Item logo image for Nest Sync

Nest Sync

nestannuity.com
ExtensionWorkflow & Planning
Item media 1 (screenshot) for Nest Sync

Overview

Sign in to your own carrier portals and sync your in-force annuity book and rates to Nest. Credentials are encrypted on-device.

Nest Sync keeps your in-force annuity book current without the data entry. Connect your carrier portals once and it signs in for you, reads your in-force policies and the latest product rates, and syncs them straight to your Nest account, on demand or on a schedule you set. Your portal logins and 2FA secrets are encrypted on your device with a passphrase only you know and never leave it; only your book data reaches your own Nest account. Built for annuity agents on Nest Pro and Team.

Details

  • Version
    1.0.0
  • Updated
    June 6, 2026
  • Size
    96.19KiB
  • Languages
    English
  • Developer
    Website
    Email
    info@mule-digital.com
  • Non-trader
    This developer has not identified itself as a trader. For consumers in the European Union, please note that consumer rights do not apply to contracts between you and this developer.

Privacy

Manage extensions and learn how they're being used in your organization

Nest Sync has disclosed the following information regarding the collection and usage of your data. More detailed information can be found in the developer's privacy policy.

Nest Sync handles the following:

Personally identifiable information
Financial and payment information
Authentication information
Website content

This developer declares that your data is

  • Not being sold to third parties, outside of the approved use cases
  • Not being used or transferred for purposes that are unrelated to the item's core functionality
  • Not being used or transferred to determine creditworthiness or for lending purposes

Support

For help with questions, suggestions, or problems, visit the developer's support site

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