Built for the independent annuity agent
One platform.
The whole stack.
Model, document and service annuity business from one login.
Integrations: bring your own accounts
Salesforce is the only integration live today. The rest are coming soon. Names are shown only to say which services you can connect; Nest is not affiliated with or endorsed by these companies.
- Salesforce
- DocuSignComing soon
- AHIPComing soon
What replaces your whole stack.
Many agents run a separate tool for each job. Here is what Nest puts under one login. See pricing.
Swipe to compare
Nest does not compare itself to named vendors or quote their prices. Plans renew automatically; all fees are non-refundable. See pricing and terms.
Every module, one login.
The CRM your day runs on.
Pipeline stages, contact records, lead intake, and a view of every policy you record, with quick filters and CSV import end to end.
- Drag-and-drop pipeline with custom stages
- Contact timeline across notes, tasks, meetings, docs
- Lead intake with assignment + follow-up nudges
- CSV import / export for contacts, leads, policies
AI Studio
Mailers, audiences & rewrites - AI drafts you approve
Draft a mailer, refine the audience in plain language, rewrite until it reads right. Included in every plan up to its monthly credit allowance; extra credits can be bought as a pack.
Compliance
License, calendar & vault on one timeline
License and CE tracking, an in-app calendar, and an AES-256-GCM vault, all landing on the same contact record. NIPR sync and DocuSign are coming soon.
Rates
Caps, par rates and MYGA guarantees from your own sheets
A rate board built from the carrier sheets you upload, visible only to you, with the columns, sort and filters to compare them in one place.
The annuity software most CRMs skip.
A general-purpose CRM stops at the record. Nest adds annuity modeling and comparison tools, so your planning work sits next to your client records.
- Living Benefit CalculatorCompare living-benefit rider terms side by side for the same premium, from NEST reference data and your inputs. Verify every figure with the insurer.
- ProjectionsModel a hypothetical year-by-year projection for planning. Projections are not insurer-authorized illustrations.
- Index AnalyzerModel how index crediting methods might have performed using terms you enter. Hypothetical, not a prediction.
Plain math. One login.
No setup fees, no add-on surcharges, and no per-action AI billing. Plans renew automatically and fees are non-refundable. Bring your own integrations. Compare plans.
Solo
For independent agents running their own book.
$69.99/mo
Billed monthly · single seat
Billed monthly. Renews automatically each month. Cancel anytime in Settings > Billing; cancellation takes effect at the end of the paid period. All fees are non-refundable. Annual billing is $660 per year. Refund & cancellation policy
- Your book, pending pipeline, and commissions
- 250 AI credits / month for the AI Studio
- 5 GB encrypted document vault
- Bring-your-own integrations (Salesforce live, others coming soon) - you keep your vendor billing
- CSV import + export
- Email support
- Recommended
Pro
For high-volume agents who lean on the automation.
$129/mo
Billed monthly · single seat
Billed monthly. Renews automatically each month. Cancel anytime in Settings > Billing; cancellation takes effect at the end of the paid period. All fees are non-refundable. Annual billing is $1,188 per year. Refund & cancellation policy
- Everything in Solo
- 6× the AI Studio credits - 1,500 a month, not 250
- Automations: send the follow-up templates you configure and turn on
- 25 GB encrypted document vault - 5× Solo
- Salesforce integration (more coming soon)
- Priority email support (best-effort, no guaranteed response time)
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 vault documents are encrypted at rest.
Encrypted document vault
Documents in the vault are encrypted at rest with AES-256-GCM, and access is scoped to your organization in application code.
Your accounts, your data
Salesforce connects with your own account today; DocuSign and AHIP are coming soon. Leave Nest and those accounts stay with you.
License and AHIP status, tracked
Producer licenses and AHIP certifications you enter are tracked with renewal dates, next to the carrier appointments they relate to. Nest does not verify them, and automatic lookups are not available yet.
Your data stays yours
CSV export while you are subscribed and for a limited period afterward, and an audit log of selected actions, including AI generation events. Nest does not aggregate across accounts or sell client information.
What Nest plugs into.
Salesforce is live today. DocuSign, AHIP, and carrier feeds are coming soon. Every one of them authenticates through your own account, so none of it is resold back to you at a markup.
Salesforce
Import your contacts, leads, policies, and activity history from your existing Salesforce account.
DocuSignComing soon
Coming soon: send applications and policy paperwork from your own account.
AHIPComing soon
Coming soon: read your AHIP certification status beside your carrier appointments.
Carrier feedsComing soon
Coming soon: connect the carriers you write with. We never ship our own roster.
What agents 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. See pricing. CSV import brings contacts, leads, and policies across in one pass.
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