Nest.

The platform

Everything your book needs, on one login.

CRM, AI Studio, license tracking, calendar, and an encrypted document vault, instead of the stack you're paying for now. One agent, one login, one bill.

Get startedSee integrations

CRM

Pipeline, contacts, leads, policies - one workspace.

A CRM built for agents. Pipeline stages for new business, contact records that carry your notes and documents, leads with intake forms, and a view of every policy you write. CSV import is end-to-end, so a book can be loaded in a single pass.

  • Drag-and-drop pipeline with custom stages.
  • Contact timeline across notes, tasks, meetings, and documents.
  • Lead intake with assignment rules and follow-up nudges.
  • CSV import / export for contacts, leads, and policies.
CRM workspace. Illustrative sample data. Not actual carrier rates, products or ratings.

License + calendar + vault

Compliance, signed copies, and meetings on one timeline.

Nest tracks producer licenses, CE, and certifications you enter, files signed copies with the client, and keeps meetings in your Nest calendar. Artifacts you file land back on the contact timeline. NIPR sync and DocuSign are not available yet.

  • License tracking with renewal and CE dates you enter.
  • Download to sign, upload the signed copy. DocuSign is coming soon.
  • Appointments, reviews, and reminders on your Nest calendar.
  • AHIP certification tracking alongside license data.
Compliance + signed copies. Illustrative sample data. Not actual carrier rates, products or ratings.

Document vault

Encrypted vault built for the paperwork side of the job.

Policy documents, signed applications, projections, and underwriting notes can live in an encrypted vault. Documents are encrypted at rest with AES-256-GCM and scoped to your account. Tag, search, and export your records.

  • AES-256-GCM encryption at rest.
  • Tags, search by name or contact, and CSV export.
  • Document attachments anchored to contacts and policies.
  • Audit log of selected actions such as document downloads and record changes.
Encrypted vault. Illustrative sample data. Not actual carrier rates, products or ratings.

AI Studio

Mailers, audiences, and email rewrites - built in.

Draft a mailer, refine the audience with natural-language filters, and rewrite an email. AI drafts are starting points that you edit and approve. Approved sends run in the background.

  • AI-drafted mailers you edit and approve.
  • Audience refinement with natural-language filters.
  • Email rewrite tools for follow-up and outreach.
  • Approved mailer sends run in the background.
AI Studio. Illustrative sample data. Not actual carrier rates, products or ratings.

How it works

One platform. Your tools, your accounts.

Nest is software, not a data broker. You bring your own integrations. Salesforce is the only integration live today; DocuSign, AHIP, and carrier feeds are coming soon. When you leave, those accounts stay with you. The platform is the connector, not the gatekeeper.

Individual agents run their own annuity and life book. Solo is $69.99/mo and Pro is $129/mo. Import policies, leads, and contacts via CSV, then use the CRM, AI Studio, and document vault for the day-to-day.

Higher volume moves you to Pro: six times the AI Studio credits, five times the vault, and automations that send the follow-up templates you configure and turn on. Same product either way - the split is about volume, not about gating the toolset.

Your data is yours. Vault documents are encrypted at rest with AES-256-GCM and you can export to CSV while you are subscribed and for a limited period afterward. Nest doesn't aggregate across accounts and doesn't sell client information. Plans renew automatically and all fees are non-refundable.

  • All-in-one, one login

    CRM, email marketing, AI copy, license tracking, calendar, and document vault under one roof.

  • BYO integrations

    Connect Salesforce today. DocuSign, AHIP, and carrier feeds are coming soon. The accounts stay yours.

  • Your own rate sheets

    A rate board built from the carrier rate sheets you import, private to your account, with a warning when a sheet goes stale.

  • Encryption + export

    AES-256-GCM vault, CSV export at any time. We don't aggregate, share, or sell.

Explore the platform

Everything lives inside one login.

One platform. Your tools. Your data.

Solo from $69.99, Pro $129 - see pricing. Sign up takes a few minutes, and your integrations come with you when you leave.