New York Life Agents that opt into Sales Central
All EFCO NYL Agents need to be migrated to Rubex Hosted
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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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On Opportunity, fill in:
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Primary opportunity contact
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Reason won (account relationships)
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Competitor (none)
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Go to the order for the quote
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Add signer
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Select “edit quote lines”
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Under the “CPQ Quote Information” header
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Billing frequency: Annual
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Payment terms: due upon receipt
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Payment method: Credit card
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Platform: Rubex Cloud
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Utopia Instance Type: US
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Subscription term: count the number of months from date they signed up in Sales Central until 1/14/2025
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Start date: their existing start date
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End date: 1/14/2025
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Create enough groups to get to 1/14/2025. One group can’t be longer than 12 months.
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Group 1
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Dates
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Start date: their existing start date
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End date: plus 12 months minus 1 day
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User count
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Price = $0
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Products
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Filter for “New York Life - Agent”
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Select “Rubex Growth”
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Select “Agent License”
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Group 2
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Dates
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Start date: add a year to Group 1 date
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End date: add a year to Group 1 date
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User count
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Price = $0
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Products
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Filter for “New York Life - Agent”
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Select “Rubex Growth”
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Select “Agent License”
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Last Group
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Dates
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Start date: Add one year to the previous start date
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End Date: 01/14/2025
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User count
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Price = $0
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Products
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Filter for “New York Life - Agent”
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Select “Rubex Growth”
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Example
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Agent renewal date is 9/15/22
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So I would put the start date on the renewal as 9/15/22 and the end date as 1/14/25 (28 months).
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Group 1 is 9/15/22-9/14/23 (12 months),
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Group 2 is 9/15/23-9/14/24 (12 months), and
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Group 3 is 9/15/24-1/14/25 (4 months).
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User count
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On the “subscriptions (date)” Google Sheet, look for the name of the agent.
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The number of times their name is listed under the “Owner Full Name” column, that is the number of licenses they are requesting
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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)
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Add 1 to that number they are requesting
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Change the opportunity name to
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“Agent Name” - NYL- SC - 1.14.25
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i.e. "Mariah Hurlburt - NYL - SC - 1.14.25"
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Add to the list for manual closed won opps, no need to send a DocuSign
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NYL AMEND ACCOUNTS - Negative $ + Add'l License - Google Sheets
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Fill in all details into column H-L
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