Coming soon · A full operating system for your agency

Run your whole agency from one client record.

NymbleOne is your AMS and CRM in one. Your book, your pipeline, renewals, every call and text, automations and referral partners all run on one platform, so nothing gets retyped and nothing falls through. Unlimited users, one flat price per agency.

$149/mo per agency in betaUnlimited users1-year price lock

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Why agencies switch

Stop running your agency across seven tools.

Most agencies stitch together an AMS, a CRM, spreadsheets and a pile of subscriptions, then pay staff to copy data between them.

Your agency today

  • An AMS for policies
  • A separate CRM for leads
  • Spreadsheets for renewals and commissions
  • A phone system
  • A texting app
  • An e-sign tool
  • A fax line
  • Sticky notes and copy-paste between all of it
  • One login for the whole team
  • One client record: policies, deals, calls, texts, faxes and signatures
  • Renewals and commissions tracked in the system, not a spreadsheet
  • Follow-up that runs on its own
  • One flat price per agency, unlimited users

Notify me when it’s ready

One platform

Six systems that finally share one client record.

Screens shown with sample data.

NymbleOne policy list with carrier, line of business, status, premium and commission columns
01AMS · Book of business

Your book of business, finally in one place.

Clients, households, policies and commissions live on one record, and AI does the retyping.

02CRM · Sales

Every lead to bound, without leaving the record.

Pipelines built for how producers actually quote, with the client's whole history one click away.

03Communication hub

Every call, text, email, fax and signature on the client record.

One hub for every conversation, so the next person who picks up the phone knows exactly what happened.

04Automation engine

Follow-up that runs itself.

Build the follow-up once. NymbleOne runs it on every deal, and automated messages wait for business hours.

05Referral partner engine

Turn realtors and lenders into a referral channel.

Give partners an easy way to send you clients, and make the lender side of every closing painless.

06Owner and team visibility

See the whole agency at a glance.

Know where the money, the renewals and the people are, without asking anyone for a report.

Conversations hub with a client's missed call, voicemail and outbound call on one thread, next to the contact card
Review screen showing carrier, policy number, dates and premium that AI read from a declarations page, each with a confidence tag
What makes N1 different

Built differently, priced differently.

One client record

Policies, deals, conversations and documents on the same record. No copy-paste between systems.

Flat price, unlimited users

One price per agency. Add the whole team without counting seats.

Built by working agents

NymbleOne runs the daily work at our own agency, Nymble Insurance.

AI where it saves real time

Reads dec pages and carrier PDFs and drafts follow-ups. A person reviews before anything is saved.

Multi-agency from day one

Run every agency you own from one login, and move a book between them with BookShift.

Beta pricing
$149per agency / month
  • Unlimited users
  • Every feature included during the beta
  • Your beta price locked for one year
  • 60 days' notice before any pricing change
  • If you ever leave, we'll export all of your data for you, free

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We'll only email you about NymbleOne. See our Privacy Policy and Security page.