Nest.

For solo agents

One login for the whole independent practice.

CRM, AI Studio, an encrypted document vault, and the annuity tools you actually use - all in one login on the Solo and Pro plans. Bring your own integrations, keep your vendor billing, and import your existing book by CSV.

Start free trialSee the platform

Your day, in one app

The modules that carry an independent book.

Nest is built for the agent who does it all - prospecting, quoting, writing, and the paperwork after. Each piece of the day maps to a module, and they share one contact record so nothing lives in a second tool you have to reconcile.

  • CRM

    Your book, your pipeline, your leads.

    A real CRM, a drag-and-drop pipeline, and a live book of business in one place. Every call, email, and document lands on the contact record, so the history is where you look for it.

    • Pipeline stages for new business and renewals.
    • Contact timeline across calls, emails, and documents.
    • Lead intake with follow-up nudges.
    • CSV import for an existing book of contacts.
    See the CRM
  • Annuity tools

    Run the numbers without leaving the app.

    The annuity work is built in: a Living Benefit Calculator, an Index Analyzer, illustrations, and a rates terminal. The same tools you'd otherwise jump between carrier sites and spreadsheets for.

    • Living Benefit Calculator for income riders.
    • Index Analyzer for crediting strategies.
    • Illustrations alongside a rates terminal.
    • Save an analysis to a lead or policy.
    Open the calculator
  • AI Studio

    Write the mailer, rewrite the email.

    Draft a mailer in your voice, refine the audience with natural-language filters, and rewrite a follow-up until it reads the way you'd say it. No separate copywriting subscription on top of your CRM.

    • AI-drafted mailers tuned to your lines of business.
    • Audience refinement with natural-language filters.
    • Email rewrite tools for outreach and follow-up.
    • Editorial control stays with you.
    See AI Studio
  • E-sign + calendar

    Signatures and meetings, on your accounts.

    Send e-sign requests through your own DocuSign account and book appointments into your Google Calendar. The signed application and the meeting both come back to the contact, no manual cross-referencing.

    • DocuSign requests sent through your account.
    • Google Calendar sync for appointments.
    • Automated license status on demand.
    • AHIP certification tracking alongside it.
  • Document vault

    Paperwork in an encrypted vault.

    Policy documents, signed applications, illustrations, and underwriting notes live in an encrypted vault, scoped to your seat. Tag, search, and export at any time - the records are yours.

    • AES-256-GCM encryption at rest.
    • Tagging and full-text search.
    • Documents anchored to contacts and policies.
    • One-click CSV export, any time.

Pricing

Two single-seat plans, no per-action surcharges.

Solo is $69/mo and Pro is $129/mo - both single-seat, both the same product. Pro adds a larger AI Studio credit allowance and more vault storage for agents who lean on automation. The Team plan is per-seat and is for IMOs running a downline, so it is out of scope here.

Every plan is bring-your-own integrations: you connect your own Twilio, DocuSign, and AHIP accounts and keep the vendor billing. Your documents are encrypted at rest, and CSV export is available at any time - your data is yours.

  • Solo - $69/mo

    Your book, pipeline, and commissions, the AI Studio, a 5 GB encrypted vault, and bring-your-own integrations.

  • Pro - $129/mo

    Everything in Solo with a larger AI Studio credit allowance, 25 GB of vault storage, and early access to new modules.

  • Bring your own integrations

    Twilio, DocuSign, and AHIP run on your accounts. The accounts and billing stay yours.

See pricingStart free trial

Go deeper

The tools an independent agent reaches for most.

FAQ

Common questions.

One 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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