Digital Cheat Sheet

For the most up to date information on topics impacting your practice, review the links below:

• Updated Field News relevant to your practice
• MMLIS, compliance or Regulatory reminders
• Advisor360 enhancement
• Technology alerts and best practices
• Advisor360 Onboarding Training Series listing
• Training Wheel or Pop Up delivered by the Practice Optimization Team

Please check it out regularly for the most updated news.

Advisor360

• Advisor360: All advisors who split business see case details
• Expanded EZ-App pre-fill functionality from Advisor360 prevents potential rework and errors
• Elevate your client game with Investor360
• Advisor360 update: Edit or delete CRIA forms, manage tables, and more
• Advisor360 improves search, data reporting, and more
• Advisor360 enhances data conversion capabilities
• Annual client meeting records now integrated into Advisor360

Technology

• Easily navigate the revamped ServiceNow self-service portal
• Replay the all-field Compass call!
• Zoom mobile and Mac users: Note SSO login changes
• Zoom AI Meeting Summary is here!
• Artificial Intelligence at MassMutual: Where are we now?
• Use new capabilities to better track your progress with leads
• Calendly discount offered for new users
• Be aware of spamming cyberattacks
• Follow 3 steps for compliant business texting
• Introducing Our New Knowledge Base

Customer Service/MMLIS

• DocuSign forms library now in ServiceNet
• Advisor Virtual Assistant (AVA) is here 
• Take 'Leading with Value Playbook' on the go to guide conversations
• Two ways to update New York addresses for policies serviced on Coverpath
• Pre-register policyowners for MassMutual.com account on ServiceNet
• ServiceNet upgrades help you find policy information
• Growth Strategy: Succession Planning

Compliance/Registration

• Is your Form ADV Part 2B up to date? Are you subject to IA-Rep CE?
• Are your U4 registration and FINRA Regulatory Element CE up to date?
• A complaint is an opportunity to serve a customer

Training Wheel/Pop Up

• Practice Management – Client Servicing  /  Recording
• Book of Business Mining ides to Grow your Practice  /  Recording
• Grow your practice with Marketing Materials And Resources  /  Recording
• Grow your Practice using Hearsay + Gainfully + Advisor Stream  /  Recording
• Grow your Practice with Marketing LeadsApp + Spark  /  Recording
• Advisor Teaming: Our Process can Help You
• 2024 CRIA Annual Reviews
• A360 WMS Advisory Integration
• 2023 NFS E-Delivery  /  Recording
• Top 10 Mid-Year Checkpoints for your practice

A360 Onboarding Training Series 101

• 1- Introduction & Widgets  Recording
• 2- CRM & Households   Recording
• 3- Personalized CRM Setting   Recording
• 4- Life Business Sub & Tracking:  Part 1   Part 2
• 5- Your Digital Practice   Recording

A360 Onboarding Training Series 201

• 6- Maintaining CRM Records   Recording
• 7- CRM Activities & Workflow   Recording
• 8- P360 Groups & Column   Recording
• 9- Reports   Recording
• 10- DocuSign for Life Business   Recording

A360 Onboardihg Training Series 301

• 11- MMLIS Business Submission   Recording
• 12- MMLIS DocuSign   Recording
• 13- MMLIS Business Follow Up   Recording
• 14- Household Clean Up   Recording
• 15- I360  Recording