new york life agents get unprecedented access to client files While using revver to safely store sensitive data

New York Life Insurance Company is the biggest mutual life insurance company in the United States and among the biggest life insurance companies in the world. It is a model of longevity, having been established in New York City in 1845 and consistently receiving the highest financial strength rating from every major credit rating agency for many years. This pillar of strength in the financial world offers more than life insurance. It also offers annuities, long-term care insurance, and asset management in its portfolio worth over $700 billion.

When New York Life went looking for a document management system, they eventually whittled their options down to Box and Revver (then called eFileCabinet). Box initially stood out with a lower price and flexible terms, including no minimum user requirements or long-term commitment.     

After implementation, New York Life found that meeting their requirements in Box would involve additional customization. Some of these needs became clearer once the contract was in place, and the level of effort required did not match their expectations. Just four months after choosing Box, New York Life reached out to Revver to explore alternatives. Revver turned out to be a strong fit for New York Life. Revver’s integration with New York Life’s custom version of Salesforce was a major factor in their decision to go with it for their document management. Plus, Revver allowed New York Life to govern how their agents and their lines of business were accessed. Multiple agents could work with the same client when necessary, without exposing data an agent didn’t manage. Revver’s approach to flexibility and governance aligned more closely with New York Life’s needs. 

In 2021, New York Life came to Revver with a new proposition. They wanted better compliance from their agents to withstand added scrutiny, which required moving from individual agent licenses to a single corporate account. At the same time, New York Life was rolling out a new customer relationship management solution called Sales Central (a custom version of Salesforce), and they wanted to integrate Revver with it. Because Revver already supported an integration with Salesforce, the team was able to quickly build a custom integration with Sales Central. New York Life then began using Revver to organize all their client records in dedicated folders within the system. 

Revver streamlined the auditing process for New York Life corporate, making it easier to maintain compliance and governance across document workflows. Corporate teams now have improved visibility into document-related activity, while agents continue to work seamlessly with files through the Sales Central CRM without disruption to their day-to-day processes. Revver allows them to access documents without leaving Sales Central. When an agent accesses an account, they only see the documents for that account in Revver. They can’t accidentally store something in the wrong place. 

This shift drove broad adoption across the organization, with Revver now supporting a large and growing base of agents and staff managing substantial volumes of data and documents. One of the most valued capabilities is secure file sharing. Agents rely on it daily, using shares that enable external parties to safely submit documents without compromising security or compliance. All New York Life communication that is sent from Revver routes through New York Life’s own compliance systems that monitor communication to ensure agents are in accordance with company policy. 

Onboarding is frictionless for agents, who can typically get started the same day they sign up. They can quickly provision their own Revver account directly through the company’s App Central with just a few clicks, eliminating the need for complex setup or IT involvement. 

Revver is now the only document management platform approved for New York Life’s agents. Revver has been partnering with New York Life for over 15 years, providing its agents with top-of-the-line document management software. Agents can be on the road and still access their files securely. They can quickly bring up information on mobile devices, tablets, and laptops before and during a call to make sure they have up-to-date client information, helping them stay current and prepared. The less time New York Life agents spend on paperwork, the more time they have to work with their clients. Insurance documentation adds up quickly, but Revver allows agents to store all policies for a specific client, retrieve their records, and not have to hunt for them or have someone else find them. Agents often point to quick, reliable access to their files as their favorite thing about Revver. 

Rather than relying on email or physical mail, which can be unreliable, slow, and not secure, agents now simply send secure shares to clients. Clients can upload files through a secure portal, and those files will be instantly accessible to their agent. Using Revver has reinforced agents’ reputation for securely handling client data, a responsibility that has consistently been a top priority in their work. 

Corporate staff members benefit from the same level of access, which helps them handle their workload more efficiently. They have created templates for new clients to standardize the intake process. Every client has a consistent folder template applied to their lines of business, which allows agents to easily store files in the appropriate file structure for quick processing. 

With Revver’s help, New York Life remains compliant with file retention requirements. Any file that gets added to Revver has the appropriate retention policy, so they always stay compliant. When an agent is retiring or leaving, files can be reassigned to another employee through Revver permissions. Thus, nothing gets misplaced or lost during transition periods. 

Stop Letting Document-Driven Work Slow You Down