Nest

One platform.
Five tools fewer

Nest is the all-in-one platform for individual licensed insurance agents and IMOs. CRM, email marketing, AI copy, license tracking, e-sign, calendar, and an encrypted document vault - one login replacing the stack you're paying for now.

Get startedSee the platform

Solo from $49, Pro $99, Team for IMOs $149/seat (min 5).See pricing.

Inside the platform

The dashboard, three angles.

Real screens with real data shapes. Drag, scroll, or arrow-key through.

  • app.nestplatform.com/book
    Search clients, policies, carriers
    Agent · J. GarciaJG

    Annualized

    $2.4M

    +12% MoM

    Active

    318

    Avg APV

    $7,540

    Retention

    94%

    trailing 24mo

    ClientCarrierProductPremium
    Patel · IULSequoiaApex IUL$8,200/yr
    Nguyen · TermHarborTerm 25$1,140/yr
    Reyes · FEBriar HillFinal 50+$960/yr
    Johnson · MYGAEvergreenMYGA 5$72,500
    Williams · IULSequoiaApex IUL$5,300/yr
    Brooks · TermNorthriverTerm 20$2,210/yr
    Book - every policy you write, on one timeline.
  • app.nestplatform.com/studio
    Search clients, policies, carriers
    Agent · J. GarciaJG

    Audience

    Senior 65+Owner-occ.$60–120k5mi radius

    Match

    1,284

    households · avg. inc. $72k

    5 mi · Indianapolis, IN
    MailerAudienceCost / piece
    3-step Medicare reminder1,284$0.42
    Final expense intro812$0.36
    IUL retirement letter640$0.48
    AI Studio - draft mailers in your voice.
  • app.nestplatform.com/commissions
    Search clients, policies, carriers
    Agent · J. GarciaJG

    Next 30 days

    $24,180

    forecast

    MTD posted

    $11,940

    YTD

    $184k

    CarrierProductExpected
    SequoiaIUL renewals$8,640
    HarborTerm FYC$5,210
    Briar HillFinal FYC$3,420
    EvergreenMYGA FYC$6,910
    Commissions - paid, pending, and forecast in one read.

Why NEST exists

Built to replace the stack, not extend it.

AgencyBloc charges $90 per agent and adds modules à la carte. Better Agency starts at $80 with paid AI add-ons. NEST charges $49 flat - CRM, AI Studio, vault, e-sign, calendar, license tracking - all in one login.

The difference isn't a feature comparison. It's whether your tooling bill grows with your book.

Every module, one login.

  • CRM with pipeline, contacts, leads, policies

    One workspace for the day-to-day. Pipeline stages, contact records, lead intake, and a live view of every policy you write - with quick filters and CSV import end-to-end.

    See more

  • AI Studio - mailers, audiences, email rewrites

    Draft a mailer in your voice, refine the audience, rewrite an email until it reads right. Built in, not a separate $200/mo subscription.

    See more

  • License tracking, e-sign, calendar, vault

    NIPR-backed license status, DocuSign requests, Google Calendar events, and a document vault with AES-256-GCM encryption - all stitched together on one timeline.

    See more

  • Multi-agent hierarchies for IMOs

    Roll up agents under your IMO with an admin panel, invite codes, role-based access, and a full audit log. Bulk operations and downline reporting included.

    See more

Pricing

Plain math. One login.

Pricing

Three tiers. No setup fees, no add-on surcharges, no per-action AI billing. Pick what fits the book today; change tiers when it changes.

  • For the individual book

    Solo

    /mo

    CRM, AI Studio, license tracker, vault, calendar, e-sign. One agent, one login, everything in the box.

    See what's included

  • Most popular

    Recommended

    Pro

    /mo

    Solo, plus 1,500 AI credits/mo, 25 GB vault, priority email support, and earlier access to new modules.

    See what's included

  • For IMOs + agencies

    Team

    /seat

    min 5 seats

    Hierarchy + override math, recruiting pipeline, co-branded agent sites, audit log, role-scoped access.

    See what's included

Your tools, your accounts. Nest is the connector.

Bring your own integrations - Twilio, DocuSign, Google Calendar, NIPR, AHIP, and the carriers you already write with. Nest is the layer that stitches them together. When you leave, those accounts stay with you.

  • Twilio

    Bring your own number for SMS, calling, and call recording.

  • DocuSign

    Send applications and policy paperwork from your own account.

  • Google Calendar

    Two-way sync for meetings, appointments, and follow-ups.

  • NIPR

    Pull and refresh your producer license data on demand.

  • AHIP

    Track Medicare certifications alongside your appointments.

  • Carrier feeds

    Connect the carriers you write with - we never ship our own roster.

What's not in the box

The four things NEST won't do to you.

Nest

Most CRM pages spend ten sections telling you what they do. This is the page telling you what we won't. Pick a number and read.

  1. No setup fees. No onboarding fees.

    No "implementation specialist" calls. You sign up, you start working - the same day.

  2. No per-action AI surcharges.

    Your monthly credit count is the limit, full stop. We don't bill per email, per draft, per rewrite, per anything.

  3. No data exit fees.

    CSV export is one click. The button exists today, in the product, where you can verify it before signing up.

  4. No annual contract on Solo or Pro.

    Cancel anytime. Your book stays in force at the carriers - your data exports clean, on the day you ask.

The absence of fake trust signals is the trust signal. If anything on this list ever stops being true, the post saying so goes up the same day - in the changelog and in your inbox.

Voices

What replacing the stack looks like, from agents who did it.

  • Saved $300/mo on tooling.

    One login replaced five tools. I'm out about $300/mo and I haven't missed any of them.
    Marcus, TX · 6 years writing

  • Half a day cut from every mailer.

    The AI Studio drafts mailers in my voice. I edit a sentence, send it, and move on. That used to be a half-day.
    Lena, OH · 3 years writing

  • Migrated 40-agent IMO, kept Twilio + DocuSign.

    Migrated my whole IMO over. The downline view and audit log alone are worth it. My Twilio and DocuSign accounts came with me.
    Devon, NC · 2 years writing

Questions agents and IMOs actually ask.

If your question isn't here, we'll answer it on a call. The contact form is up the page.

One platform. Your tools. Your data.

Solo from $49, Pro $99, Team for IMOs (min 5 seats) $149/seat - see pricing. Bring your own integrations and the accounts stay yours when you leave.

Get started

Already with us? Log in.