Licenses + CE + E&O + appointments
Keep your licensing records in one place.
Nest tracks your licenses, tracks CE toward each state's requirement, keeps your E&O term on file and follows your carrier appointments. NIPR sync and DocuSign e-sign are coming soon.
Licenses, CE, E&O, appointments
Everything that keeps you allowed to sell, in one place.
Four things decide whether you can write a case: an active license in the state, current CE, E&O coverage, and an appointment with the carrier. Nest lets you keep all four on your record, and the dates you enter appear on your dashboard. Nest only displays what you enter; it does not verify licensure or appointments.
- Add your resident and non-resident licenses and Nest tracks renewals. NIPR sync is coming soon.
- CE progress is tracked against the requirement for each state.
- Your E&O term and certificate are kept on file, with a request-a-quote option when it is time to renew.
- Carrier appointments are tracked through contracting, from request to active.
- Adding a non-resident state? Nest pre-fills that state's application from the license details on file. You submit it to the state yourself.
License status
Producer licenses on one record.
License state, number, and renewal date live on the producer record, so the status on a contact record is something you can see at a glance. Automatic verification through NIPR is coming soon.
- License state lands on the producer record, no separate spreadsheet to reconcile.
- Renewal dates and CE hours are tracked with the license.
- AHIP certification tracking sits alongside the license data, in the same view.
- NIPR sync and live verification are coming soon.
Signatures
Signed copies, filed with the client.
Download the document, have your client sign it, and upload the signed copy. Nest files it under the client in the encrypted vault and marks the step done, so nothing waits on an e-sign tool. DocuSign e-signature is coming soon.
- Replacement worksheets and AOR letters download as PDFs to sign.
- Upload the signed copy and Nest files it with the client and the policy.
- Requests are anchored to the contact they were started from.
- DocuSign e-signature is coming soon.
Calendar
Meetings on the contact timeline.
Meetings you book in Nest land on the contact's timeline next to the rest of the relationship. Nest has its own calendar.
- Meetings land on the contact timeline, beside calls, emails, and documents.
- Book from the contact record without switching tabs.
- One Nest calendar for your appointments, reviews, and reminders.
Bring your own accounts
The integrations - and their data - stay with you.
Salesforce is live today and connects with the account you already hold. DocuSign, AHIP, and NIPR are coming soon. Nest is software, not a data broker: it routes the requests and files the results, but the source accounts and everything in them belong to you, during the subscription and after it.
- Salesforce is live. Every other integration is coming soon.
- Nest connects the accounts; it does not resell or aggregate what flows through them.
- Disconnect at any time - the accounts and their data go with you.
Connected surfaces
Where the records go next.
- Document vaultSigned applications, projections, and underwriting notes in an encrypted vault, scoped to your account and tagged to the contact.
- IntegrationsThe bring-your-own list: Salesforce is live, and AHIP and DocuSign are coming soon. Your accounts, your data.
- CRMThe contact timeline every license check, envelope, and meeting posts back to - pipeline, leads, and policies in one workspace.
FAQ
Common questions.
One platform. Your tools. Your data.
Solo from $69.99, Pro $129 - see pricing. Bring your own integrations and the accounts stay yours when you leave.
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