Advisor360 Client Contact Update

MassMutual and MMLIS must maintain accurate books and record data for all clients.  To update or make correction on client contact information (ex, residential / mailing addresses, phone / fax number and email, follow below instruction for different products:

A360 CRM

1. Client360 – Contacts Tab – Overview Subtab
2. Click “Edit” next to the Household name – add / update physical address, phone, fax number and email
3. Hit Save & Back

NFS accounts and NAF ID records

1. Client360 – Contacts Tab – Overview Subtab
2. Click “Edit” next to the Household name - update address / phone number
3. Click "Update Account Contact Info" - follow on screen instruction and select specific accounts or all accounts to update, then hit Update Address

(MMLIS will send one revised account profile (RAP) to new address and one with limited information to old address.)

• Address and Phone Number Changes Reference Sheet

Proprietary Insurance Products and Annuities

• Client360 - Insurance Tab – click on the wrench icon next to each policy – may bring you to ServiceNet or Coverpath to update contact information
• FieldNet – My Clients – Forms: Address Change or Smart Forms
• Service Center – 800-272-2216 / servicenetsupport@massmutual.com
• Coverpath – 866-957-5347 / DigitalCustomerSupport@massmutual.com
• Annuity Service Center

Directly Held business & Non-proprietary Insurance Products and Annuities

• Contact sponsor or carrier directly