/Cake%20Logo%20(130%20x%2040)%20(svg)/Black%20Cake%20Logo%20(130%20x%2040).svg "Have Your Cake Logo")
Value, Buy, and Sell Insurance Books of Business
Simplify your biggest transaction
We're on a mission to revolutionize the insurance industry's M&A landscape. We understand the unique challenges faced by independent agents when it comes to buying, selling, and accessing a valuation of their books of business.
That's why we've built a digital marketplace dedicated to simplifying the process and unlocking new opportunities for growth and liquidity.
Have your cake and eat it too™ Our Story
The majority of insurance agencies often struggle to access the same M&A resources and opportunities as larger firms. We saw an opportunity to level the playing field and empower these agents with the tools they need to thrive.
We're redefining what's possible for independent agents. Our platform leverages cutting-edge technology and deep industry expertise to provide a seamless, end-to-end solution for valuing, buying, and selling books of business.
At our core, we believe in the power of simplicity, trust, and access to opportunities. We've built our platform to make even the most complex transactions feel effortless, with intuitive tools and personalized support. We're committed to being a trusted partner, safeguarding sensitive information and providing the insights you need to make informed decisions.
Whether you're looking to grow your agency through strategic acquisitions or unlock the value you've built over decades, Cake has the tools you need to make the most out of your transaction.
Create your free account.
Built for independent agents Who we serve
At Cake, we're dedicated to empowering independent insurance agency owners at every stage of their journey. Whether you're considering retirement and looking to monetize the value you've built or a growth-minded entrepreneur seeking strategic acquisitions, our platform is designed with you in mind.
We're redefining what's possible for independent agents. Our platform leverages cutting-edge technology and deep industry expertise to provide a seamless, end-to-end solution for valuing, buying, and selling books of business.
Cake's Book Valuation Engine Value your book
Discover your agency’s value with the metrics that matter.
Cake's Book Valuation Engine empowers independent insurance agents with an unprecedented level of transparency and control over the valuation process. By seamlessly connecting to your agency management system or allowing you to upload your book of business, our cutting-edge analytics instantly unlock your agency's true market value, tailored to the latest industry conditions.
How it works:
Upload your book data or integrate your AMS and our platform does the rest. Our advanced algorithms analyze a multitude of factors, from geographic location and policy mix to carrier relationships and revenue trends, delivering comprehensive valuation reports that empower you to navigate your transaction with confidence.
Whether you're looking to monetize your life's work or grow your business through strategic acquisitions, Cake's valuation engine provides the real-time insights you need to make informed decisions and maximize your agency's potential.
Get real-time insights.
Sell Books of Business with Cake Monetize your book
Transform your most valuable assets into the liquidity you deserve.
We understand the challenges of transitioning your hard-earned book of business. That's why we've created a streamlined marketplace to connect you with qualified buyers who recognize the worth of what you've built.
With Cake, you can confidently list your whole book or select strategic carve outs to list, what we call slices. All listings are anonymous, your security is our top priority.
Sell a slice:
Slices – carve outs of your full book – give you a new way to unlock potential deal flow.
Attract qualified buyers aligned with your vision, and transact on your terms with flexible deal structures and direct payments. Cake gives you the tools to secure the best value and transform your most valuable assets into the liquidity you deserve as you plan for retirement or your next chapter.
Publish your listing.
Buy Books of Business with Cake Grow your book
Optimize your buying process, from search to acquisition.
We know that growth is the lifeblood of any thriving agency. Our platform is your gateway to targeted acquisition opportunities that align with your unique growth strategy. With Cake, you can efficiently find and acquire books of business that complement your strengths and propel your agency forward.
Accelerate your growth:
With Cake, you gain access to a vast network of sellers and a steady stream of new listings tailored to your specific criteria. Our advanced analytics provide data-driven valuations, streamlining the entire process from initial discovery to final transaction - all within a secure, centralized hub.
Whether you're seeking geographic expansion, specialization opportunities, or portfolio diversification, Cake equips you with the tools and market intelligence to fuel your agency's strategic growth.
No matter which side of the transaction you're on, Cake is here to simplify the process and maximize your success. We're committed to being your trusted partner in navigating your biggest transaction. Join us today and unlock new possibilities for your independent agency.
Explore live listings.
Book a demo with us
Pricing and Features How we operate
At Cake, we've built a streamlined acquisition marketplace tailored specifically for independent insurance agents looking to buy or sell their books of business. Our platform leverages cutting-edge technology to make the complex world of M&A accessible and efficient for agencies of all sizes.
For sellers, we offer a suite of free tools to maximize visibility and build trust with potential buyers. List your agency at no cost, access AI-powered valuation insights, easily upload data and integrate with your AMS, and tap into advanced analytics to understand your book of business like never before. You have full control with the option for anonymous listings.
Only pay when you transact:
When you sell with Cake you only pay a 3% fee when you successfully close a deal.
Buyers can subscribe for just $40/month to access a range of powerful features. Create an enhanced profile to stand out, securely evaluate opportunities in our Virtual Data Rooms, generate comprehensive valuation reports, and get the right support for your M&A activities.
Our platform makes it simple to find agencies that precisely match your acquisition criteria.
Connect your Book Unlock your free book valuation
Ready to see the true value of your book of business? Sign up for your free Cake account in minutes and get instant access to our game-changing Book Valuation Engine.
Simply connect to your agency management system or securely upload your data to uncover the metrics that matter in your book. No obligations, no pressure - just powerful insights to inform your next move.
