Nest.

Illustrations & quotes

Illustrations and quotes your clients can actually read.

Build a year-by-year illustration ledger or a multi-product quote, then send the client a link they can open without an account. A quote moves from draft to sent to accepted; an illustration moves from draft to shared. Start a quote from a discovery session, contact, or lead so you are not re-keying the same inputs into a fresh form.

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What you can build

One builder for the illustration and the quote.

Illustrations and quotes live in the same workspace. Build a ledger for a life or annuity contract, or quote across six lines of business, then hand the client a link instead of a PDF buried in an email thread.

  • Illustrations

    Year-by-year ledgers for life and annuity.

    Build a full illustration ledger for life and annuity products - one row per contract year, the way a client expects to read it.

    • Year-by-year ledger rows for life and annuity products.
    • Shareable client-facing link for every illustration.
    • Each illustration carries a status: draft, shared, or archived.
  • Quotes

    A quote builder across six lines.

    Quote whole life, IUL, annuity, MYGA, final expense, and term from one builder, then send the client a link they can read and accept.

    • Whole life, IUL, annuity, MYGA, final expense, and term.
    • Shareable client link for every quote you build.
    • Acceptance tracked so you see what landed and what lapsed.
  • One workspace

    Prefilled, not re-keyed.

    Start a quote from a discovery session, contact, or lead so the inputs carry over instead of being typed again; illustrations attach to the same contact record.

    • Start a quote from a discovery session, contact, or lead.
    • Illustrations and quotes live in the same workspace.
    • Quote counts - draft, sent, accepted, expired - roll up to an acceptance rate.

The ledger

Year-by-year, the way a client reads it.

An illustration is a ledger, not a one-line headline. Nest builds the full year-by-year ledger for life and annuity products so the client can follow the contract from the first year forward instead of squinting at a single projected figure. Each row in the ledger represents one contract year, displayed in a format the client can read top-to-bottom without needing a carrier system login or a separate illustration software tool. The ledger stays attached to the contact record it was built from, and it carries a status — draft, shared, or archived — so you always know whether the version in front of your client is current.

  • Year-by-year illustration ledgers for life and annuity products.
  • Each row is a contract year, laid out for the client to read top to bottom.
  • The illustration attaches to the contact record it was built from.
  • The same illustration carries a status - draft, shared, or archived - so a shared ledger is never just a stale PDF.

Sharing

A link, not an attachment.

Both illustrations and quotes get a client-facing link. Send it instead of a PDF and the client opens the ledger or the quote in their browser — no account, no download, no version that drifts out of date the moment you revise it. Because the link points to the live record, any update you make is immediately visible to the client without resending. For quotes, the client can move the quote to accepted through the same link, and that status change is reflected on the record in your workspace. This closes the loop between sending a proposal and knowing it landed, without a follow-up call just to confirm receipt.

  • Shareable client-facing links for both illustrations and quotes.
  • The client reads it in a browser; nothing to install and nothing to sign up for.
  • Revise the source and the link reflects the current version, not a forwarded copy.
  • Quote acceptance through the client link updates the record status in your workspace.

Status tracking

Draft, sent, accepted, expired - and the rate.

A quote carries a status, so you always know what is still a draft, what the client has seen, what they accepted, and what expired. Those statuses roll up to an acceptance rate, so you can see which work is landing without keeping a spreadsheet on the side. Illustrations track their own lifecycle - draft, shared, or archived.

  • Quotes carry four statuses: draft, sent, accepted, and expired.
  • An acceptance rate computed across the quotes you have sent.
  • Start a quote from a discovery session, contact, or lead so the record starts populated.

Pairs with

The tools feeding the illustration.

FAQ

Common questions.

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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