Book & renewals
Your whole book, from one view.
Every in-force policy you record, the carrier that wrote it, and what it pays. 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.
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. Renewal dates you record appear in the book view, so a renewal can be a scheduled touchpoint instead of a surprise.
- Renewal-window tracking anchored to each policy's anniversary date.
- Upcoming renewals appear ahead of the date, based on the data you enter or import.
- Status reads off the record you maintain.
- 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 - policies, carriers, products, premiums, and anniversary dates - in a single pass. Export the same data while you are subscribed and for a limited period afterward. Your records stay yours.
- CSV import for an existing book, end to end.
- Map your columns once; the importer carries the rest.
- Export the full book to CSV while subscribed and for a limited period afterward.
- No exit fee - 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 you can plan a reallocation conversation ahead of the window. 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.
- Flags help you see reviews coming, based on the dates in your records.
- Persistency and book health computed off the policy records you maintain.
- 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.
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.