Book Management
Hawksoft Integration
Dynamic, data-driven insights into the metrics that matter for agents that use Hawksoft.
An acquisition marketplace
Built for independent agents
Instant and accurate valuations of your most valuable asset - your book of business.
Whether you're planning for retirement, considering an acquisition, or simply aiming to understand your agency’s value in the market, Milly Books' free Book Valuation Engine is your first step towards making informed decisions.
Get real-time insights.
Milly Books Pt. 1
The Insurance Perspectives Podcast
In this episode, Kenny Hendricks interviews Adam Bowe from Milly Books (previously Cake) on how agencies can utilize Milly Books' book of business marketplace to strategically grow their agency. The conversation covers the origins of Milly Books and Cake, the challenges in the insurance industry, and the unique value proposition of their platform.
Milly Books Pt. 2
The Insurance Perspectives Podcast
In this episode, Kenny Hendricks interviews Clayton Yomtob about how his agency uses Milly Books. The conversation covers topics such as the experience of using Milly Books' Marketplace, the impact on the Insurance Company Advisors Group, and the value it brings to the agency.
Connect your book
Upload your book of business data or integrate your Agency Management System (AMS) with Milly Books to convert your data into metrics that matter for an acquisition.
Value your book of business
Our Book Valuation Engine brings clarity and confidence to transactions by giving you a clear understanding of what your largest asset, your book of business, is truly worth.
Optimize your book of business
Uncover slices in your book of business that match with buyers on the marketplace, gauge buyer interest with anonymous listings without committing to a sale.
What is a slice?
Slices – carve outs of your full book – give you a new way to unlock potential deal flow. Value, buy and sell slices just like you would a full book on our platform.
Intelligent matching
Match with the opportunities that fit your goals. Whether you are looking to cash in on your hard work or access strategic growth opportunities, Milly Books connects you with the right people.