Nest.

For IMOs & agencies

Scale your downline without scaling your operations.

Nest is the same product your agents run solo, with the org plumbing a downline needs - a multi-agent hierarchy, compensation grids, downline broadcasts, recruiting, payouts, co-branding, and a full audit log. One admin panel for the whole organization, not five disconnected tools.

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The hierarchy

Model the org the way it actually nests.

An IMO is not a flat list of agents. Nest models the full chain - FMO to IMO to MGA to agency to agent - with seat management and role-based access at every level. Each role sees the scope you grant it and nothing above. New agents come in through one-time invite codes that drop them into the right level on the first login.

  • Multi-agent hierarchy from FMO down to the writing agent.
  • Seat management with role-based access scoped per level.
  • Per-seat invite codes for onboarding, no manual provisioning.
  • Same product agents already know - no separate IMO build.

Compensation

Comp grids, overrides, and rollups that add up.

Set compensation grids and overrides per level, and let commission roll up the hierarchy the way your contracts are written. Forecasting projects expected payouts from the policies your downline has already booked, so a renewal month is a number you can see coming rather than a surprise.

  • Compensation grids and overrides configured by level.
  • Commission rollups that follow the hierarchy.
  • Forecasting from booked policies, not estimates.
  • Payout ledgers per agent and level.

Grow and govern

Recruit, broadcast, and keep the record straight.

Run candidates through a recruiting pipeline, broadcast to your downline, and surface top producers on a leaderboard. Co-branding lets the surfaces your agents work in read as yours. And an org-wide audit log records every read, write, and share, so a compliance question has an answer.

  • Recruiting pipeline for candidates and onboarding.
  • Downline broadcasts to any level of the org.
  • Producer leaderboard across the organization.
  • Co-branding on agent-facing surfaces.
  • Org-wide audit log on every read, write, and share.

The admin panel

One panel for the whole organization.

Everything an IMO needs to run a downline sits behind one admin login, on the Team plan. Team is per-seat at $199/seat with a 5-seat minimum - the same product your agents run solo, with the org plumbing layered on.

  • Hierarchy

    Multi-agent hierarchy with role-based access

    Model your org the way it actually nests - FMO to IMO to MGA to agency to agent - then manage seats and scope what each role can see and do.

    • FMO to IMO to MGA to agency to agent levels.
    • Seat management with one-time invite codes.
    • Role-based access scoped to the level above.
  • Compensation

    Compensation grids, overrides, and rollups

    Set comp grids and overrides per level, then watch commission roll up the hierarchy. Forecasting projects expected payouts from the book you already wrote.

    • Comp grids and overrides by level.
    • Commission rollups up the hierarchy.
    • Forecasting from booked policies.
  • Recruiting

    Downline broadcasts, recruiting, and onboarding

    Broadcast to your downline, run candidates through a recruiting pipeline, and onboard new agents with invite codes that drop them straight into the right level.

    • Downline broadcasts to any level.
    • Recruiting pipeline for candidates.
    • Onboarding via per-seat invite codes.
  • Payouts

    Payout ledgers, leaderboard, and co-branding

    Track payouts on a ledger, surface top producers on a leaderboard, and co-brand the surfaces your agents work in so the platform reads as yours.

    • Payout ledgers per agent and level.
    • Producer leaderboard across the org.
    • Co-branding on agent-facing surfaces.
  • Governance

    Org-wide audit log

    Every read, write, and share is recorded in an org-wide audit log, so a compliance question has an answer instead of a guess.

    • Audit log across the whole organization.
    • Reads, writes, and shares recorded.
    • Scoped to your org by design.

Go deeper

The modules a downline leans on.

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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