New York Agents that DO NOT opt into Sales Central

Pricing Information: when agents work with us directly their current max pricing is set to $660. We can apply annual increases starting at $462 (10% increase from $420). Agents should at least be bumped to $420 if not already there for their next renewal with us. If they are already at $420, renew at $462 and then increase the price year over year in 5-10% increments.

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 = $420

   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. Send DocuSign for signature