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Insurance Refocused Podcast

Join industry expert, Carey Wallace, and her Gen Z daughter, Lindsay Wallace, as they interview agency owners, and get down in the nitty-gritty of everyday topics that you face in your agency. The incoming wave of M&A, agency marketing, technology & insurtech, and generational change is upon us, join us as we redefine the industry!

 

Check out our episode

#75 - Not Your Grandfather's AcquisitionStrategy

 

In this episode Carey and Lindsay sit down with Adam Bowe, Founder of Cake, to chat about how this platform brings an innovative solution to buying and selling insurance agencies. The conversation explores the platform's features, the buyer and seller experience, and the impact of the hard market on Cake's adoption.

Book of Business Valuations

Unlock your free valuation

Whether planning for retirement, considering an acquisition, or simply aiming to understand your agency’s value in the market, Cake's free Book Valuation Engine is your first step towards making informed decisions.

Connect your book

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Connect directly to your AMS, or upload your book.

Get real-time insights

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Unlock your valuation that reflects the latest market conditions.

Explore the market

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List your book or build your buyer profile to attract the right matches.

Book Valuation Calculation

Get your free valuation.

Book a demo with us

Sell Insurance Books of Business with Cake

Monetize the value of your book

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.

List anonymously

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Test the waters with confidential listings to gauge buyer interest.

Attract the right buyers

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Connect with buyers that value what you've built.

Transact on your terms

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Collaborate confidently with flexible deal structures and payments.

Sellers - Listings Header

Create a listing.

Buy Insurance Books of Business with Cake

Accelerate your agency's growth

Optimize your buying process, from search to acquisition, by showcasing your agency on Cake's industry-leading M&A marketplace to motivated sellers.

Grow your agency

Buyer Benefits Card - Grow your agency v1

Create growth opportunities by promoting your agency.

Explore new listings daily

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Find books of business that fit with your goals to expand.

Streamline discovery

Buyer Benefits Card - Streamline Discovery v1

Manage communications, analytics and transactions all in one place.

Buyer - Website Header - Buyer Profile

Connect with sellers.

Have your cake and eat it too. ™