DocuSign Access for MMFA Brokers

MMFA brokers may use DocuSign for approved business processes through one of two supported options. All DocuSign access requests must be initiated by brokerage leadership and follow the standard approval and access request process.

Overview

MassMutual Agency Brokerage Sales offers DocuSign capabilities for MMFA brokers using one of two approved methods:

1. Broker’s own DocuSign instance (once approved), or
2. MassMutual’s DocuSign tools, where envelopes are sent on the broker’s behalf by the brokerage director’s firm.

All DocuSign usage must be approved and requested through brokerage leadership. Brokers cannot request access directly.

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DocuSign Options for MMFA Brokers

Option 1: Broker Uses Their Own DocuSign

Brokers may use their own DocuSign instance once approval has been granted.

Setup Process:

• Brokerage directors must submit the MMFA Agency Brokerage DocuSign Approval Request Form on behalf of the broker.
• Approval is required before the broker may use their own DocuSign instance for MMFA business.

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Option 2: Broker Uses MassMutual’s DocuSign

Brokers may use MassMutual’s DocuSign tools. In this scenario, the brokerage director’s firm sends DocuSign envelopes directly to the client on behalf of the broker.

Setup Process:

1. The brokerage director coordinates with their Agency Security Administrator (ASA).
2. The ASA submits a request using the Field Access Request Form to provision DocuSign access for the broker.
3. Once approved and processed, DocuSign functionality becomes available through the MassMutual environment.

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Important Notes and Restrictions

• DocuSign cannot be used in New York or California.
• All requests must go through brokerage leadership; brokers should not submit access requests themselves.
• Access requests that do not follow the approved process may be delayed or denied.