Book & renewals
Your whole book, from one view.
Every in-force policy, the carrier that wrote it, and what it pays - in one place. Renewal windows track against each policy's anniversary, CSV import brings an existing book in within minutes, and policy-review flagging surfaces the annuities due for an index-allocation review. Nothing slips through an anniversary.
Annualized
$2.4M
+12% MoM
Active
318
Avg APV
$7,540
Retention
94%
trailing 24mo
| Client | Carrier | Product | Premium |
|---|---|---|---|
| Patel · IUL | Sequoia | Apex IUL | $8,200/yr |
| Nguyen · Term | Harbor | Term 25 | $1,140/yr |
| Reyes · FE | Briar Hill | Final 50+ | $960/yr |
| Johnson · MYGA | Evergreen | MYGA 5 | $72,500 |
| Williams · IUL | Sequoia | Apex IUL | $5,300/yr |
| Brooks · Term | Northriver | Term 20 | $2,210/yr |
Live book
Every in-force policy, in one place.
The book view lists every policy you have on the books with the carrier that wrote it, the product, and the premium. It reads off the same records the rest of Nest uses, so what you see here is what the CRM, commissions, and reporting see too.
- Carrier, product, and premium on every in-force policy.
- One view across every line you write - no per-carrier portal hopping.
- Records shared with the CRM, so a policy and its contact stay linked.
- Filter and sort the book by carrier, product, status, or premium.
Renewals
Renewal windows tied to the anniversary.
Each policy carries its anniversary date, and Nest tracks the renewal window against it. The book surfaces what is coming due before it lapses, so a renewal is a scheduled touchpoint instead of a surprise.
- Renewal-window tracking anchored to each policy's anniversary date.
- Upcoming renewals surface ahead of the date, not after a lapse.
- Status reads off the live record - no separate spreadsheet to reconcile.
- The same anniversary data feeds policy-review flagging.
Import & export
Bring an existing book in by CSV.
CSV import brings an existing book into Nest within minutes - policies, carriers, products, premiums, and anniversary dates. Export the same data any time. Your records stay yours, and you are never locked in.
- CSV import for an existing book, end to end, in minutes.
- Map your columns once; the importer carries the rest.
- Export the full book to CSV whenever you want it.
- No lock-in - the data goes out the same way it came in.
Policy review & health
Flag annuities due for a review.
Policy-review flagging surfaces in-force annuities that are due for an index-allocation review, so a reallocation conversation lands on the calendar before the window closes. Persistency and book health read off the same policy records - one source, not a parallel report.
- Policy-review flags on in-force annuities due for an index-allocation review.
- Reviews land before the allocation window closes, not after.
- Persistency and book health computed off the live policy records.
- One set of records behind the book, renewals, and reporting.
Connected to the rest of Nest
The book reads off the same records.
- CRMPipeline, contacts, leads, and policies in one workspace - every book record stays tied to the contact it belongs to.
- CommissionsTrack expected and paid commission off the same in-force policies the book runs on - no second ledger to reconcile.
- Document vaultSigned applications, illustrations, and policy documents encrypted at rest and anchored to the policy in your book.
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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