Question 1

Why isn't there a time-saved or money-saved number anywhere on this site?

Accepted Answer

Because we don't measure it. A figure like "agents save 14 hours a week" would be a guess dressed up as data, and we're not going to start guessing. Every number we publish is either a fact about the platform (encryption strength, integration count) or a counted thing we can show you the raw query for. Past performance does not predict future results.

Question 2

What does "5+ tools replaced under one login" actually count?

Accepted Answer

Discrete software categories an agent might otherwise license separately: a CRM, email marketing, an AI copy tool, a license tracker (including AHIP), a calendar, and an encrypted document vault. Annuity tools - the Living Benefit Calculator, Index Analyzer, projections and quotes, and your own rate sheets on the rate board - sit under the same login. It counts categories, not vendors and not savings.

Question 3

Is "256-bit encryption" just marketing shorthand?

Accepted Answer

It refers to AES-256-GCM encryption at rest for documents in the vault. An audit log records selected security-relevant actions such as document downloads and record changes. Other records are stored in the application database and protected by access controls scoped to your organization in application code. The formal statements live at /legal/disclosures and /legal/terms.

Question 4

What counts as a "BYO integration"?

Accepted Answer

An outside account you connect with your own credentials. Salesforce is the only integration live today; DocuSign, AHIP, and carrier feeds are coming soon. You connect your accounts; Nest does not resell them. When you leave, those accounts and contracts stay with you. The supported list is published at /integrations.

Question 5

Does Nest sell or pool client data across organizations?

Accepted Answer

No. Nest is software, not a data broker. It does not sell client data and does not aggregate data across organizations. It is carrier- and vendor-agnostic: you write through the carriers you already have. Your contacts, leads, and policies export to CSV while you are subscribed and for a limited period afterward, and the data terms are at /legal/disclosures.

Question 6

What does it cost, and can I move my existing book in?

Accepted Answer

There are 2 plans: Solo and Pro. We don't hardcode prices on this page; the current numbers live at /pricing. You can import a CSV to bring your existing book in, so the move doesn't start from an empty CRM. Your contacts, leads, and policies also export back to CSV while you are subscribed and for a limited period afterward.

Question 7

How can I verify a figure on this page myself?

Accepted Answer

Each figure on the methodology list expands to the definition behind it, including what is counted and what isn't. For figures backed by a count, we can show you the raw query. The disclosures that govern every published number live at /legal/disclosures.

How we count.

What replacing your stack looks like.

What each figure counts.

Questions, answered straight.

The figures earn their keep when the platform does.