One platform.
Five tools fewer.
Nest is the all-in-one platform for individual licensed insurance agents and IMOs. CRM, AI copy, license tracking, e-sign, calendar, an encrypted vault, plus annuity tools - the calculator, illustrations, and index analyzer - in one login.
Inside the platform
The dashboard, three angles.
Real screens with real data shapes. Drag, scroll, or arrow-key through.
Why Nest exists
Built to replace the stack, not extend it.
AgencyBloc charges $90 per agent and adds modules à la carte. Better Agency starts at $80 with paid AI add-ons. Nest is $69 flat - CRM, AI Studio, vault, e-sign, calendar, and license tracking in one login.
The difference isn't a feature comparison. It's whether your tooling bill grows with your book.
The à-la-carte stack
What the tools cost separately
- CRM + pipeline$90
- AI copy + email marketing$120
- E-signature$25
- Calendar + scheduling$15
- License + compliance tracking$30
Representative standalone pricing. Your stack may run higher.
Nest - all of it
One login, flat. No add-ons, no per-action AI billing.
Save ~$211/mo$69
per agent / mo
The platform
Every module, one login.
CRM
The CRM your day actually runs on.
Pipeline stages, contact records, lead intake, and a live view of every policy you write - quick filters and CSV import end-to-end. The book, not a spreadsheet pretending to be one.
- 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
Annualized
$2.4M
+12% MoM
Active
318
Avg APV
$7,540
Retention
94%
trailing 24mo
| Client | Carrier | Product | Premium |
|---|---|---|---|
| Patel · IUL | Sequoia | Apex IUL | $8,200/yr |
| Nguyen · Term | Harbor | Term 25 | $1,140/yr |
| Reyes · FE | Briar Hill | Final 50+ | $960/yr |
| Johnson · MYGA | Evergreen | MYGA 5 | $72,500 |
| Williams · IUL | Sequoia | Apex IUL | $5,300/yr |
| Brooks · Term | Northriver | Term 20 | $2,210/yr |
AI Studio
Mailers, audiences & rewrites - in your voice
Draft a mailer, refine the audience in plain language, rewrite until it reads right. Built in, not a $200/mo add-on.
Compliance
License, e-sign, calendar & vault on one timeline
NIPR license status, DocuSign requests, Google Calendar sync, and an AES-256-GCM vault - stitched together, not bolted on.
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.
Pricing
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/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, NIPR - you keep your vendor billing
- CSV import + export any time
- Email + chat support
- Most popular
Pro
For high-volume solo agents who lean on automation.
$129/seat/mo
Billed monthly · single seat
- Everything in Solo
- 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
- Early access to new modules
- Min 5 seats
Team / IMO
For agencies and IMOs running a hierarchy of agents.
$199/seat/mo
Billed monthly · min 5 seats
- Everything in Pro
- 3,000 AI credits / seat / month (per-seat, not pooled)
- 50 GB / seat pooled vault storage for the team
- Multi-agent hierarchy (FMO → IMO → MGA → agency → agent)
- Admin panel with seat activity + audit log
- Bulk NIPR sync + one-time invite codes per seat
- Bring-your-own integrations org-wide
- Phone support
Integrations
Your tools, your accounts. Nest is the connector.
Bring your own integrations - Salesforce, DocuSign, Google Calendar, NIPR, AHIP, and the carriers you already write with. Nest is the layer that stitches them together. When you leave, those accounts stay with you.
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.
- NIPR
Pull and refresh your producer license data on demand.
- AHIP
Track Medicare certifications alongside your appointments.
Carrier feeds
Connect the carriers you write with - we never ship our own roster.
FAQ
Questions agents and IMOs actually ask.
A few of the common ones. For the full picture - pricing, setup, integrations, annuity tools, security, and step-by-step how-tos - browse the help center.
Visit the help centerOne platform. Your tools. Your data.
Solo from $69, Pro $129, Team for IMOs (min 5 seats) $199/seat - see pricing. Bring your own integrations and the accounts stay yours when you leave.
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