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.

  • 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 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.

  • 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.

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.

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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