The platform
Built for one agent. Built for ten thousand.
CRM, AI Studio, license tracking, e-sign, calendar, and an encrypted document vault - one login replacing the stack you're paying for now. Same product whether you're writing solo or rolling out a downline.
CRM
Pipeline, contacts, leads, policies - one workspace.
A real CRM built for agents. Pipeline stages for new business, contact records that carry every interaction, leads with intake forms, and a live view of every policy you write. CSV import is end-to-end, so a fresh book is in within minutes.
- Drag-and-drop pipeline with custom stages.
- Unified contact timeline across calls, emails, and documents.
- Lead intake with assignment rules and follow-up nudges.
- CSV import / export for contacts, leads, and policies.
Annualized
$2.4M
+12% MoM
Active
318
Avg APV
$7,540
Retention
94%
trailing 24mo
| Client | Carrier | Product | Premium |
|---|---|---|---|
| Patel · IUL | Sequoia | Apex IUL | $8,200/yr |
| Nguyen · Term | Harbor | Term 25 | $1,140/yr |
| Reyes · FE | Briar Hill | Final 50+ | $960/yr |
| Johnson · MYGA | Evergreen | MYGA 5 | $72,500 |
| Williams · IUL | Sequoia | Apex IUL | $5,300/yr |
| Brooks · Term | Northriver | Term 20 | $2,210/yr |
License + e-sign + calendar
Compliance, signatures, and meetings on one timeline.
Nest pulls license status from NIPR (BYO account), sends e-sign requests through your DocuSign account, and books meetings into your Google Calendar. Every artifact lands back on the contact timeline, no manual cross-referencing.
- NIPR-backed producer license tracking, on demand.
- DocuSign requests sent through your own account.
- Two-way Google Calendar sync for appointments.
- AHIP certification tracking alongside license data.
18 in flight
Updated 2 min ago
Submitted
5
- Garcia · labs
- Cho · APS
- Lee · paramed
Underwriting
6
- Davis · review
- Park · APS
- Brown
Approved
4
- Khan · 7d
- Ali · 2d
- Reyes
Issued
3
- Hernandez
- Ward
- Tate
Document vault
Encrypted vault built for the paperwork side of the job.
Policy documents, signed applications, illustrations, and underwriting notes all live in an encrypted vault. AES-256-GCM at rest, scoped to your org and your seat. Tag, search, and export - your records are always yours.
- AES-256-GCM encryption at rest with org-scoped keys.
- Tagging, full-text search, and one-click export.
- Document attachments anchored to contacts and policies.
- Audit log for every read, write, and share.
Next 30 days
$24,180
forecast
MTD posted
$11,940
YTD
$184k
| Carrier | Product | Expected |
|---|---|---|
| Sequoia | IUL renewals | $8,640 |
| Harbor | Term FYC | $5,210 |
| Briar Hill | Final FYC | $3,420 |
| Evergreen | MYGA FYC | $6,910 |
AI Studio
Mailers, audiences, and email rewrites - built in.
Draft a mailer in your voice, refine the audience with natural-language filters, and rewrite an email until it reads the way you'd say it. Background fan-out runs on Vercel Queues; you keep the editorial control.
- AI-drafted mailers tuned to your tone and lines of business.
- Audience refinement with natural-language filters.
- Email rewrite tools for follow-up and outreach.
- Mailer sends fan out reliably on Vercel Queues.
Audience
Match
1,284
households · avg. inc. $72k
| Mailer | Audience | Cost / piece |
|---|---|---|
| 3-step Medicare reminder | 1,284 | $0.42 |
| Final expense intro | 812 | $0.36 |
| IUL retirement letter | 640 | $0.48 |
How it works
Two audiences. One platform. Your tools, your accounts.
Nest is software, not a data broker. You bring your own integrations - Twilio, DocuSign, Google Calendar, NIPR, AHIP, and the carriers you write with. When you leave, those accounts stay with you. The platform is the connector, not the gatekeeper.
Individual agents run their own book - vertical-agnostic across life, health, and P&C. Solo is $49/mo and Pro is $99/mo. Import policies, leads, and contacts in minutes via CSV, then let the CRM, AI Studio, and document vault carry the day-to-day.
IMOs roll out multi-agent hierarchies with an admin panel, role-based access, invite codes for onboarding, bulk operations, and a full audit log. Team pricing is $149/seat with a 5-seat minimum. Same product as solo, with the org plumbing your downline needs.
Your data is yours. Documents are encrypted at rest with AES-256-GCM, org-scoped keys, and a one-click CSV export. Nest doesn't aggregate across organizations and doesn't sell client information.
All-in-one, one login
CRM, email marketing, AI copy, license tracking, e-sign, calendar, and document vault under one roof.
BYO integrations
Connect Twilio, DocuSign, Google Calendar, NIPR, AHIP, and your carriers. The accounts stay yours.
Multi-agent for IMOs
Admin panel, audit log, invite codes, bulk operations, downline reporting. Team plan from $149/seat (min 5).
Encryption + export
AES-256-GCM vault, org-scoped keys, CSV export at any time. We don't aggregate, share, or sell.
One platform. Your tools. Your data.
Solo from $49, Pro $99, Team for IMOs (min 5 seats) $149/seat - see pricing. Sign up takes a few minutes, and your integrations come with you when you leave.