Built for annuity producers & IMOs
One platform.
The whole stack.
Quote, write, and service annuity business from one login, with the carrier and suitability tools generic CRMs never built.
Trusted by over 200 agents.
Book
Commissions. Posted and expected commission, by carrier, with the 12-week forecast.
Work now
RenewalsDue in the next 30 daysAt riskIn grace or lapsedBook
Policy rosterThe whole bookIndex reviewsAllocation review queueClients 360Rolled up by householdSegmentsCarrier, product, persistencyDownline booksRead-only, one agent at a timeMoney
CommissionsLedger and forecastCarrier statementsUpload and reconcile$18,420 posted in July · $184,600 YTD
Refresh projections from bookNext 30 days
$24,180
forecast
MTD posted
$18,420
July
YTD posted
$184,600
7 carriers
Posted transactions
312
on file
Next 30 days $24,180 across 4 weeks, projected from pending and inforce.
Works with the tools you already own
Connect your own accounts. No partnership required.
- Salesforce
- DocuSign
- Google Calendar
- Twilio
- AHIP
What replaces your whole stack.
Most agents pay five vendors to cover one job. Here is what each approach costs and what it leaves you to solve yourself. See pricing.
Swipe to compare all three
Representative category pricing; competitor plans vary. Nest Solo is $69.99/mo flat, billed monthly, cancel any time.
Every module, one login.
The CRM your day runs on.
Pipeline stages, contact records, lead intake, and a live view of every policy you write, with quick filters and CSV import end to end. Your whole book, queryable, from the day you import it.
- Drag-and-drop pipeline with custom stages
- Unified contact timeline across calls, emails, docs
- Lead intake with assignment + follow-up nudges
- CSV import / export for contacts, leads, policies
Book
Renewals. Every renewal and anniversary touch inside the next 90 days, nearest first.
Work now
RenewalsDue in the next 30 daysAt riskIn grace or lapsedBook
Policy rosterThe whole bookIndex reviewsAllocation review queueClients 360Rolled up by householdSegmentsCarrier, product, persistencyDownline booksRead-only, one agent at a timeMoney
CommissionsLedger and forecastCarrier statementsUpload and reconcileDue 30 days
8
3 need a call
Due 60 days
6
next on deck
Renewal premium 30d
$434,500
across 8 policies
Annual reviews 90d
9
anniversary touch
Due this month
Renewal date inside the next 30 days. These are the calls to book today.
| Client | Carrier | Product | Renews | Premium |
|---|---|---|---|---|
| Marcus Whitfield | Athene | MYGA 5 | Aug 2 | $125,000 |
| Diane Okafor | F&G | TriFlex 7 | Aug 5 | $84,000 |
| Ray Delgado | Nationwide | Peak 10 | Aug 9 | $60,000 |
| Priya Raman | Global Atlantic | ForeStructured 6 | Aug 13 | $52,500 |
| Ellen Brubaker | Corebridge | Power Series 7 | Aug 17 | $45,000 |
| Tomas Herrera | Allianz | Benefit Control | Aug 20 | $30,000 |
| Hank Osterman | Athene | Amplify 2.0 | Aug 24 | $22,000 |
| Joyce Lindqvist | MassMutual | Stable Voyage 3 | Aug 27 | $16,000 |
Next 60 days
Plenty of runway - but block time now so the calendar fills before the rush.
Q3 2026
July through September. Heads-up window for term re-shop and IUL annual reviews.
Annual reviews coming up
Active policies with an anniversary in the next 90 days. Needs change, beneficiaries, upsell.
Renewal outlook
- Due 30 days
- 8
- Due 60 days
- 6
- Renewal premium 30d
- $434,500
- Annual reviews 90d
- 9
Upcoming renewal windows and anniversaries, derived from the book. Click a timeline entry to inspect the policy here.
