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The buyer path

Buy with conviction.
Start with your profile.

Here's exactly what creating a buyer profile on Milly looks like — five wizard steps, automatic matching against every new listing the day it goes live, $40/month Pro for messaging and per-slice scoring. Or free Pro if you're syncing your AMS as a seller.

5-step wizardPer-slice match scoringBuyer Database visibilityFree Pro with seller sync
Create your account to start →See pricing

What you'll fill out

Five steps. Your appetite, in one record.

The wizard captures the agency you're building — geography, LOB mix, premium band, carriers, deal-structure tolerances, funding posture. State, carrier, and LOB feed match scoring; the rest sharpens manual evaluation.

Step 01

Purchase history

Have you done this before? What was the primary reason?

Fields
  • Previous purchase
  • Primary reason
Step 02

Funding

How are you financing the acquisition? Want a referral?

Fields
  • Funding source
  • Funding secured
  • Wants funding referral
Step 03

Insurance focus

What lines, geographies, carriers? What premium range?

Fields · scoring
  • Insurance types
  • Market focus
  • Target states
  • Target carriers
  • Target LOBs
  • Premium min/max
Step 04

Deal preferences

What timeline, deal structures, staff preferences, AMS preference?

Fields
  • Buying timeline
  • Buying Slices
  • Deal structures
  • Staff preferences
  • AMS preference
Step 05

Valuation

Have a recent valuation? Want a free one?

Fields
  • Has book valuation
  • Wants free valuation

What sellers see

Your profile is public by design.

Buyer profiles are public-by-design — sellers searching the marketplace see them at five SEO addresses (your slug, AMS, big-I affiliation, network, state). Public fields are spelled out; private fields stay private.

  • Display name + market focus
  • Target states · target LOBs · target carriers
  • Premium range
  • Buying-timeline posture
  • Deal-structure tolerances
Five SEO addresses

/profile/[slug] · /profile/ams/[ams] · /profile/big-i/[state] · /profile/network/[network] · /profile/state/[state]

Your control

What stays private. What goes public.

Buyer profiles are public by default — but you choose what's visible. Three control surfaces, all yours.

01 · Public profile

What sellers see

Display name, market focus, target states / carriers / LOBs, premium range, deal-structure tolerances.

02 · Match-only fields

Used to score, not displayed

State, carrier, and LOB axes feed per-slice match scoring without surfacing the underlying preferences.

03 · Private fields

Yours alone

Funding source, funding-secured status, valuation status — never appear on the public profile.

Both sides

If you're syncing your AMS as a seller, your Pro buyer tier is free while the sync is active (90-day window). One account, both sides — and you don't pay twice.

FAQ

Eight questions worth answering.

The questions buyers ask before creating their account.

How long does the wizard take?

5–10 minutes. You can save and come back — nothing locks you out mid-flow.

What does Pro actually unlock?

Per-slice match scoring (state · carrier · LOB axes), messaging with sellers, Buyer Database visibility (Pro tier surfaces first in directory views), and Smart Preview Links.

Why is the profile public by default?

Sellers find you by searching their target geography, AMS, or affiliation. Five SEO addresses make your profile discoverable; you control which fields are public.

How does match scoring work?

Binary on three axes: state, carrier, LOB. A listing matches you if all three axes overlap with your preferences. Scoring runs against every new listing the day it goes live.

Can I run multiple buyer profiles?

One profile per account today. Multiple-profile support is on the roadmap for the Enterprise tier.

What happens to my profile if I cancel Pro?

Profile stays public. You lose Pro features — messaging, per-slice scoring, Database visibility — but the public-by-design fields stay live. Listings still show you as a Starter buyer.

How do I get free Pro?

Connect your AMS as a seller. Any active sync in the last 90 days unlocks free Pro buyer access.

Is there a contract or commitment?

No. Monthly is month-to-month; annual saves $48/year and is pro-rated on cancellation. No "are you sure" gauntlet.

Buy with conviction.

Free Starter to set up your profile. $40/mo Pro to match against every new listing the day it goes live.

Create your account to start →See pricing