Value, Buy, and Sell Insurance Books of Business
Simplify your biggest transaction
We're building the insurance M&A tools independent agents have never had. 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 built a marketplace that makes buying, selling, and valuing a book simpler — with a real path to growth and liquidity.
Built for your biggest transaction
Our Story
Most independent agencies never get the M&A resources and opportunities the larger firms have. We built Milly Books to close that gap — the tools, the data, the buyers.
We believe in three things: simplicity, trust, and access. We built Milly Books to make even complex transactions manageable, with clear tools and real support — and to be a partner that guards your sensitive information and gives you the insight to decide well.
Whether you're looking to grow your agency through strategic acquisitions or sell the book you've built over decades, Milly Books gives you the tools to make the most of your transaction.
Create your free account
Connect my bookBuilt for independent agents
Who we serve
At Milly Books, we work with independent agency owners at every stage. Whether you're ready to sell the book you've built or a growth-minded owner seeking strategic acquisitions, Milly Books is designed with you in mind.
For sellers
Ready to sell the book you've built.
For buyers
A growth-minded owner seeking strategic acquisitions.
Book Valuation Engine
Value your book
Discover your agency’s value with the metrics that matter.
Milly Books' Book Valuation Engine gives independent agents real transparency and control over the valuation process. Connect your agency management system or upload your book, and Milly returns your agency's market value, built on current market conditions.
How it works:
Upload your book or connect your AMS, and Milly does the rest. We analyze the factors that move a valuation — geography, policy mix, carrier relationships, revenue trends — and deliver a comprehensive valuation report so you can navigate your transaction with confidence.
Whether you're looking to sell your life's work or grow through strategic acquisitions, Milly Books' valuation engine gives you the real-time insights to make informed decisions about your book.
Get real-time insights
Connect my bookSell Books of Business with Milly Books
Sell your book
Turn the book you've built into liquidity — on your terms.
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 serious, funded buyers who recognize the worth of what you've built.
With Milly Books, you can list your whole book or carve out strategic slices — what we call a Slice. Listings are anonymous by default, and your name stays hidden until you choose to share it.
Sell a slice:
A Slice — a carve-out of your full book — is a new way to attract deal flow: sell one line or geography, keep the rest.
Attract serious, funded buyers aligned with your vision, and transact on your terms with flexible deal structures and direct payments. Milly Books gives you the tools to reach a fair price and turn the book you've built into liquidity — whatever comes next.
Publish your listing
Create your accountBuy Books of Business with Milly Books
Grow your book
Grow through strategic, data-driven acquisitions.
Growth by acquisition is how many agencies reach the next level. Milly Books surfaces acquisition opportunities that fit your strategy — books that complement your strengths — and filters out the ones that don't.
Accelerate your growth:
With Milly Books, you see new listings matched to your specific criteria, backed by data-driven valuations — from first look to close, in one secure place.
Whether you're seeking geographic expansion, specialty books, or portfolio diversification, Milly Books gives you the tools and market data to grow on purpose.
No matter which side of the transaction you're on, Milly Books is built to make it simpler and fairer. We're here to be a straight-down-the-middle partner in the biggest transaction of your career. Create a free account when you're ready.
Explore live listings
Build my Buyer ProfilePricing and Features
How we operate
Transparent pricing, aligned incentives.
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.
Milly Books makes the complex world of M&A accessible and efficient for agencies of every size.
For sellers
For sellers, we offer a suite of free tools to maximize visibility and build trust with potential buyers.
List your agency at no cost, get AI-powered valuation insights, upload your data or connect your AMS, and see your book of business in detail you haven't had before.
You have full control with the option for anonymous listings.
Only pay when you transact:
When you sell with Milly Books, you only pay a 3% fee when you successfully close a deal.
For buyers
Buyers subscribe for $40/month. Build an enhanced Buyer Profile, evaluate opportunities securely in Virtual Data Rooms, generate valuation reports, and get support through every stage of a deal.
Our platform makes it simple to find agencies that precisely match your acquisition criteria.
Our Leadership Team
Our team is here for one thing: the independent agent. From our founders to our agent success managers, we support you at every step on Milly Books.
Adam Bowe
CEO and Co-Founder
Adam brings 15+ years of insurance and technology experience to his role as CEO. His vision for a more accessible and efficient marketplace for agency M&A fuels our growth and shapes our commitment to independent agents.
John Clemmens
CTO and Co-Founder
With an extensive background in machine learning and software engineering, John leads our technology team. He's dedicated to building intuitive tools that streamline complex processes, giving agents more time to focus on what matters most.