Our operations team helps run the logistical aspects of your day-to-day practice.

Each department focuses on facilitating ease of doing business with MassMutual and elevating the client experience. We provide a dynamic experience focused on consultation, facilitation, and communication. We are your advocate throughout business processing. We are the leaders in our industry for ease of doing business with the firm and MassMutual.

Contracting & Licensing

When you start your business, our contracting and licensing team ensures you have the credentials you need. As you grow and develop, we walk alongside you through the process to obtain additional licensing to reach new leads and better serve your current clients.

New Business

Our new business team acts as your advocate through the underwriting process. Your dedicated new business coordinator helps you navigate requirements and set expectations for a smooth client experience.


The regulatory environment of this business is complex and changing every day. Our team partners with you to navigate the challenges of this landscape; to protect your interests, your business, and your clients. We help ensure you build and maintain an ethical, trustworthy, and authentic practice.


Our technology team assists with integrating top industry tools into your practice that benefits you, your team, and your clients. When issues come up, we help you find a resolution. With new updates and changes to how you do business, we help you adapt and stay ahead of the curve to best serve your clients.

How We Guide You

Our goal is to support your practice by serving as a day-to-day resource to help your business grow and thrive. We provide the operational technology, tools, and resources to set you up for a quick turnaround for success when navigating MassMutual. Once a new client is on board, you have built-in systems to make business smooth for you and your client. We also have a team to teach and train your support staff as you expand your practice.