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New York Life Agents that opt into Sales Central

“NYL opt into Sales Central”

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

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    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”

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  2. On Opportunity, fill in:

    1. Primary opportunity contact

    2. Reason won (account relationships)

    3. Competitor (none)

  3. Go to the order for the 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. Price = $0

      4. Products

        1. Filter for “New York Life - Agent”

        2. Select “Rubex Growth”

        3. Select “Agent License”

    2. Group 2

      1. Dates

        1. Start date: add a year to Group 1 date

        2. End date: add a year to Group 1 date

      2. User count

      3. Price = $0

      4. Products

        1. Filter for “New York Life - Agent”

        2. Select “Rubex Growth”

        3. Select “Agent License”

    3. Last Group

      1. Dates

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

        2. End Date: 01/14/2025

      2. User count

      3. Price = $0

      4. Products

        1. Filter for “New York Life - Agent”

        2. Select “Rubex Growth”

    4. 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

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