The platform
Built for one agent. Built for ten thousand.
CRM, AI Studio, license tracking, e-sign, calendar, and an encrypted document vault, on one login instead of 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.
People
Callbacks due
12
today
Open leads
248
unclosed
Est. open pipeline
$6.8M
premium
Saved audiences
6
segments
Mailers in flight
2
in market
Avg response
6.4%
last 90 days
| Name | Stage | Last call | Source | State | Est. value | Score |
|---|---|---|---|---|---|---|
| Ivan Delacroix | Qualified | 3d ago | Referral | AZ | $310,000 | 93 |
| Emmett Bruckner | Qualified | Yesterday | Referral | IN | $250,000 | 91 |
| Roy Tanaka | Contacted | 8d ago | Seminar | CA | $210,000 | 71 |
| Lourdes Ferreira | Quoted | 4d ago | Seminar | TX | $175,000 | 88 |
| Bridget Callahan | Quoted | Today | Medicare mailer | OH | $140,000 | 79 |
| Wanda Silverio | Contacted | 2d ago | Facebook form | FL | $120,000 | 74 |
| Marge Ostrowski | Contacted | 6d ago | Direct mail | WI | $95,000 | 59 |
| Gerald Vanterpool | New | - | Medicare mailer | OH | $85,000 | 82 |
| Estelle Kirchner | New | - | Website quote | MI | $75,000 | 64 |
| Curtis Nwachukwu | New | - | Website quote | GA | $60,000 | 67 |
License + e-sign + calendar
Compliance, signatures, and meetings on one timeline.
Nest keeps producer license status current on demand, 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.
- Automated 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.
Compliance
Licensing. 14 licences · 9 carriers appointed · 2 contracting in progress
Licences
14
state licences
Expiring soon
2
next 120 days
Appointments
9
carrier
In progress
2
contracting
| State | Lines | Expires | Status |
|---|---|---|---|
| Georgia | Resident · Life, Health | Mar 2027 | Active |
| Florida | Non-resident · Life | Nov 2026 | Active |
| Texas | Non-resident · Life, Health | Sep 2026 | 62 days |
| Alabama | Non-resident · Life | Aug 2026 | 34 days |
| Tennessee | Non-resident · Life | Jun 2027 | Active |
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.
Locations
All files412Recent18Shared24Expiring3Folders
Policy126Application94Illustration71ID58Financial41AOR22All files
Vault. 412 files, encrypted at rest.
| Name | Folder | Modified | Size |
|---|---|---|---|
| Whitfield - Athene MYGA 5 application.pdf | Application | 2h ago | 1.4 MB |
| Okafor - suitability form signed.pdf | Policy | Yesterday | 820 KB |
| Delgado - Nationwide illustration.pdf | Illustration | 2 days ago | 2.1 MB |
| Raman - drivers licence.jpg | ID | 4 days ago | 640 KB |
| Brubaker - AOR letter countersigned.pdf | AOR | 1 week ago | 310 KB |
Everything you upload is encrypted at rest · AES-256
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.
AI Studio
Drafting. Mailers, audiences and email rewrites, grounded in your own book.
Credits left
1,412
of 1,600 this month
Drafts this week
23
18 sent
Audiences
6
segments saved
Annual review invitation
Your Athene contract reaches the end of its surrender period in March. Worth fifteen minutes to look at what the renewal rate means for the income you were planning.
Audience
| Segment | People |
|---|---|
| Surrender ends < 6mo | 48 |
| No review in 12mo | 31 |
| Owner-occupied, 62+ | 27 |
| Term conversion window | 19 |
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, 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 $69.99/mo and Pro is $129/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 is priced per seat by role, from $49.99/seat, and every Team workspace includes one $199 full-stack owner seat. 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, AHIP, and your carriers. The accounts stay yours.
Multi-agent for IMOs
Admin panel, audit log, invite codes, bulk operations, downline reporting. Team is priced per seat by role, from $49.99/seat, including one $199 full-stack owner seat.
Encryption + export
AES-256-GCM vault, org-scoped keys, CSV export at any time. We don't aggregate, share, or sell.
Explore the platform
Everything lives inside one login.
- AI StudioDraft mailers, refine audiences with natural-language filters, and rewrite emails in your voice - built into the CRM, no $200/mo copy add-on.
- IntegrationsBring your own Twilio, DocuSign, Google Calendar, and AHIP. Nest connects them; the accounts and data stay yours.
- NumbersThe methodology behind every figure we publish - sourced, dated, and reproducible. No inflated claims.
One platform. Your tools. Your data.
Solo from $69.99, Pro $129, Team for IMOs from $49.99/seat - see pricing. Sign up takes a few minutes, and your integrations come with you when you leave.