Sell Insurance Books of Business with Cake

Monetize the value of your book

Turn your book of business into the liquidity you deserve or get value out of fractions of your book.

Book Management - Website Header - My Book of Business

 

Access the value in your book

Create your free account.

Powerful valuation engine

Our Book Valuation Engine gives you a clear understanding of what your book of business is truly worth.

Cake's Book Valuation Engine

Unlock your valuation.

Simplify your biggest transaction

Book Management - AMS Integrations - Select Your AMS
Book Management

Seamless integration

Integrate your AMS or upload your book data

 

Upload your book of business data or integrate your Agency Management System (AMS) with Cake to convert your data into metrics that matter for an acquisition.

From Slices (Create Slice) - My Book Valuation
Book Valuation Engine

Powerful valuation engine

Instantly understand your book's market value

 

Our Book Valuation Engine brings clarity and confidence to transactions by giving you a clear understanding of what your largest asset, your book of business, is truly worth.

Book Management - Listing - Edit Listing Slices
Marketplace Listings

Anonymous, flexible listings

Gauge buyer interest and keep your confidentiality

 

Test buyer demand by anonymously listing a slice or your full book of business, gauging interest without commitment. When you’re ready to sell, easily connect with recommended buyers from Cake's extensive network.

Full Platform - Inbox
Diligence Hub

Secure deal management

Control the transaction from upload to handshake

 

Turn your book of business into the liquidity you deserve or get value out of fractions of your book. Our secure deal management tools streamline the entire process for a stress-free closing process.

Book a demo with us

Intelligent buyer matching

When you’re ready to sell, easily connect with recommended buyers, expediting your journey from discovery to successful handshake.

Buyers - Buyer Profiles Header

Create your free account.

An acquisition marketplace

Built for independent agents

List anonymously

Seller Benefits Card - List Anonymously v2

Test the waters with confidential listings to gauge buyer interest.

Attract the right buyers

Seller Benefits Card - Attract the right buyers v3

Connect with buyers that value what you've built.

Transact on your terms

Seller Benefits Card - Transact on your terms v2

Collaborate confidently with flexible deal structures and payments.

Have your cake and eat it too. ™