Connect your book
Your real numbers, not a guessing game.
Hook up your management system and milly works from your actual book — not what you can remember off the top of your head. Connect once; we keep it current.
The position
We don’t ask what your book is worth, or how big it is, or what you remember.1 We ask one thing — where it lives2 — and read the rest.3
1The questionnaire is the industry’s habit. It produces round numbers nobody can defend.
2Hawksoft, Vertafore, and others. A spreadsheet works too — the same checks run.
3Policies, premiums, carriers, lines, retention, dates — checked against carrier statements before anything lists.
From memory vs. from the system
The book you remember is rounder than the book you have.
Fill in a worksheet and you’ll write “$2.5M, around 90%.” Connect, and it’s $2,412,386 at 87% — with the records to show for it. Only one of these survives a buyer’s diligence.
Nothing here can be verified
Synced and checked — ready to value and list
Neither document is wrong on purpose. Memory rounds the premium up and forgets the lapses. A valuation built on the actual book is defensible in diligence; one built on recollection is not.
Pull · tidy · check · clear
Watch your book go from raw to ready.
Four steps stand between your management system and a book that’s ready to value and list. Run them.
Connect. Pick your system, sign in once. That’s the whole job — everything after this happens without you.
Where it stands
Rather not connect yet? Upload a spreadsheet or type the basics — the same four steps run either way. And nothing in this run is public: it feeds your valuation and a draft listing that stays sealed until you open it.
Precision without exposure
We read everything. The market sees the shape.
The sync reads your book in full — that’s what makes the number defensible. What the marketplace sees is a different document: the aggregates, anonymous by default.
What the sync reads
What the market sees
Your name — sealed, released only by you. Policy rows and client detail feed the valuation; they are never part of a listing.
You don’t trade privacy for precision. The full read is for the math. The marketplace gets the shape — and your name stays yours to give.
One connection
One connection. Three readers.
Everything downstream reads the same synced book. Connect once, and the three things that decide your outcome sharpen together.
“Lone Star Commercial”
Synced · stays current
Your valuation
Re-rated as renewals land — the number reflects the book you have today, not the one you listed with.
Your listing
Publishes clean, checked figures buyers trust on sight — a lot of their homework already done.
Your matches
Scored on real carriers, lines, and area — so the buyers you meet actually fit the book.
The readers stay current together. No re-exporting, no re-keying — the connection is the last manual step in the system.
The questionnaire
0
Fields you type when your book syncs itself.
Connect your system.
Start from the real thing — or from a spreadsheet. Either way, we tidy it, check it, and get you ready to value and list. And if you’re buying: connect your system and Pro is free.