Question 1

What does Nest cost?

Accepted Answer

There are 3 plans: Solo, Pro, and Team. Team is built for IMOs and is priced per seat by role, and every Team workspace includes one full-stack owner seat. Current numbers live on /pricing. Whatever the plan, 1 login replaces a stack of separate subscriptions: a CRM, an email marketing tool, an AI copy tool, a license tracker that covers AHIP, an e-sign tool, 2-way calendar sync, a CSV import script, and an encrypted document vault. The annuity tools come in the same login: the Living Benefit Calculator, the Index Analyzer, illustrations and quotes, and the rates terminal. So the cost question is really 1 line item against the 8-plus tools it stands in for. The live demo is at demo.nestannuity.com if you want to look before you talk.

Question 2

Can I move my existing book of business in?

Accepted Answer

Yes. Import a CSV to bring your existing book in. Contacts, leads, and policies all come across in 1 pass, so you are not retyping records by hand. Your data stays yours. Contacts, leads, and policies export back to CSV at any time, on your schedule, not ours. There is no lock-in step between you and your own records.

Question 3

Do I keep my current carrier appointments?

Accepted Answer

Yes. Nest is carrier- and vendor-agnostic. You write through the carriers you already have, and Nest does not resell appointments or aggregate data across organizations. Nest is software, not a data broker. It does not sell client data and does not pool your records with another agency's. When you leave, your accounts and contracts stay with you. Formal statements live at /legal/terms and /legal/disclosures.

Question 4

Which integrations does Nest support?

Accepted Answer

Bring your own. You connect your Twilio, your DocuSign, your Google Calendar, your AHIP, your supported carrier feeds, and standard email plus webhook surfaces. Nest does not resell these services and does not aggregate them across organizations. You connect your accounts under your terms. When you leave, those accounts and the contracts behind them stay with you.

Question 5

Can an IMO roll Nest out across a downline?

Accepted Answer

Yes. The Team plan is built for IMOs and is priced per seat by role, and every Team workspace includes one full-stack owner seat. Each agent gets the same all-in-one login, and your records stay scoped to your organization. Tell us your roster size on the form and we will walk through the rollout.

Question 6

What annuity tools are included?

Accepted Answer

4 ship inside the same login: the Living Benefit Calculator, the Index Analyzer, illustrations and quotes, and the rates terminal. They sit alongside the CRM, the document vault, and the rest of the platform, so you are not exporting data to a separate annuity tool and back.

Question 7

How is my client data secured?

Accepted Answer

Data is encrypted at rest with AES-256-GCM using org-scoped keys, not a shared tenant pool. Cross-org reads are impossible by design, enforced at the data layer rather than a UI filter. An audit log records every read, write, and share. Nest is carrier- and vendor-agnostic and is software, not a data broker. It does not sell client data and does not aggregate records across organizations. Formal statements live at /legal/terms and /legal/disclosures.

Question 8

Does Nest sell my client data?

Accepted Answer

No. Nest is software, not a data broker. It does not sell client data, and it does not aggregate records across organizations into a shared pool. Your book is scoped to your organization and stays that way. The full statement lives at /legal/disclosures.

Question 9

Can I export everything if I leave?

Accepted Answer

Yes. Contacts, leads, and policies export to CSV at any time, so your book is portable on day 1 and on your last day. Your bring-your-own accounts and your carrier contracts stay with you on exit. Nothing about leaving requires our sign-off on your own data.

Question 10

How fast does someone reply?

Accepted Answer

A real person on the team picks up the form and email. Send the form or email hello@nestannuity.com and we will match you with the right person.

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