Sell Insurance Books of Business with Milly Books
Sell when you're ready. Keep what you've built.
Sell the whole book or just a Slice — on your timeline, at a fair price, with the final say yours start to finish.
What you actually want
A fair price
Your numberYour Valuation — a modeled estimate, not a binding offer — $1,031,035 on this book — runs free, before anyone makes you an offer. Nobody talks you down from a number you know.
Your privacy
Your sealListing #2417 carries the premium, the retention, the carriers — never the name. Sealed until you break it, one buyer at a time.
The final say
Your clockThe whole book or the $1.4M slice. Three invited buyers or the open market. Pause, reveal, or walk — nothing is owed until close.
Everything else on this page exists to prove one of these.
Reach, sealed
Reach the whole market. Talk only to the fits.
Your listing reaches every serious, funded buyer in the market — anonymously — and matching narrows the response to the buyers worth your time. Reach without risk. Volume without noise.
Wider reach used to mean more exposure. The seal breaks that trade — the whole market's attention, none of its gossip.
Free until it works
The first dollar you pay is also the last.
No retainer, free to list, free to negotiate. milly is paid once — 3% at the closing table, out of proceeds. On this book: $30,931 out of $1,031,035, with $1,000,104 wired to you.
Know your number
Your Valuation — free, in minutes.
List your book
Anonymous, three invited buyers. Pause anytime.
Meet your fits
Diligence, reveals, negotiation — still nothing owed.
Close
$30,931, settled out of the sale itself.
A traditional broker's 10% takes $103,104 from the same closing — $72,173 more — plus a retainer at signing, kept whether or not a buyer ever shows.
Your sale, your settings
The final say, as switches.
Every consequential decision about a milly listing is a setting you flip — not a clause you negotiate back. These four are live. Flip them, and watch your listing obey.
01 · What’s for sale
02 · Who can see it
03 · Who knows it’s me
04 · Is it live
“Lone Star Commercial”
Texas · every field below is a setting
Your listing is paused. No buyer can see it — flip it back when you're ready.
Your listing now shows the whole book — $2.4M to three buyers you invited. Your name stays sealed until you break it.
Every combination is allowed, and none is permanent. Re-seal the name, change the slice, pause the whole thing — the switches stay yours until the day you sign.
Sell when you’re ready
However far away it is, today looks the same.
Four owners, four distances from a sale. Pick yours — the plan changes; the first step doesn't, and it's free.
Today
Run your Valuation
Know the mid — $1,031,035 — now, so every year until the sale has a target.
While you wait
Grow into your multiple
Retention and carrier mix move it. Two renewal cycles is real room.
When you list
List in 2028, sealed
Anonymous first: three invited buyers before the open market.
The close
On your clock
A season of diligence, 3% at close — the first dollar you ever pay.
The Valuation is the on-ramp for all four. It costs nothing, lists nothing, and obliges nothing — it just makes whichever year you choose a decision instead of a guess.
Evaluate offers with Deal Architect
Product preview is open: understand and evaluate acquisition offers, with document builders for M&A. Explore and sign up for product updates.
Your Valuation, kept warm
A number that waits with you.
Run it once, free. Connect your AMS and it re-rates as renewals land — so the year you're ready, you're not starting from zero.
One book, re-rated as renewals land · retention held at 87% throughout
Most owners reading this aren't selling this year — and that's fine. The number doesn't expire, and a listing can exist the same afternoon you decide it should.