For independent insurance agencies
From valuation to close, in one place
Milly Books combines data-driven valuation, anonymous listings, and guided deal execution so independent agencies can navigate M&A with confidence.
For sellers
Your journey as a seller
- Connect your AMS or upload a book file to get a free, data-driven valuation.
- Decide whether to list your full book or specific Slices that align with your goals.
- Publish an anonymous listing so you can test the market without tipping your hand internally.
- Review qualified buyer matches and decide who can see more detail about your opportunity.
- Move into diligence and documentation with secure workspaces designed for agency M&A.
- Close on-platform and get paid directly when the deal is complete.
For buyers
Your journey as a buyer
- Create a buyer profile that captures your target size, carriers, geographies, and lines of business.
- Browse anonymous listings that match your strategy or receive proactive matches as new deals appear.
- Request more detail when a listing looks like a fit, and progress into structured conversations.
- Use Milly Books’ valuation and market data to understand pricing ranges and avoid overpaying for deals.
- Collaborate with sellers through secure messaging and shared workspaces as you evaluate the fit.
- Finalize terms and close with confidence using workflows built specifically for agency transactions.