Dashboard › MassMutual › Step 2

Complete the SOL

Pick the employer you requested a quote for, get them on the phone for ten minutes, and answer the questions below. The portal fills in the two authorization pages of the MassMutual proposal and sends them for signature.

1 · Request a quote2 · Complete the SOL3 · Prep open enrollment4 · Dashboard

The case

Employer from your quote requests Products MassMutual group whole life; add others if quoted

Billing

Billing contact name Billing contact email Billing contact phone Payroll cycle How they want to be billed

Enrollment

Open enrollment start Open enrollment end Effective date Eligible employees Who is enrolling it

OSA closers The agent Engage (text + email) Self-enroll in Selerix

How we'll communicate with employees

Text Email Voicemail On-site meetings

Notes for the case setup

Cancel

Looks complete. Once connected, the two authorization pages would be filled from these answers and sent to the employer for e-signature.

Not connected yet, and the question list is provisional. These are the case-setup items named on the Oct 16 call (billing contact, payroll cycle, OE dates, who enrolls, communication, billing). Paul is sending the full list of what the SOL needs; the form changes to match it.

What the SOL is. MassMutual's proposal has about 22 pages: the plan and the offer first, then two authorization pages (13 and 14), then the case setup. Only the authorization pages are signed; the signed pages go back onto the proposal. If the employer also takes supplemental health, both agreements are combined into one signature here.

One Solution Agency · Agent Portal · a starting point built Oct 16, 2026 — the forms are not connected yet; see each page's note.