The marketplace's first design choice is the one that makes it usable: every acquirable asset lives in a single feed. A full agency listing and a fractional slice — a carrier-specific carve-out, a single line of business, one state's book — sit in the same grid, with no toggle between asset types. A buyer evaluates everything in one place. The rest is knowing how to narrow that grid to the deals worth a conversation, and how to read a listing once it's open.
§ 01 · The feed and its filtersThree tabs, four filters.
| Surface | What it does |
|---|---|
| Listings tab | The default unified feed — full agencies and slices, pre-scored to your profile |
| Favorites tab | A silent shortlist — track listings without alerting the seller |
| Hidden tab | Declutter the feed without losing listings (Pro) |
| Filters | Carrier, state, line of business, premium range — persist across sessions |
The feed is organized into three tabs. Listings is the default — the full national inventory, with each card pre-scored against the buyer's profile. Favorites is a silent shortlist: favoriting a listing tracks it without signaling anything to the seller, so a buyer builds a pipeline without tipping their hand. Hidden (a Pro affordance) removes listings from the active feed without deleting them. The filters narrow the inventory by carrier, state, line of business, and premium range, and they persist across sessions — set carrier to one company and state to one geography on Monday, and the view holds when a buyer returns Thursday. The match metric on each card is simply the dollar value of premium that falls inside those filters: more overlap, higher match.
§ 02 · The detail viewWhere the decision gets made.
The detail view is the shield-and-hook pattern made concrete. The shield is the seller's chosen username — never their real name or agency name — which protects an owner exploring a sale from staff, clients, and competitors finding out. The hook is everything a buyer needs to decide anyway: aggregate premium, policy count, line-of-business composition, top carriers, states covered. A buyer evaluates the book without ever needing the name.
Clicking any card opens the detail view — a flyout showing the listing's aggregate premium, total policy count, the line-of-business split as percentages, the top carriers represented, and the states covered. For Pro subscribers, it also shows the per-slice match breakdown: which specific segments of the book align with the buyer's profile and how much premium each segment carries. That's the layer that turns "this looks interesting" into "this specific piece is exactly what I need." The seller stays behind a chosen username, and they control their own disclosure — some pick a fully generic handle, others something recognizable. From the detail view a buyer can favorite the listing, hide it (Pro), or contact the seller to open a secure message thread (Pro). Engagement feeds back to the seller only as aggregate signals — view counts, favorite counts — never the individual buyer's identity until they choose to reach out.
§ 03 · Invited listingsProprietary deal flow.
Not every listing arrives through the public feed. A seller can invite a specific buyer to view a listing — sometimes before it's published to the broader marketplace at all. Invited listings show up in the feed alongside public ones, marked with an "invited" badge, and if a seller invites a buyer to a listing that's also public, the platform de-duplicates so a buyer sees one card, not two. The badge is a strong signal: the seller reviewed the buyer's profile, saw alignment, and decided this buyer was someone worth putting the opportunity in front of. For a buyer, invited listings are the closest thing to proprietary deal flow on the platform — they represent sellers who've moved past passive listing into active outreach, which is exactly the kind of deal an independent wants to prioritize. It's also the inbound vector working: a complete, credible profile is what earns the invitation.
§ 04 · What unlocks at each tierStarter, Pro, Enterprise.
The marketplace experience varies by subscription tier, and the boundaries are worth knowing before deciding when to upgrade. Starter gives the full feed, filtering and favoriting, and a directional match indicator (high, medium, low) on each card — enough to browse the national inventory and build a shortlist, but not to hide listings, see the per-slice breakdown, or message sellers. Pro unlocks the full engagement surface: hiding listings, the detailed per-slice match data in the flyout, and direct secure messaging with sellers — the point where the marketplace becomes a working tool rather than a browsing surface. Enterprise is built for higher-volume acquirers running multiple simultaneous searches, adding capabilities across other parts of the platform. Picture a regional buyer hunting commercial-lines premium in two states with two specific carrier appointments: she sets the carrier, state, and line filters, the feed narrows to a handful of listings and slices, she opens one to find the exact appointment she wants sitting inside a larger book, favorites it, hides the misfits, and messages the seller — in less time than a single call to her carrier rep would have taken.
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Terminology on this shelf
- Unified feed
- One grid mixing full agency listings and fractional slices — no toggle between asset types.
- Three tabs
- Listings (the feed), Favorites (a silent shortlist), Hidden (a Pro declutter).
- Match metric
- The dollar value of premium that falls inside a buyer's filters — more overlap, higher match.
- Shield-and-hook
- The seller's identity is shielded behind a chosen username; the book's metrics are the hook.
- Per-slice match
- The Pro detail-view layer showing which segments of a book align and for how much premium.
- Invited listing
- A seller-initiated invitation marked with a badge — the closest thing to proprietary deal flow.