Nest by Mule Digital LLC
For Alpha producers
Nest, for annuity agents.
One platform for the whole annuity practice. Nest is software published by Mule Digital LLC. It is not affiliated with or endorsed by Alpha Solutions Management or any insurer.
No free trial. Plans renew automatically and all fees are non-refundable.
Why agents use Nest
The tools around the business you already write.
Your IMO and your carriers bring the contracting and the case support. Nest is independent software that holds the practice around them, and it stays out of the way of the relationships you already own. Alpha Solutions Management has not reviewed or approved Nest, and Nest does not sell or recommend any insurance product.
One login for several jobs
CRM and pipeline, email marketing, AI-assisted copy drafts, license tracking from details you enter, a calendar, and an encrypted document vault, in one place under one bill.
Annuity modeling tools
The Living Benefit Calculator, the Index Analyzer, projections and quotes, and the rate board for your own rate sheets, all sitting on the same book of business as the CRM. They produce estimates, not insurer illustrations.
Your carriers, your contracts
Nest is carrier- and vendor-agnostic. You write through the appointments you already hold. Nest does not resell appointments and does not pool your records with another agency's.
Your book stays portable
Bring your existing book in from a CSV in one pass, and export contacts, leads, and policies back out while you are subscribed and for a limited period afterward, as set out in the Terms of Service.
How signing up works
Three steps.
- 01
Create your account
Create your account on this page with an email and a password, and agree to the Terms of Service and Privacy Policy.
- 02
Choose a plan
Pick Solo or Pro and monthly or annual billing. There is no free trial. The price, automatic renewal, and the no-refund policy are shown before you pay.
- 03
Import your book
Bring your contacts, leads, and policies in from a CSV. Time depends on the size and quality of your file.
Pricing is published in full at /pricing so you can do the math before you commit to anything. Plans renew automatically, and all fees are non-refundable.
Ready to look at Nest?
It takes an email and a password. You choose a plan before you pay.
Create your account