Massachusetts Mutual Life Insurance Co. has introduced a new Portfolio Audit and Account Review program available to agents on the company's producer web site, FieldNet. PAAR is designed to help the company's more than 8,000 financial professionals and support staff improve their productivity and meet their clients' evolving needs.
With PAAR, financial professionals can accomplish in minutes what it used to take hours to do: prepare accurate, up-to-date reports that summarize their clients' MassMutual investment and insurance portfolio. PAAR simplifies and automates the process of searching for clients, aggregating family policies and producing a comprehensive report
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