books of business

A marketplace for the modern insurance agency
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Safe and secure

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No credit card required

FROM UPLOAD TO HANDSHAKE Simplify your biggest transaction

01 Connect

Integrate your AMS

02 Value

Data-driven valuations

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Anonymously list books or slices
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Slices – carve outs of your full book – give you a new way to unlock potential deal flow.

04 Match

Choose from recommended buyers

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05 transact

Get paid directly on the platform


AN ACQUISITION MARKETPLACE Built for independent agents

Instantly unlock your valuation

Discover your agency’s value with the metrics that matter.

Valuation Benefits
Unlock UI=Connect

Connect your book

Connect directly to your AMS, or upload your book.
Unlock UI=Insights

Get real-time insights

Unlock your valuation that reflects the latest market conditions.
Unlock UI=Market Fit

Explore your market fit

Cash in on the value in your business or grow your book.
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Access your valuation multiple

Monetize the value of your book

Transform your most valuable assets into liquidity you deserve.

Seller Benefits
Monetize UI=List (1)

List anonymously

Explore the market by listing your whole book or selected slices.
Monetize UI=Attract (1)

Attract the right buyers

Connect with buyers that value what you've built.
Buyer Benefits Card close with confidence

Transact on your terms

Collaborate confidently with flexible deal structures and direct payments.

List your entire book or slice.

Build value with acquisitions

Optimize your buying process, from search to acquisition.

Buyer Benefits
Build UI=Grow

Grow your agency

Create growth opportunities by promoting your agency.
Buyer Benefits Card - Explore new listings

Explore new listings daily

Find books of business that fit with your goals to expand.
Buyer Benefits Card - Streamline Discovery

Streamline discovery

Manage communications, analytics and transactions all in one place.
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Explore live listings from motivated sellers

GET YOUR VALUATION Know your book’s true value

Enter your book metrics and we’ll provide an estimate of your book value

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Have your cake and eat it too. ™