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.
We built Nest because the modern agent was paying for five tools that didn't talk to each other, and the IMO admin was doing the gluing by hand. We took the unglamorous work - pipeline, contacts, leads, policies, mailers, license status, signed documents, calendar - and put it under one roof.
We're carrier- and vendor-agnostic. You connect your own Twilio, DocuSign, Google Calendar, NIPR, 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.
Three rules of the road
Who we don't sell to.
We don't sell your data.
Not to data brokers, not to a sister product, not to a fly-by-night partner. Your client roster doesn't leak.
We don't upsell add-ons.
AI is in the box. The vault is in the box. License tracking is in the box. Your tier is your tier - features don't get carved out behind a paywall.
We ship the boring fix.
The unglamorous bug that breaks one workflow for two agents in Idaho gets fixed before the screenshot for the launch deck does.