Have Your Cake. You've Earned It
Cake is a new option for successful insurance agents.
We are premier marketplace for buying or selling insurance books of business. Our simple, efficient platform helps connect insurance agents looking to transact a book of business.
We offer a range of options to suit your needs, from selling full books of business to account bundles, slices, and single policies. Buyers can search for books of business by carrier, state, or line of business.
Created by an independent agent, for independent agents.
A marketplace for independent agents.
Cake is the right partner for you. Whether you want to access the full potential of your wealth by selling some (or all) of your book of business, or if you want to grow your business by buying accounts we have the tools you need.
Now, with Cake, you can still own your business and get access to the liquidity or growth avenues you want. Or, as the old saying goes, have your cake and eat it too!
Partner with Cake.
Cake is a marketplace that brings together independent insurance agents that want to buy or sell a slice, a chosen group of accounts.
We get acquainted with both sides through the account creation process and then match you with the right partner based on your needs.
The seller gets money for their accounts, the buyer gets the growth they want, and the clients continue receiving fantastic service. Cool, right?
What's Coming Next?
We're new but we are here to stay. We are backed by industry experts who have executed successful exits and want to share their experience.
For now, we bring together buyers and sellers. But we have a host of features coming soon that will help support the transaction, financial features that will make it easier to get access to capital, qualify the accounts, and provide market rates so you can compare before you buy or sell.
The short of it is, we want to grow with you. This is the new way forward and we can't wait to continue building with you.