How does Nest track renewal windows?

Each policy carries its anniversary date, and Nest tracks the renewal window against it. Upcoming renewals surface ahead of the date so a renewal becomes a scheduled touchpoint rather than a surprise lapse.

Where does the book data come from?

The book reads off the same policy records the rest of Nest uses - the same data the CRM, commissions, and reporting see. There is no separate database to reconcile; a policy and its contact stay linked in one place.

Can I import an existing book of business?

Yes. CSV import brings an existing book into Nest within minutes. You map your columns once and the importer carries policies, carriers, products, premiums, and anniversary dates. You can export the full book to CSV at any time.

What is policy-review flagging?

Policy-review flagging surfaces in-force annuities that are due for an index-allocation review. It reads off the live policy records so the flag appears before the allocation window closes, not after.

Does Nest alert me before a surrender or maturity date?

Renewal-window tracking is anchored to each policy's anniversary date and surfaces upcoming events ahead of time. The same anniversary data that drives renewals feeds the policy-review flags, so material dates appear in the book view before they pass.

Am I locked in? Can I take my data out?

No lock-in. You can export the full book to CSV whenever you want it. The data goes out the same way it came in.

Book & renewals

Your whole book, from one view.

Every in-force policy, 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.

nestplatform.com/app/book

BookSearch⌘K+ New

Book

Renewals. Every renewal and anniversary touch inside the next 90 days, nearest first.

Add policy

Views

Work now

RenewalsDue in the next 30 daysAt riskIn grace or lapsed

Book

Policy rosterThe whole bookIndex reviewsAllocation review queueClients 360Rolled up by householdSegmentsCarrier, product, persistencyDownline booksRead-only, one agent at a time

Money

CommissionsLedger and forecastCarrier statementsUpload and reconcile

Search client, carrier, product

Due 30 days

3 need a call

Due 60 days

next on deck

Renewal premium 30d

$434,500

across 8 policies

Annual reviews 90d

anniversary touch

Due this month

Renewal date inside the next 30 days. These are the calls to book today.

8 policies

Client	Carrier	Product	Renews	Premium
Marcus Whitfield	Athene	MYGA 5	Aug 2	$125,000
Diane Okafor	F&G	TriFlex 7	Aug 5	$84,000
Ray Delgado	Nationwide	Peak 10	Aug 9	$60,000
Priya Raman	Global Atlantic	ForeStructured 6	Aug 13	$52,500
Ellen Brubaker	Corebridge	Power Series 7	Aug 17	$45,000
Tomas Herrera	Allianz	Benefit Control	Aug 20	$30,000
Hank Osterman	Athene	Amplify 2.0	Aug 24	$22,000
Joyce Lindqvist	MassMutual	Stable Voyage 3	Aug 27	$16,000

Next 60 days

Plenty of runway - but block time now so the calendar fills before the rush.

6 policies

Q3 2026

July through September. Heads-up window for term re-shop and IUL annual reviews.

14 policies

Annual reviews coming up

Active policies with an anniversary in the next 90 days. Needs change, beneficiaries, upsell.

9 policies

Details

Renewal outlook

Due 30 days: 8
Due 60 days: 6
Renewal premium 30d: $434,500
Annual reviews 90d: 9

Upcoming renewal windows and anniversaries, derived from the book. Click a timeline entry to inspect the policy here.

Your book

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.

FAQ

Common questions.

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