Accurate and well-managed data is the undisputed foundation for a successful sale. Milly Books has developed a comprehensive data integration and management ecosystem designed to unlock the power of your agency’s most critical information. By offering multiple pathways for data import and building the platform on a foundation of rigorous data quality and security, we transform how agencies manage, value, and transact their books of business.
Getting Your Data into Milly Books: Flexible and Secure Pathways
Recognizing that agencies use a wide variety of systems, we provide several methods to bring your book of business data into the platform, from fully automated connections to controlled manual uploads.
- Seamless AMS Integration: The most efficient method is a direct connection with your Agency Management System (AMS). We offer a direct API integration with Hawksoft for automated, weekly data syncing and facilitate an agency-initiated data push for Vertafore products (AMS360, Sagitta, etc.) through Vertafore’s Book Roll product.
- The Manual Connect: For any AMS that can export reports, our Manual Connect feature provides a flexible and controlled alternative. This user-friendly, self-service option involves a simple four-step process of exporting a detailed policy report, uploading the CSV file, mapping your data with our intuitive wizard, and confirming the import.
- Import Service: For those who prefer a hands-off approach, the Milly Books Success Team can manage the entire data import process for you.
Understanding What Happens to Your Data
Once your data is uploaded, it is protected by our comprehensive security framework and refined by our sophisticated internal quality engine.
A Foundation of Trust: How We Protect Your Data
We have placed an uncompromising priority on the security and privacy of your data.
- Data Minimization and Anonymization: Our most critical security measure is that we never store sensitive client information. Details like names, contacts, and Social Security numbers are systematically excluded. We use an anonymized client ID to protect privacy while maintaining data relationships.
- Secure Transfer and Storage: We use industry-standard security protocols like SFTP and secure APIs for data transfer. Your processed data is stored securely in an encrypted relational database with strict access controls.
- Your Data, Your Control: Your agency’s data remains your sole property. All data sharing decisions are made exclusively by you.
The Data Quality Engine: Ensuring Accuracy
To provide accurate valuations, your raw data is transformed into a standardized, high-quality format.
- Proactive Data Validation: The system checks for the presence of all required fields and verifies correct data types, flagging any mismatches for your review.
- Intelligent Transformation and Mapping: Data is automatically transformed for consistency (e.g., state names are abbreviated). The platform then intelligently maps fields like Carrier and Line of Business to a standardized master list. Your custom mappings are saved to increase efficiency for future uploads.
Leveraging Expert Support for Success
Powerful technology is most effective when paired with expert guidance. To unlock the platform’s full potential, we recommend adopting best practices and leveraging the support of the Milly Books Success Team.
Best Practices for Maximizing Your Experience
- Master Your Data: The accuracy of our platform depends on the quality of your data. Ensure your data is clean and accurate at the source (within your AMS) before you begin.
- Leverage Core Features: Actively use features like Slices to perform granular analysis and obtain precise valuations for specific segments of your book.
- Stay Engaged: Interact with the platform by responding to notifications and exploring your dashboard to stay aware of new opportunities.
The Milly Books Success Team: Your Expert Partner
Our dedicated Success Team is a vital resource, providing personalized assistance and deep platform knowledge. Our team can manage the entire data import process for you—from review and cleaning to mapping and uploading. We can also provide expert support to help you craft a compelling listing that attracts the right buyers and offer general guidance to ensure you can navigate the platform with confidence.
By connecting your AMS, you provide the clean, secure, and standardized data needed to power accurate valuations, strategic Slicing, and intelligent matching on the Milly Books platform.
Ready to connect your agency’s data to powerful M&A insights? Create your free account on Milly Books today.