AI Studio
Mailers, audiences & rewrites - in your voice
Draft a mailer, refine the audience in plain language, rewrite until it reads right. Included in every plan, at no metered cost per generation.
Compliance
License, e-sign, calendar & vault on one timeline
Automated license status, DocuSign requests, Google Calendar sync, and an AES-256-GCM vault, all landing on the same contact record.
For IMOs
Multi-agent hierarchies, override math & audit log
Roll up a downline with role-based access, invite codes, bulk operations, and reporting that reconciles to the dollar.
The annuity software most CRMs skip.
A general-purpose CRM stops at the record. Nest carries the quoting and comparison work too, so the sale and the illustration happen in one login.
- Living Benefit CalculatorRank carriers by guaranteed lifetime income for the same premium, side by side.
- IllustrateBuild and share clean policy illustrations - cash value and death benefit over 30 years.
- Index AnalyzerCompare crediting methods on point-in-time pricing, with the honesty gap vs naive back-tests.
Plain math. One login.
No setup fees, no add-on surcharges, no per-action AI billing. Bring your own integrations and cancel any time. Compare plans.
Solo
For independent agents running their own book.
$69.99/seat/mo
Billed monthly · single seat
- Your book, pending pipeline, and commissions
- 250 AI credits / month for the AI Studio
- 5 GB encrypted document vault
- Bring-your-own Twilio, DocuSign - you keep your vendor billing
- CSV import + export any time
- Email + chat support
- Most popular
Pro
For high-volume agents, on their own or with a small team.
$129/mo
Billed monthly · up to 5 seats
- Everything in Solo
- Up to 5 seats at one flat per-seat price
- 1,500 AI credits / month for the AI Studio
- 25 GB encrypted document vault
- Bring-your-own integrations across the catalog
- Priority email + chat support
- Priced by role
Team / IMO
For agencies and IMOs running a hierarchy of agents.
from$49.99/seat/mo
Billed monthly · includes one $199 full-stack owner seat
- Everything in Pro
- All-inclusive CRM that replaces Salesforce: households, pipeline + opportunities, and 1-click migration
- Un-metered CRM, comms, e-sign, and document surfaces - no per-record limits
- Pay per role: $49.99 agent, $89.99 agent with advanced tools, $199 full-stack
- 1,000 AI credits / seat / month included, with +1k / +2k / +3k packs per seat
- Call Center add-on per seat, with or without AI
Your tools, your accounts, your data.
Nest connects the accounts you already pay for rather than reselling them back to you. Your records stay portable, and every client document sits under encryption.
Encrypted document vault
Client paperwork lives in an AES-256-GCM encrypted vault, scoped to your book and no one else's.
Your accounts, your data
Twilio, DocuSign, Google, and AHIP connect with your own keys. Leave Nest and those accounts stay with you.
License and AHIP status, tracked
Producer licenses and Medicare certifications update on demand, sitting right next to the appointments they gate.
Role-based access for IMOs
Roll up a downline with role-based access, invite codes, and an audit log that reconciles to the dollar.
What Nest plugs into.
Salesforce, DocuSign, Google Calendar, Twilio, AHIP, and the carriers you already write with. Every one of them authenticates through your own account, so none of it is resold back to you at a markup.
Salesforce
Sync contacts and opportunities with your existing Salesforce org.
DocuSign
Send applications and policy paperwork from your own account.
Google Calendar
Two-way sync for meetings, appointments, and follow-ups.
Twilio
Send SMS and place calls from your own Twilio account.
AHIP
Track Medicare certifications alongside your appointments.
Carrier feeds
Connect the carriers you write with - we never ship our own roster.
What agents and IMOs ask.
The common ones. Pricing, setup, integrations, annuity tools, security, and step-by-step how-tos all live in the help center.
Visit the help centerMove your book over this week.
Solo from $69.99, Pro $129, Team for IMOs from $49.99/seat. See pricing. CSV import brings contacts, leads, and policies across in one pass.
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