Revver Paperless Office Overview
Revver is an all-in-one document management system, which will allow agents to go 100% digital.
Electronic Files can be accessed anywhere, anytime, with internet connectivity. No more having to go into the office to store or retrieve paper files!
Integrate directly with Sales Central. Client files are automatically created.
Faster searching through your files using advanced search options.
Convenient drag and drop file capability.
External File Share allows Agents to share documents with their Clients without having to go through NYL’s encryption process to send an email!
Satisfies New York Life's stringent security requirements for maintaining customer information at a third party. For more information regarding Records and Retention, visit the Agent/Registered Representative's Handbook (starting on page 245). Without this approved paperless office, you will be required to keep paper files.
Two Revver accounts on your subscription.
Once you subscribe to Revver, you get 2 accounts, one is synced with NYL and the other is for personal use.
How do I subscribe to Revver?
The Only way to Subscribe to Revver is through the App Central in Sales Central
Go to the 9 Dot App Launcher on top left corner of page.
Select App Central
Click the Revver icon
Click on Subscribe button to begin the subscription in process.
Read Terms and Conditions. Check ‘I Agree’ box, then select ‘I Agree’ button on bottom right.
Once successfully subscribed, user will get a confirmation of the license processing.
Once submitted, your subscription will be sent to NYL for processing and provisioning. Your Revver account will be created automatically and you should receive email confirmation and a 'New User' email from Revver that allows you to login.
Need Help?
Contact Technical Services
To get assistance from our Technical Services team, look for the chat bubble in the lower right corner to connect with our trained AI agent, Fin.
Fin references our entire Revver Help Center to accurately answer your questions, but if you would like to speak to a live technician, simply ask Fin to "Transfer me to a live technician" or select the "Talk to a person" button below Fin's chat answers and you will be immediately transferred to the first available Technical Services team member.
You can also connect with us via email at [email protected].