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The seller path

Sell on your terms.
Start by connecting your data.

Here's exactly what listing your book on Milly looks like — five integration pathways, four steps to publish, and 3% Pay-on-Success only when the deal funds. No surprises before you create your account, none after.

Free until closeAnonymous by defaultOn your timeline3% only when the deal funds
Create your account to start →Talk to a person

What you'll do

Four steps. Yours to pause.

Each step is its own decision. Pause between any two of them — for a week, a month, or a year. There's no clock.

01

Connect your data

Five pathways: Hawksoft sync, Vertafore TransactNOW, CSV upload, Manual Connect, or Concierge. Pick the one that matches your AMS — or the one that matches how much time you have.

Time5–30 min
Cost$0
02

Get a real valuation

Built on the policy-level data you just connected. Five-minute end-to-end after the sync settles. Free. Instant. Objective. Private.

Time5 min
Cost$0
03

Draft a listing

Anonymous by default. We populate the listing from your data — you review and refine. Your agency name stays yours until you choose otherwise.

Time~30 min
Cost$0
04

Publish to the marketplace

Serious, funded buyers see the listing. You control which buyers see your identity, and when. Sign an LOI when the fit is right — 3% Pay-on-Success only at close.

TimeWhen you’re ready
Cost3% at close

Five ways to connect

Built around how you run.

Whatever AMS you use — and whether you have time to set up a sync or not — there's a path that fits.

Get started
Hawksoft sync

Live API connection. Automated sync every four hours. New policies land in your valuation within minutes.

Best forHawksoft users with current credentials
Join the beta
Vertafore TransactNOW

Point-in-time export. You review the log before it lands. Supports AMS360, QQ Catalyst, Sagitta.

Best forVertafore users who want to verify each export
Get started
CSV upload

Guided Mapping Wizard walks you through each column. We never assume — you confirm every field before it’s saved.

Best forEZLynx, NowCerts, or anything else
Get started
Manual Connect

Fuzzy matching catches errors before they land — NAIC-grade carrier matching at a 96.5% confidence threshold.

Best forComplex CSVs that need extra QA
Get started
Concierge White Glove

Send us your last carrier statement. We’ll have your number in two business days. No pressure to do this yourself.

Best forAnyone who’d rather not

What it costs

Free until close. Then 3%.

Everything before LOI is free — account, data connection, valuation, listing creation, buyer engagement, conversations. The 3% Pay-on-Success kicks in only when the deal actually funds. No retainer. No surprise fees.

  • $0 to create an account
  • $0 for the valuation
  • $0 to publish a listing
  • $0 to engage matched buyers
  • 3% Pay-on-Success — only when the deal funds
Traditional broker vs. Milly — $2M sale

What stays in your pocket.

Traditional broker (10% + retainer)−$225,000
Milly (3% Pay-on-Success)−$60,000
More in your pocket+$165,000

Your control

Three doors. You hold the keys.

Listings on Milly have three access surfaces — and you control all three.

01 · Owner door

Yours, always

Full edit, withdraw, unpublish at any time. Nobody else can change your listing — not Milly, not buyers.

02 · Marketplace door

Anonymous by default

What published listings show to the buyer database. Your agency name appears only after you approve a specific buyer.

03 · Invited door

Private first, public later

Invite the specific buyers you trust before publishing to the marketplace. No one else sees the listing.

Both sides

Connecting your AMS as a seller unlocks free Pro buyer access while you're syncing. See the marketplace from the other side without paying twice.

FAQ

Eight questions worth answering.

The questions sellers ask before creating their account.

How long does the whole thing take?

10 minutes from connection to first valuation. Drafting and publishing can happen the same day, or weeks later — your call.

What data does Milly actually need from me?

Policy-level data: premium, retention, LOB mix, carrier appointments, producer counts. PII is stripped at extraction before the data reaches our warehouse.

When does the 3% kick in?

Only at close-and-fund. If the deal doesn’t happen, there’s no fee. No retainer either way.

Can I unpublish a listing?

Yes. Any time, no questions asked. Withdrawing a listing closes the marketplace door immediately.

Will my agency name leak?

Listings are anonymous by default. Your agency name appears only on listings whose "invited" or "unmasked" permission you’ve explicitly granted to a specific buyer.

What if I don’t want to connect my AMS?

Three other paths: CSV upload with the Guided Mapping Wizard, Manual Connect with server-side validation, or Concierge — send us a carrier statement and we’ll handle it.

What’s the difference between selling the agency and selling a Slice?

Slice lets you sell a fractional book — a line of business or a geography — without selling the whole agency. 3% applies per slice at the same flat rate. No fractional penalty.

Do I need a paid subscription as a seller?

No. Selling is always free until close. Subscriptions gate buyer-side features only — messaging, per-slice match scoring, Buyer Database visibility.

Start with your number.

Free. Anonymous. On your timeline. 3% only when the deal funds. Create your account to begin.

Create your account to start →Talk to a person