Dashboard › MassMutual › Step 3

Prep the open enrollment

The SOL is signed or about to be. Tell us the dates and what the enrollment needs; each need becomes a task for the person who does it, with a deadline.

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

The window

Employer Closer who runs the enrollment Target open enrollment start Target open enrollment end

What this enrollment needs

Engage texts, emails and voicemails to the employees through the enrollment

Yes No

Materials and people Special open enrollment conditions

Cancel

Looks complete. Once connected, a task per need would go to Jesse, Paul and Bo with the dates, and the case would appear on the dashboard as Upcoming.

Not connected yet. The needs listed are the ones named on the Oct 16 call; the task hand-off and the dashboard row are the next change.

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