Integrations
Bring your own integrations. Take them with you.
Salesforce is live today. DocuSign, AHIP, and carrier feeds are coming soon. You connect your own accounts and Nest runs them as one workflow. When you leave, the accounts and credentials stay with you.
What Nest plugs into.
Salesforce is live today. DocuSign, AHIP, and carrier feeds are coming soon. Every one of them authenticates through your own account, so none of it is resold back to you at a markup.
Salesforce
Import your contacts, leads, policies, and activity history from your existing Salesforce account.
DocuSignComing soon
Coming soon: send applications and policy paperwork from your own account.
AHIPComing soon
Coming soon: read your AHIP certification status beside your carrier appointments.
Carrier feedsComing soon
Coming soon: connect the carriers you write with. We never ship our own roster.
In short, from the Terms of Service
You provide your own accounts with the services you connect. Those vendor accounts and contracts remain yours when you leave.
The binding wording is in the Terms of Service, at /legal/terms.
Carrier-agnostic
Nest doesn't ship with a carrier roster.
You write through the carriers you already have. Nest tracks the policies, statuses, and documents on your side - and you stay free to write what fits your client, rather than being steered toward a preferred roster. There is no marketplace fee on the carrier side, and agents remain contracted directly with each carrier they work with. Requests are noted, but we do not promise to build any particular integration. If a particular carrier integration is not yet available, email us and tell us which one.
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.
Bring your book across in one CSV pass.