In this episode, Kenny Hendricks interviews Adam Bowe from Milly Books on how agencies can utilize Milly Bookss book of business marketplace to strategically grow their agency. The conversation covers the origins of Milly Books, the challenges in the insurance industry, and the unique value proposition of their platform.

DISCLAIMER: This episode was recorded prior to Milly Books rebranding in February of 2025. They are referred to as "Cake" in this video.

Takeaways

• Milly Books' valuation engine is a powerful tool for insurance agencies to understand the worth of their assets and plan for their future.
• Milly Books' platform provides a unique solution for small to medium-sized insurance agencies, addressing the limitations of traditional M&A brokers and super brokers.
•  Valuation tools provide insurance agencies with valuable information about the value of their business, helping them make informed decisions.

Learn more about Milly Books:

• https://www.millybooks.com/
• https://www.linkedin.com/company/millybooks/

To get in touch with today's guests, reach out below:

• Adam Bowe (click here)
• Clayton Yomtob (click here)

More information about Insurance Company Advisors Group:

• https://myicagroup.com/
• https://www.facebook.com/p/Insurance-Company-Advisors-Group-61553033879541/
• https://www.instagram.com/_icagroup/

________________________________________________________________________

If you’re looking to reach out to HawkSoft, please email [email protected].

For more information on HawkSoft, visit:
https://www.hawksoft.com/
https://www.facebook.com/hawksoft
https://x.com/HawkSoft
https://instagram.com/hawkSoft

Music by AudioCoffee(Denys Kyshchuk): https://www.audiocoffee.net/