How-to Guide Onboarding with Cake

Cake streamlines the onboarding of independent insurance agents to a marketplace created for the valuation and transaction of books of business, saving time and establishing a clear pathway to engagement. 

With Cake, independent insurance agency owners are equipped with a targeted and efficient onboarding journey that not only enhances the ease of integration into the marketplace but also ensures security, privacy, and a dynamic connection to industry opportunities.

Simplicity and Ease of Use

• User-friendly account creation process.
• Upcoming one-click sign-on options.
• Step-by-step onboarding tailored for insurance agents.
• Intuitive navigation from sign-up to market engagement.

Security and Privacy

• Anonymity on the platform.
• No sensitive customer data storage on Cake.

Connectivity and Expansion

• Account creation unlocks valuation, buying, and selling opportunities.
• Customized agent profiles.
• Role-specific experience personalization.
• Connection with a network of industry professionals.

Cake's Onboarding Guide

Step 1: Create an Account

• Account Details: Username and password creation.

Step 2: Role

• Information Collected: Agent | Agency Owner | Other

Step 3: Basic Info

• Information Collected: Name, phone, agency details.

Step 4: Address

• Information Collected: Full address.

Step 5: Details

• Information Collected: Professional experience, systems and network affiliations.

Step 6: Book Upload

• Information Collected: Book upload interest.

Step 7: Interests

• Information Collected: Market participation interest.

Step 8: Next Steps

• Build your Buyer Profile | Create a Listing | Value my Book | Back