Advisor360 - Access and Fees

Body

Access Fee (Updated as of May 2026)

  • There is no longer a separate fee associated with A360 Access.

 

Access to A360

  • All Career Agents, Agent Emeritus, Agency Staffs and Advisor Staffs can have access with no additional fee.
  • Access is still provided only on necessary basis.
  • Any access request inquiry can be submitted to A360userexceptionrequest@massmutual.com by Digital Enablement Specialist.

 

Access Level

  • All Agency / Firm access – full access to all agents may be granted (Ex. DES, Site Coordinator, ASOs, etc.)
  • Agent A360 proxy is part of General Proxy access (New business pending) request submitted on ServiceNow - Field Access Request Form by ATS / ASA
    • If advisor has all agency access, the assistant who has proxy to the advisor will only be able to access the advisor's, NOT the entire firm
    • If advisor has proxy access to other advisors, the assistant who has proxy to the advisor will also has access to the other advisors
  • Business Unit – CRM sharing (Ex, tasks, activities, workflow, custom fields, etc.)
    • DES submit request to A360 Relationship Manager (currenlty Mike Gaines)
    • Primary – inherit CRM settings
    • Secondary – maintain personal CRM settings but can share tasks

*When Career Agent flipped to Agent Emeritus Contact, A360 will be auto-provisioned.  If AE does not want access anymore, User Exception form needs to be submitted to remove access.

Details

Details

Article ID: 23450
Created
Wed 12/11/24 4:07 PM
Modified
Mon 10/26/26 1:15 PM