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.

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Details

Version
1.0.0
Updated
June 6, 2026
Flag concern
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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