When you log in to Revver for the first time, you will see a few prompts asking you to confirm and enter some necessary information. This process should only have to be completed once.
Accessing Revver (First Time)
There are two way to access Revver:
Access Revver from within Sales Central from a client record by selecting "Documents" which will show an iframed Revver instance. (Recommended for first time access)
Access Revver directly in your web browser using the following link:
On the Revver login page, will enter your NYL email ending in @ft.newyorklife.com and click on 'Next'.
On the next page, click on 'NYL Login', this allows you to login to Revver using NYLs Anywhere Login SSO. NYL agents who have signed up for Revver in Sales Central must log in using this option in order to access the NYL Corporate Revver account.
When logging in for the first time you, will receive a prompt asking you to grant access to your Revver account to use integrated products. This is required in order for you to be able to access the NYL corporate Revver account. Click yes to proceed to the next step.
Upon click yes, it will ask you for a six digit code -- this code is sent to your email inbox. Enter it into the prompt in order to continue.
The final prompt that appears on the screen allows you to set up an outgoing email setting, this is another requirement for your NYL Revver account. Use the 'Sign in with Microsoft' button to configure Revvers outgoing email setting with your NYL email address.
If prompted to sign in, ensure that you are logging in with your NYL email address ending in @ft.newyorklife.com. You may be asked to grant additional permissions to Revver, click on 'Accept' to continue.
If you encounter any issues with this process, please reach out to the Revver Technical Services team at [email protected] or by contacting us via chat at http://www.revverdocs.com.
Access Revver via Sale Central
Important Note: Performing the below steps will have Sale Central automatically create a client (Relation) folder and subfolder inside, Example:
Within SalesCentral, navigate to or search for a client relationship record, then click on 'Documents'. If no folder existed for this client within Revver, a new one should be automatically created and displayed on screen.
From the Revver iframe in SalesCentral, you can also launch Revver directly into a new browser tab by clicking on the 'Launch Revver' button.
Open Revver via Key Links
Revver can also be opened from within Sales Central outside of a client relationship record. Click on 'Key Links at the bottom left corner in Sales Central and click on the 'Revver' option.
Accessing from Revver (UI) page
In a browser tab, go to http://login.revverdocs.com. You will be prompted for your email address, which will be your NYL email address ending in @ft.newyorklife.com.
When prompted, use the NYL Login option to use NYLs Anywhere Login SSO to access Revver.
Example of the Revver view:
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].