Rate sheets
Your carrier rate sheets, in one place.
Import the rate sheets you already work from, then search, sort and compare them in one list. Every rate is one you imported, and it stays private to your account.
Import
Bring your own rate sheets.
Every rate on your board is one you imported. Export a carrier rate sheet to CSV, drop it in or paste the rows, and set the date the rates are current as of. Excel files go through the Import center. Nothing is pulled in behind your back, so you always know where a rate came from.
- Drop in a CSV, or paste rows straight from a spreadsheet.
- Excel files import through the Import center. PDF rate sheets are not read yet.
- Only carrier, product and rate are required. Term, state and category are optional.
- Rates you import stay private to your account.
Compare
Search, sort and compare what you imported.
Your imported rates sit in one list. Search by carrier, product or state, filter by product type, and sort by rate, term, carrier or import date to line up the options for a client conversation without rebuilding a spreadsheet.
- Search carrier, product or state.
- Filter by product type: MYGA, FIA, SPIA and more.
- Sort by rate, term, carrier or when you imported it.
- Open any row for the detail, then model a projection from it.
Stay current
Know when a sheet has gone stale.
Each import carries an as-of date. When your newest sheet is more than two weeks old, the board shows a warning. Import a newer version and the rates that moved since your last sheet show up on your home dashboard.
- An as-of date on every import.
- A stale-sheet warning after 14 days.
- Movers between your last two sheets on the home dashboard.
- Imported rates are entered or imported by you and are not verified by NEST; the board scores confidence as an estimate only.
Across the app
Your rates show up where you work.
The rates you import feed the dashboard rate cards, the MYGA ladder builder and the rate nudge on your commissions page, so the numbers you see come from your own sheets. NEST does not verify them; check them with the carrier before use.
- Best rate by product on your dashboard.
- MYGA ladder builder allocates across your imported terms.
- Rate movement nudges tied to the carriers you place with.
- Clear your imports at any time.
Connected tools
Sits next to the rest of the bench.
- Index AnalyzerModel index crediting strategies against historical index data for planning. Hypothetical, not a prediction.
- Living Benefit CalculatorCompare income rider terms across carriers for a client scenario you enter.
- IntegrationsSalesforce connects today. The rest are coming soon. The data stays yours when you leave.
FAQ
Common questions.
Educational tool. Results are hypothetical models built from the terms you enter or from NEST reference data that may be incomplete or out of date. They are not a recommendation of any insurer or product and not an offer of insurance. Verify every figure with the insurer and speak with a licensed professional. Rates are entered or imported by you, are not verified by NEST, are subject to change, may differ by state, premium band and age, and are not guaranteed until the contract is issued. Verify with the carrier before use.
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.