We’re not just some stodgy old insurance financial services company. We have invested millions of dollars in our technology infrastructure to make even the most tech savvy person excited about working at a MassMutual agency!
Our revolutionary program called ESP (Electronic Sales Platform) provides integrated and intuitive digital experience which brings together technology, education and support to provide agents with the tools, capabilities and insights they need to help them make more informed decisions and engage consumers in new ways.
Customer Relationship Manager (CRM)
Whether you are in the office or on the road, the MassMutual Customer Relationship Management (CRM) tool Powered by Salesforce.com®, provides you and your team with the automation and information required to make decisions quickly while spending less time managing data and tasks.
EZ-app is an intuitive, simplified order-entry tool that offers flexible and enhanced e-signature options, improving the time to issue new whole life and term policies for our customers. With the rollout of EZ-app and eSignature, life policies are submitted to the home office much faster (more than 10 days faster) and paid much faster than cases submitted the previous way.
Box® Cloud Storage
The ability to access your data from multiple devices, and to share files seamlessly with others, is becoming a critical part of your daily routine. With Box®, MassMutual’s cloud storage option, all you need is an Internet connection to upload, download, edit and share documents, making it easy to collaborate with clients and peers no matter where you are.
MobileIron® is MassMutual’s mobile email and calendar solution for the field. It allows users to access their MassMutual email, calendar, contacts and tasks using their phone’s or tablet’s “native” email, calendar, contacts and other productivity apps on the device. The ability to use your device’s “native” functionality means you will not have to go to a separate app to get this content.
We’ve all been there, struggling to remember multiple passwords to log on to our computer, mobile devices and more. To take the pain out of password recollection, MassMutual offers LastPass Premium, a password management tool that safely stores and remembers all your passwords and automatically logs you on to online accounts. With LastPass, you create one master password, eliminating the need to remember additional usernames or passwords. LastPass secures all your username and password data by encrypting it on your personal computer or mobile device.
Skype for Business
There is great value in meeting face-to-face with clients and prospects. But not every meeting needs to be in person, especially when it could mean driving hours back and forth. When a client needs to see your face, you have a great option with our state-of-the-art video conferencing platform Skype, supported by MassMutual’s newly upgraded network. You’ll get back precious time that would otherwise be spent staring out your windshield that can be used for more productive or fun activities.
Social Media Marketing Tool
Social Media has become table stakes for how Financial Services Representatives (FSR) promote their practice online and engage with their clients and prospects. Staying compliant as well as having access to a library of relevant content can challenge even the most tech savvy producers. MassMutual takes the guess work and concern out of the process. You’ll have access to preapproved campaigns to broaden your online profile and network as a respected FSR who has something meaningful to say whether it’s through Facebook Fan Pages, LinkedIn and/or Twitter.