New York Life

• Renewals
• New York Life Agents that opt into Sales Central
• New York Agents that DO NOT opt into Sales Central
• Agents opted into Sales Central vs. Agents who have NOT opted in
• New York Life Migration Information

Renewals

New York Life Agents that opt into Sales Central

All EFCO NYL Agents need to be migrated to Rubex Hosted

1. Make sure that the "Partner" field on the Account and the "Partner" field in the Renewal Opportunity contains “New York Life - Agent”

   

   1. This drives the Rubex Growth product configuration to align with NYL settings.

   2. If that field is empty, fill it in with “New York Life - Agent”

      

2. On Opportunity, fill in:

   1. Primary opportunity contact

   2. Reason won (account relationships)

   3. Competitor (none)

3. Go to the primary quote

   1. Add signer

4. Select “edit quote lines”

5. Under the “CPQ Quote Information” header

   1. Billing frequency: Annual

   2. Payment terms: due upon receipt

   3. Payment method: Credit card

   4. Platform: Rubex Cloud

   5. Utopia Instance Type: US

   6. Subscription term: count the number of months from date they signed up in Sales Central until 1/14/2025

   7. Start date: their existing start date

   8. End date: 1/14/2025

6. Create enough groups to get to 1/14/2025. One group can’t be longer than 12 months.

   1. Group 1

      1. Dates

         1. Start date: their existing start date

         2. End date: plus 12 months minus 1 day

      2. User count

      3. Addl Disc: 100%

      4. Products

         1. Filter for “New York Life - Agent”

         2. Select “Rubex Growth”

         3. Select “User License”

   2. Additional Groups

      1. Clone Group 1

      2. Dates

         1. Start date: Add one year to the previous start date

         2. End Date: 01/14/2025

      3. User count

      4. Price = $0

      5. Products

         1. Filter for “New York Life - Agent”

         2. Select “Rubex Growth”

         3. Select “User License"

   3. Example

      1. Agent renewal date is 9/15/22

      2. So I would put the start date on the renewal as 9/15/22 and the end date as 1/14/25 (28 months). 

      3. Group 1 is 9/15/22-9/14/23 (12 months), 

      4. Group 2 is 9/15/23-9/14/24 (12 months), and

      5. Group 3 is 9/15/24-1/14/25 (4 months).

7. User count

   1. On the “subscriptions (date)” Google Sheet, look for the name of the agent.

      1. The number of times their name is listed under the “Owner Full Name” column, that is the number of licenses they are requesting

         1. i.e. Mariah Hurlburt is on the list for herself and her staff, Lisa Bartley (both names are tied to Owner Full Name Mariah Hurlburt)

      2. Add 1 to that number they are requesting

8. Change the opportunity name to

   1. “Agent Name” - NYL- SC - 1.14.25

      1. i.e. "Mariah Hurlburt - NYL - SC - 1.14.25"

9. Add to the list for manual closed won opps, no need to send a DocuSign

   1. NYL AMEND ACCOUNTS - Negative $ + Add'l License - Google Sheets

   2. Fill in all details into column H-L

New York Agents that DO NOT opt into Sales Central

Pricing Information: when agents work with us directly their price will automatically be set to $660, no exceptions

All EFCO NYL Agents need to be migrated to Rubex Hosted

1. Make sure that the "Partner" field on the Account and the "Partner" field in the Renewal Opportunity contains

   “New York Life - Agent”

   

   1. This drives the Rubex Growth product configuration to align with New York Life settings.

   2. If that field is empty, fill it in with “New York Life - Agent”

      

2. Go to the primary quote

3. Select “edit quote lines” 

4. Under the “CPQ Quote Information” header

   1. Billing frequency: Annual

   2. Payment terms: due upon receipt

   3. Payment method: Credit card

   4. Platform: Rubex Cloud

   5. Utopia Instance Type: US

   6. Subscription term: 12

   7. Start date: their listed start date

   8. End date: add 12 months minus one day from their start date

5. Group 1

   1. Dates

      1. Start date: their existing start date

      2. End date: plus 12 months minus 1 day

   2. User count

   3. Price = $660

   4. Products

      1. Select “Rubex Growth”

      2. Select “User License” 

6. User count

   1. Match current contract user count or adjust according to Agent needs

7. Go to opportunity level and progress the opportunity stage to "Selection"
8. Go to quote and select "Submit for Approval"
9. Once approved, progress the opportunity stage to "Negotiation"
10. Go to the quote and select "Create Proposal"
11. Review proposal
12. Select "send for signature"

13. Send DocuSign for signature

Agents opted into Sales Central vs. Agents who have NOT opted in

Agents opted in who also had an account with us at the time they opted in:

• The agent will pay for their subscription directly to New York Life
  
• Their initial renewal opportunity will be $0 charge, with an end date that matches the corporate New York Life contract end date. Click this link for detailed directions.

Agents opted in that never had a previous account with us at the time they opted in:

• Will pay for their subscription directly to New York Life
  
• Will not need any renewals until the end of the corporate New York Life contract.

Agents who DO NOT opt into Sales Central

• The agent will pay us directly on an annual basis. No more monthly options.
• Their price will increase every renewal.  Click this link for detailed directions.

New York Life Migration Information

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