Onboarding with Milly Books: Account Creation Guide

Step 1: Create Your Account

Begin the process by navigating to our secure account creation page: https://app.millybooks.com/create-account.

All you need at this stage is an email and, for your security, you’ll create a username and password. Your password must meet these requirements:

• Minimum of 8 characters
• Must contain at least one lowercase letter
• Must contain at least one uppercase letter
• Must contain at least one number
• Must contain at least one special character (e.g., !, @, #, $)

Your username will be displayed if you choose to create a marketplace listing later. To maintain privacy, do not use your email address or any business-identifying information in your username.

This allows you maximum control over when and how you reveal your identity. You can always share personal contact information within direct messages later if you choose.

Step 2: Verify Your Email Address

After submitting your initial details, you will receive a verification code sent to the email address you provided.

Check your inbox (and perhaps spam folder) for this email. Enter the verification code on the Milly Books screen to confirm your email address.

Step 3: Log In for the First Time

You will be directed to the log-in screen. Enter the email address and the secure password you just created.

Step 1: Select Your Role

Specify your role (e.g., agent, agency owner) to help us personalize your journey and present the most relevant tools and features, preventing information overload.

Step 2: Provide Your Basic Information

We’ll need (these are required) some foundational personal and agency information, such as your name, phone number, and agency name. Including a link to your agency’s website is optional but recommended.

Step 3: Provide Your Address

Enter your address to enable location-specific opportunity matching.

Step 4: Additional Information That Helps with Setup

Provide details about your experience, your national producer number (NPN), and the Agency Management Systems (AMS) you use. If your AMS isn’t listed, scroll down and choose “Other.” If you don’t use an AMS, choose “Other – Paper Based.”

We also need to know if you are a member of any associations or networks as this can impact your transaction options.

This information is valuable as it unlocks key features of the platform for you and helps us prioritize future AMS integrations.

Step 5: What brought you to Milly Books?

This is a crucial step to personalize your journey. Indicate your primary interests by selecting whether you are focused on Buying, Selling, Valuation, or Not Sure Yet if you’re just exploring. Select all that apply.

Choose Your Next Step

Based on the information you provide, Milly Books immediately guides you toward the most relevant sections of the platform.

If you’re interested in selling, you’ll be directed toward tools to value your book or create your first listing. If you’re a buyer, you’ll be prompted to build your comprehensive Buyer Profile.

This ensures you access the features most important to you, maximizing your experience from the start.

Best Practices for Maximizing Your Experience

To unlock the platform’s full potential, it’s crucial to adopt practices centered on data quality and active engagement.

• Master Your Data: The accuracy of our valuations and matching depends on the quality of your data. Best practices include ensuring your data is clean and accurate at the source (within your AMS), carefully preparing exports to include all required fields, and diligently reviewing the data previews and mapping tools Milly Books provides during the upload process.
• Leverage Core Features: Actively use features like Slices to perform granular analysis and obtain precise valuations for specific segments of your book. For buyers, creating a detailed and comprehensive Buyer Profile is essential for receiving the most relevant matches.
• Stay Engaged: Interact with the platform by responding to notifications and exploring the dashboard. This ensures you are aware of new opportunities and can take timely action.

The Milly Books Success Team:

Our dedicated Success Team is a vital resource for independent agency owners, providing personalized assistance and deep platform knowledge to help you maximize your results. Collaborating with our team gives you a strategic advantage across several critical areas:

• Data Import: Our team can manage the entire process of data import, review, cleaning, mapping, and uploading for you.
• Crafting Compelling Listings: You can receive expert support from our Success Team to optimize your listing creation, helping you effectively market your book to attract the right buyers.
• General Guidance and Troubleshooting: Our team is available to answer any questions or resolve issues you may encounter, ensuring you can navigate the platform effectively and confidently.

By combining best practices with the expert support of the Milly Books Success Team, you can fully leverage our powerful tools to achieve your M&A goals with confidence and efficiency.