License + e-sign + calendar
Compliance, signatures, and meetings on one timeline.
Nest reads producer license status on demand, sends e-sign requests through your DocuSign account, and keeps your Google Calendar in two-way sync. Every artifact posts back to the contact timeline - and because you bring your own accounts, the integrations and their data stay with you.
18 in flight
Updated 2 min ago
Submitted
5
- Garcia · labs
- Cho · APS
- Lee · paramed
Underwriting
6
- Davis · review
- Park · APS
- Brown
Approved
4
- Khan · 7d
- Ali · 2d
- Reyes
Issued
3
- Hernandez
- Ward
- Tate
License status
Producer licenses, verified on demand.
Nest reads producer license status on demand through a license-data account you connect. You ask, it pulls - so the status on a contact record reflects the current license record, not a number you typed in last quarter and forgot.
- Automated producer license status, pulled on demand.
- A license-data account you connect drives the lookup - Nest is the connector, not the source of record.
- License state lands on the producer record, no separate spreadsheet to reconcile.
- AHIP certification tracking sits alongside the license data, in the same view.
Signatures
E-sign requests through your own DocuSign account.
Send a document out for signature without leaving the contact. Nest issues the request through your DocuSign account, so the envelope, the audit trail, and the signed file all belong to you - the same as if you'd sent it from DocuSign directly.
- E-sign requests sent through your own DocuSign account.
- The envelope and its history live in your DocuSign tenant.
- Requests are anchored to the contact they were sent from.
- When you disconnect, the account and its signed records stay with you.
Calendar
Two-way Google Calendar sync on the timeline.
Connect your Google Calendar and meetings move both directions. Book from inside Nest and it shows up on your calendar; an event you add in Google shows up here. Either way, the meeting lands on the contact's timeline next to the rest of the relationship.
- Two-way Google Calendar sync - changes flow in both directions.
- Meetings land on the contact timeline, beside calls, emails, and documents.
- Book from the contact record without switching tabs.
- Your Google account stays yours; Nest reads and writes through it, nothing more.
Bring your own accounts
The integrations - and their data - stay with you.
AHIP, DocuSign, and Google Calendar all connect with accounts you already hold, and license status pulls through a license-data account you connect. 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.
- Bring-your-own accounts for AHIP, DocuSign, Google Calendar, and your license-data lookup.
- Nest connects the accounts; it does not resell or aggregate what flows through them.
- License, certification, signature, and calendar artifacts post back to the timeline.
- Disconnect at any time - the accounts and their data go with you.
Connected surfaces
Where the records go next.
- Document vaultSigned applications, illustrations, and underwriting notes in an encrypted vault, scoped to your org and tagged to the contact.
- IntegrationsThe full bring-your-own list - AHIP, DocuSign, Google Calendar, Twilio, and the carriers you write with. 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, Pro $129, Team for IMOs (min 5 seats) $199/seat - see pricing. Bring your own integrations and the accounts stay yours when you leave.
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