Welcome to the One Solution Agency Agent Portal
Your one place to bring a case: request a carrier quote, complete the SOL, prep the open enrollment and watch it on the dashboard. Pick a carrier below and follow the steps in order; each one hands off to the next.
Carrier modules
MassMutuallive first
All things MassMutual
Group whole life for employer groups. The four steps take a new employer from first quote to an enrollment on the dashboard.
Assuritymodule coming
All things Assurity
Agent portals, marketing materials and underwriting guidelines for Assurity products. Case quote form and case opening steps follow the MassMutual module.
- New case quote form
- Case opening & implementation
- Product brochures, training and marketing materials
Aflacmodule coming
All things Aflac
Supplemental health and the Aflac master app. Existing Aflac clients pre-fill most of a MassMutual SOL.
- New case quote form
- Case opening & implementation
- Product brochures and training
Boston Mutualmodule coming
All things Boston Mutual
Group life and disability. Carrier-specific new case quote request, training and underwriting offer.
- Boston Mutual specific new case quote request form
- Training & supporting materials
- Underwriting offer
Ameritasmodule coming
All things Ameritas
Product brochures, training, marketing materials and guidelines.
- New case quote form
- Case opening & implementation
- Product brochures, training and marketing materials
Case build workflow
The same path for every carrier
How a case moves: quoted → SOL signed → census loaded → open enrollment → effective date → commission. The same four steps for every carrier.
Agent training
Agent trainingmodule coming
Refreshers and walkthroughs
Product refreshers, how to sell it, what makes it stand alone, and short videos you can share with a customer. Spanish versions to follow.
- MassMutual group whole life: the four-step walkthrough
- How to submit a case (video)
- Selerix: logging in and running the enrollment report
Referral partnersmodule coming
Bringing a case with a partner
Bringing a case through a referral partner. Same quote request, with the partner recorded on the case.
- Refer an employer
Who to contact
MassMutual proposalsQuote requests go to MassMutual's quoting contact from step 1; the proposal comes back to you through the portal.
Landing pagesPaul — requested in step 3, built per case.
Enrollment videosJesse — requested in step 3.
Appointment links & EngageBo — closers' booking links and the Engage texting schedule, requested in step 3.
One Solution Agency · Agent Portal · a starting point built Oct 16, 2026 — the forms are not connected yet; see each page's note.