Have your Cake

Have your Cake We connect independent insurance agents looking to sell a book of business with other agents looking to grow. Buy, sell, and value insurance books of business.

We connect independent insurance agents looking to sell a book of business or a slice – a chosen group of accounts – with other agents looking to grow their business. We believe in simplifying the process of accessing liquidity and strategic growth for independent insurance agents. Our platform is built around the idea that buying and selling books of business or slices of accounts shouldn’t be a

complex and cumbersome process. Instead, we keep agents first and introduce transparency, simplicity, and convenience into transactions.

12/04/2023

Adam Bowe, Founder of Cake, has created a Carvana-like insurance marketplace where you can buy or sell your book of business. Today, the only way to buy or s...

Another podcast in the books! Our CEO Adam Bowe recently sat down for an interview on the On Point podcast by Insurance ...
11/14/2023

Another podcast in the books! Our CEO Adam Bowe recently sat down for an interview on the On Point podcast by Insurance Journal and had some great conversation about why an agent would want to sell a ‘Slice’ 🍰 of their book, visibility in the independent agent M&A space, and more.

Big thanks to Peter van Aartrijk for having us on!

“Selling is not just for retirement anymore. Cake 🎂 users can leverage every part of their book in a way that suits their growth strategy. It’s about optionality.”

Give it a listen!

Many independent agency principals have “seller’s remorse” when they exit their firms. They miss being the boss. And they miss the business. But what if they could have sold just a portion of the agency — a small or large book of business — and kept the rest? That is exactly what Adam Bowe...

🎂 Cake: Unlocking Growth Potential for Independent AgentsConsidering purchasing a book on Cake? Users have more options ...
10/17/2023

🎂 Cake: Unlocking Growth Potential for Independent Agents

Considering purchasing a book on Cake? Users have more options than you might think.

Our platform revolutionizes the 📖 book M&A process for agents by seamlessly integrating both buying and selling features for all users. Here's why you should embrace the duality:

1️⃣ Optimize Your Book: Areas of your book don’t quite fit with your long-term strategy? Sell the parts you aren’t invested in using our seller features, and keep the rest!

2️⃣ More Capital, Bigger Purchases: Need funds to expand 🚀? Sell a ‘slice’, earn capital, and then use Cake’s buyer features to make that perfect acquisition!

3️⃣ Another Man’s Treasure: What isn’t working for your book may be perfect for someone else’s. Free up valuable resources by selling part of your book, and focus on what meets your agency's goals.

Take control of your book. Join Cake today and unleash the endless potential that comes with being both a buyer AND seller! 📈💡🌟

Sign up now: https://www.haveyourcake.com/

The premier option to buy and sell insurance books of business. Our easy-to-use system connects buyers and sellers, ensuring the best deals on the market.

Had a blast stopping by The Power Producers podcast and speaking about buying and selling books of business using Cake🍰,...
09/19/2023

Had a blast stopping by The Power Producers podcast and speaking about buying and selling books of business using Cake🍰, and how we’re building a platform that independent agents can trust.

Big thanks to Dave Carothers for having us on!

“We want to match sellers with people that are for real. And similarly, for the buyers, we want to bring them slices that make sense for their book.”

Be sure to check out the episode here:

We are happy to announce that Cake 🍰 is officially live!Whether you're looking to buy, sell, or value a book of business...
09/05/2023

We are happy to announce that Cake 🍰 is officially live!

Whether you're looking to buy, sell, or value a book of business, Cake is your dedicated partner for navigating the world of insurance transactions.

The future is sweet.

Cake connects independent insurance agents looking to sell a book of business or a slice – a chosen group of accounts – with other independent agents looking to grow their business.

We're here to help you optimize your book, access your wealth, and grow the way you want. Cake’s platform gives buyers and sellers of all sizes access to faster, easier transactions, and more control throughout the process.

Also live now is our free book valuation tool! Keep in mind this tool is currently in demo, and we are actively seeking independent agents like you to test out its early stages and provide feedback.

Interested? Come join the party or reach out to us to learn more.🎂

Looking to buy or sell slices of your insurance business? Cake is the marketplace for independent insurance agents. Contact us today!

Cake is a new option for successful insurance agents. It’s a marketplace where you can sell a slice of your accounts to ...
09/07/2021

Cake is a new option for successful insurance agents. It’s a marketplace where you can sell a slice of your accounts to an aggregator or a larger agency.

You’ve spent years building your business. Years of handshakes, working lunches, and long nights.

And it worked. But the full potential of your wealth is locked away. With Cake, you still own your business and get access to the liquidity you need to maximize your life.

Learn more and visit the new site today at

Get money for a slice of your revenue and stop waiting for wealth. We give you the liquidity to maximize your life now.

08/23/2021

Cake is a brand new option for successful insurance agents.

Unlike an aggregator, we don't want ownership of your business. We want to GIVE YOU the liquidity to maximize your life!

Ask us a question to learn more!

07/19/2021

We know that relationships are the backbone of this industry, and you feel responsible for your customers, employees, and partners. We also know that you want your cake and want to eat it too!

That's why we created Cake. We help you unlock the value of your book of business, support your customers, AND gain financial freedom in the process.

We're launching soon and want you to be first in line, join our insiders' club today to stay up to date!

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Indianapolis, IN
46230

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