In this episode, Kenny Hendricks interviews Clayton Yomtob about how his agency uses Milly Books. The conversation covers topics such as the experience of using Milly Books, the impact on the Insurance Company Advisors Group, and the value it brings to the agency. Clayton discusses the benefits of Milly Books' platform, the challenges of buying and selling insurance assets, and the role of technology in streamlining the process.

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

Takeaways

• Milly Books' platform streamlines the process of buying and selling insurance assets, providing a secure and efficient way to evaluate and transact.
• The value of Milly Books lies in its ability to take the guesswork out of the buying and selling process, providing a high-level view and enabling faster decision-making.
• The platform's API integration and payment portal add further value by facilitating transactions and providing a secure and customizable experience for buyers and sellers.

Learn more about Insurance Company Advisors Group:

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

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

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

More information about Milly Books:

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

________________________________________________________________________

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/