Nest.

For solo agents

One login for the whole independent practice.

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

Get startedSee 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 CRM, a drag-and-drop pipeline, and a book of business in one place. Notes, tasks, meetings, and documents land on the contact record, so the history is where you look for it.

    • Pipeline stages for new business and renewals.
    • Contact timeline across notes, tasks, meetings, 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, hypothetical projections, and a rate board for your own carrier rate sheets. The same tools you'd otherwise jump between carrier sites and spreadsheets for.

    • Living Benefit Calculator for income riders.
    • Index Analyzer for crediting strategies.
    • Projections alongside your own rate sheets.
    • 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
  • Signed copies + calendar

    Signed copies and meetings, in one place.

    Download a document, have your client sign it, and upload the signed copy to the contact. Appointments live on your Nest calendar. DocuSign is coming soon.

    • Signed copies filed with the client. DocuSign is coming soon.
    • Appointments, reviews, and reminders on your Nest calendar.
    • License and CE tracking with renewal dates.
    • AHIP certification tracking alongside it.
  • Document vault

    Paperwork in an encrypted vault.

    Policy documents, signed applications, projections, and underwriting notes can live in an encrypted vault, scoped to your account. Tag, search, and export while you are subscribed and for a limited period afterward.

    • AES-256-GCM encryption at rest.
    • Tags and search by file name, contact or tag.
    • Documents anchored to contacts and policies.
    • CSV export while subscribed and for a limited period afterward.

Pricing

Two plans for the individual agent, no per-action surcharges.

Solo is $69.99/mo and Pro is $129/mo - the same product either way. Pro adds a larger AI Studio credit allowance, more vault storage and the automations, for agents who lean on them daily.

Every plan is bring-your-own integrations: you connect your own accounts and keep the vendor billing. Salesforce is live; the rest are coming soon. Vault documents are encrypted at rest, and CSV export is available while you are subscribed and for a limited period afterward. Plans renew automatically and all fees are non-refundable.

  • Solo - $69.99/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 first access to new modules when they are released.

  • Bring your own integrations

    Salesforce runs on your account today; DocuSign and AHIP are coming soon. The accounts and billing stay yours.

See pricingGet started

Go deeper

The tools an independent agent reaches for most.

FAQ

Common questions.

One platform. Your tools. Your data.

Solo from $69.99, Pro $129 - see pricing. Bring your own integrations and the accounts stay yours when you leave.

Get started

Bring your book across in one CSV pass.