Software, not a data broker.

Nest is the all-in-one platform for individual licensed insurance agents and the IMOs that lift them. One login replaces a CRM, an email marketing tool, an AI copy subscription, a license tracker, an e-sign account, a calendar add-on, an import script, and a document vault.

Nest was built by Justin Reynolds, a licensed insurance professional who spent years managing an annuity book across five separate tools that refused to talk to each other. A CRM here, a rate tool there, a license tracker that lived in a spreadsheet, an e-sign account opened on a Tuesday and forgotten by Friday. The glue was manual, the cost was real, and the tools were built for someone other than the annuity agent.

So we built the tool that should have existed: one login for the CRM, the annuity calculators, the license tracker, the e-sign workflow, the vault, the mailer, and the calendar. Not a generic CRM with an annuity tab bolted on - a platform that starts from the annuity agent's actual job and works outward from there.

We're carrier- and vendor-agnostic. You connect your own Twilio, DocuSign, Google Calendar, and AHIP accounts; you write through the carriers you already have. When you leave Nest, those accounts and contracts stay with you. The platform is the connector, not the gatekeeper.

Nest is launching now. If something is missing or something is wrong, tell us. That feedback goes to the person who built this, not a support queue.

— Justin Reynolds, founder