Sell provides a marketplace that lets independent insurance agents buy and sell whole books of business or “slices” of their portfolios. By integrating directly with agency management systems, the platform delivers data‑driven valuations in real time and matches sellers with vetted buyers, enabling anonymous listings and flexible deal structures. The service streamlines the transaction process from upload to payment, turning agency assets into liquidity.
Funding
$3.8M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Independent insurance agencies often lack access to efficient, transparent tools for valuing, marketing, and transacting their books of business, making it difficult to unlock liquidity or pursue strategic acquisitions.
Solution
Milly Books provides a digital marketplace that connects independent agents with vetted buyers and sellers of insurance books. The platform offers real-time, data‑driven valuations by integrating directly with agency management systems or via file upload. Users can list entire books or partial “slices” anonymously, preserving confidentiality while attracting appropriate counterparties. The marketplace streamlines the entire M&A workflow—from valuation and matching to negotiation and payment—allowing agents to transact on their terms with flexible deal structures. Built‑in analytics, communication tools, and secure virtual data rooms support informed decision‑making throughout the process.
Target Audience
Primary customers are independent insurance agency owners and principals seeking to monetize their books or acquire new ones, as well as growth‑focused agents looking for strategic acquisitions.
Features
- Direct integration with agency management systems or simple file upload for instant valuation
- AI‑powered valuation engine analyzing geography, policy mix, carrier relationships, revenue trends, and market conditions
- Anonymous listing of whole books or customizable “slices” to broaden deal flow opportunities
- Matching algorithm that recommends qualified buyers based on fit and valuation criteria
- Secure, centralized hub for communications, analytics, and transaction management, including virtual data rooms
- Flexible deal structures with direct payment processing and customizable terms