Commissions & payouts
Know your earnings. Forecast your cash flow.
A commission ledger that tracks posted and expected commissions by carrier and product, rolls them up month-to-date and year-to-date, and projects the next 30 days from the policies already on your book. Track each payout from write to deposit, and report on the same data.
Next 30 days
$24,180
forecast
MTD posted
$11,940
YTD
$184k
| Carrier | Product | Expected |
|---|---|---|
| Sequoia | IUL renewals | $8,640 |
| Harbor | Term FYC | $5,210 |
| Briar Hill | Final FYC | $3,420 |
| Evergreen | MYGA FYC | $6,910 |
The ledger
Every commission, posted and expected, in one ledger.
Nest keeps a single ledger of commissions broken out by carrier and product. Posted lines are what has actually come in; expected lines are what the book says is still owed. You read both in the same view instead of reconciling carrier statements against a spreadsheet.
- Posted and expected commissions in one table.
- Broken out by carrier and by product.
- Each line ties back to the policy that generated it.
- Filter and sort by carrier, product, status, or date.
Rollups + forecast
MTD and YTD rollups with a 30-day forward forecast.
The ledger rolls up to month-to-date and year-to-date totals so you know where the year stands without exporting anything. Alongside them, a forward forecast projects the next 30 days from the expected commissions already on your book.
- Month-to-date and year-to-date totals.
- A forward forecast for the next 30 days.
- Forecast reads from expected commissions, not guesses.
- Totals update as policies and payouts post.
Expected commissions
Projections derived from the policies you've written.
Expected-commission lines are projected from the policies already in your book - the carrier, product, and premium on each one. You don't enter them by hand. As policies are added, updated, or imported, the projections follow, so the forecast stays anchored to real business.
- Derived from the policies in your book of business.
- No manual entry to keep projections current.
- Tracks the carrier, product, and premium on each policy.
- Recalculated as the book changes.
Payouts + reporting
Track each payout from write to deposit, then report on it.
Follow a commission from the day the policy is written through to the deposit, so you can see what's outstanding and what has cleared. The same ledger data feeds the reporting views - exports, persistency, funnel, and cohorts - so the numbers you report match the numbers you're paid.
- Payout tracking from write to deposit.
- See what's outstanding versus what has cleared.
- Exports, persistency, funnel, and cohort views.
- Reporting reads off the same ledger data.
The rest of the stack
Commissions read off the same data as the rest of Nest.
- Book of businessThe policies your expected commissions are projected from - in force, lapsed, and renewing, all in one place.
- CRMPipeline, contacts, and leads. Where the business that fills the ledger starts.
- For IMOsRoll commissions and payouts up across a downline with an admin panel, role-based access, and a full audit log.
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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