Value, buy, and sell insurance books of business with Cake.

What makes us unique?

Cake is the M&A platform for Independent Insurance Agencies. We've re-engineered the transaction to be agent-focused by transforming complex transactions into a simple, user-friendly journey. Unlike traditional methods, Cake delivers a refreshingly transparent, intuitive journey tailored to maximize your agency's value or power your growth. Your agency's unique story matters; let Cake help write its next chapter. Contact us today to learn more or click here to schedule a free demo.

Features and Workflow

Cake combines state-of-the-art technology with deep industry insight to offer the most fluid and transparent marketplace tailored for independent insurance agents. We are committed to enhancing the M&A market for independent agents, providing a crucial pathway to strategic growth opportunities and liquidity.

• Agency Listing: We provide a platform where agencies can list their businesses for sale at no charge. This not only increases visibility but also grants access to our advanced valuation and buyer engagement tools, simplifying the selling journey.
• Cutting-Edge Valuation Technology: Our machine learning-powered valuation engine delivers instantaneous and precise revenue assessments, powering an efficient marketplace where data drives decisions and accelerates deals.
• Buyer Profiles: Buyers unlock superior tools and publishing capabilities, elevating their credibility and simplifying transactions with sellers. This service enriches the buying experience and fosters more dynamic interactions between buyers and sellers.
• Agent-Focused Data Management: By automating the book upload and integrating with Hawksoft, we're minimizing the lift to value your book of business and enhancing analytics.