless, end-to-end solution for valuing, buying, and selling books of business.

At our core, we believe in the power of simplicity, trust, and access to opportunities. We've built our platform to make even the most complex transactions feel effortless, with intuitive tools and personalized support. We're committed to being a trusted partner, safeguarding sensitive information and providing the insights you need to make informed decisions.

Whether you're looking to grow your agency through strategic acquisitions or unlock the value you've built over decades, Milly Books has the tools you need to make the most out of your transaction.

At Milly Books, we're dedicated to empowering independent insurance agency owners at every stage of their journey. Whether you're considering retirement and looking to monetize the value you've built or a growth-minded entrepreneur seeking strategic acquisitions, our platform is designed with you in mind.

We're redefining what's possible for independent agents. Our platform leverages cutting-edge technology and deep industry expertise to provide a seamless, end-to-end solution for valuing, buying, and selling books of business.

Discover your agency’s value with the metrics that matter.

Milly Books' Book Valuation Engine empowers independent insurance agents with an unprecedented level of transparency and control over the valuation process. By seamlessly connecting to your agency management system or allowing you to upload your book of business, our cutting-edge analytics instantly unlock your agency's true market value, tailored to the latest industry conditions.

Whether you're looking to monetize your life's work or grow your business through strategic acquisitions, Milly Books' valuation engine provides the real-time insights you need to make informed decisions and maximize your agency's potential.

Transform your most valuable assets into the liquidity you deserve.

We understand the challenges of transitioning your hard-earned book of business. That's why we've created a streamlined marketplace to connect you with qualified buyers who recognize the worth of what you've built.

With Milly Books, you can confidently list your whole book or select strategic carve outs to list, what we call slices. All listings are anonymous, your security is our top priority.

Attract qualified buyers aligned with your vision, and transact on your terms with flexible deal structures and direct payments. Milly Books gives you the tools to secure the best value and transform your most valuable assets into the liquidity you deserve as you plan for retirement or your next chapter.

Optimize your buying process, from search to acquisition.

We know that growth is the lifeblood of any thriving agency. Our platform is your gateway to targeted acquisition opportunities that align with your unique growth strategy. With Milly Books, you can efficiently find and acquire books of business that complement your strengths and propel your agency forward.

Whether you're seeking geographic expansion, specialization opportunities, or portfolio diversification, Milly Books equips you with the tools and market intelligence to fuel your agency's strategic growth.

No matter which side of the transaction you're on, Milly Books is here to simplify the process and maximize your success. We're committed to being your trusted partner in navigating your biggest transaction. Join us today and unlock new possibilities for your independent agency.

Optimize your buying process, from search to acquisition.

At Milly Books, we've built a streamlined acquisition marketplace tailored specifically for independent insurance agents looking to buy or sell their books of business.

Our platform leverages cutting-edge technology to make the complex world of M&A accessible and efficient for agencies of all sizes.

For sellers, we offer a suite of free tools to maximize visibility and build trust with potential buyers.

List your agency at no cost, access AI-powered valuation insights, easily upload data and integrate with your AMS, and tap into advanced analytics to understand your book of business like never before.

You have full control with the option for anonymous listings.

Buyers can subscribe for just $40/month to access a range of powerful features. Create an enhanced profile to stand out, securely evaluate opportunities in our Virtual Data Rooms, generate comprehensive valuation reports, and get the right support for your M&A activities.

Our platform makes it simple to find agencies that precisely match your acquisition criteria.

Ready to see the true value of your book of business? Sign up for your free account in minutes and get instant access to our game-changing Book Valuation Engine.

Simply connect to your agency management system or securely upload your data to uncover the metrics that matter in your book. No obligations, no pressure - just powerful insights to inform your next move.