How does the insurance book valuation work?

Our free book valuation calculator analyzes your insurance book based on premium volume, retention rates, growth trends, and market factors to provide an estimated market value.

Who can buy insurance books on the platform?

Qualified buyers include established insurance agencies, private equity firms, consolidators, and individual agents looking to expand their book of business through acquisition.

What types of insurance books can be sold?

The platform supports all types of insurance books including personal lines, commercial lines, life insurance, and specialty insurance portfolios from independent agents.

How long does the transaction process take?

Transaction timelines vary but typically range from 30-90 days depending on book size, due diligence requirements, and negotiation complexity.

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Marketplace Mechanics.

Read Marketplace Mechanics from every angle — the buyer’s procedure, the seller’s experience, the market structure, and the marketplace mechanics that streamline it.

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M&A MarketDeal Drag — why signed agency M&A deals still collapsetactical8 min M&A MarketFoundational Market Failures & Milly's Competitive Positioningpillar15 min M&A MarketThe Brokerage Gap — who gets shut out of agency M&Atactical8 min M&A MarketThe Disclosure Dilemma — sell loud or stay invisibletactical8 min M&A MarketThe Valuation Fog — why sellers misprice their bookstactical8 min M&A MarketBuyer-Side Friction Points in Insurance Agency M&Aexplainer8 min M&A MarketThe discovery dilemma — sourcing a fragmented markettactical7 min M&A MarketIntegration complexity — where most acquisitions failtactical7 min M&A MarketThe PE competition zone — the $3M–$10M agency kill zonetactical7 min M&A MarketThe winner's curse — overpaying in agency bidding warstactical7 min M&A MarketM&A Friction Points: Buyer & Seller Playbookspillar15 min M&A MarketPlatform Solutions — Mapping Friction to Counter-Strategyexplainer7 min M&A MarketThe buyer's market — supply, demand, and the icebergtactical7 min M&A MarketMilly Books buyer playbook — four frictions, four answerstactical8 min M&A MarketSeller-Side Friction Points in Insurance Agency M&Aexplainer8 min M&A MarketDisclosure dilemma playbook — reach vs confidentialitytactical7 min M&A MarketThe broker tax — high fees and the $5M agency floortactical7 min M&A MarketInternal succession failure — the talent & capital crisistactical7 min M&A MarketThe insider discount — the price of selling internallytactical7 min M&A MarketValuation fog playbook — the seller's counter-anchortactical7 min The PlatformThe Matching & Appetite-Scoring Engine — How Fit Is Computedexplainer11 min The PlatformHow Milly Books matching works — rules, not a black boxtactical6 min The PlatformAMS Ingestion — Hawksoft & Vertafore Data Pipelineexplainer10 min The PlatformProduct Output & KPI Orchestration — The Reporting Cadenceexplainer9 min The PlatformThe Book Valuation Engine — a deterministic book rangetactical6 min The PlatformBuyer profiles on Milly Books — the demand side, opentactical6 min The PlatformListings & Slices — the Milly Books marketplace primitivetactical6 min The PlatformThe Milly Books marketplace web app — where you worktactical5 min The PlatformThe Milly Books Marketplace App — for Buyers & Sellerspillar12 min The PlatformMilly Books subscription tiers — what each plan unlockstactical6 min The PlatformMilly Books onboarding — from sign-up to first listingtactical6 min The PlatformSeller Persona Architecture — How Milly Thinks About Sellerspillar11 min The PlatformMilly Books cloud infrastructure — how the platform runstactical5 min The PlatformHow Milly Books Drives Success in Insurance Agency M&Aexplainer11 min The PlatformThe Milly Books Platform Guide — What Makes It Differentexplainer12 min The PlatformThe Milly Books Platform — Tech Stack Overviewpillar14 min The PlatformThe Milly Books public site — the open-web front doortactical5 min The PlatformThe Milly Books deal-structuring workspace for M&Atactical5 min The PlatformThe Deal-Workflow Backend — From Listing to Wirepillar13 min The PlatformThe Milly Books transaction backend — one source of truthtactical5 min

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Turn knowledge into a transaction.