Registration Basics
2FA Stands for ...
Two Factor Authentication
The first place to check to see if a client is registered for MM.com.
SalesForce- The "Online Registration Status" section
A product type that has limited scope visibility.
Anything OB, Payout Policies such as RetireEase and Income Settlements, Custodian Owned contracts, Etc.
(TALKING POINT! Quest Vs. current AMC capabilities)
A registered customer who cannot not see or add any policies, but can log in.
A Lite User
When updating a client's email in the MM.com AMC tool, this gets sent out to the client.
Email Confirmation
True or False: A client must be registered with MM.com to receive direct links.
False. The client does not have to be registered to receive the Direct Links email. If the client is unregistered, the email will contain a link to register and a link to retrieve the direct link after they have completed registration.
This is the amount of characters a password for MM.com must contain.
At least 12 characters (including at least one number and/or one special character, one uppercase letter, and one lower case letter)
One direct link we cannot send.
EFT Update
The maximum number of Beneficiaries a client can add on MM.com
up to 16. (8 Primary and 8 contingent.)
The client has changed their account from "Entity" to "Individual", so THIS needs to happen for the client to claim their policy.
AMC Referral
QUEST: MassMutual.com Registering a New Non-Individual Account
The email verification link used during customer-initiated registration expires after this many hours.
24 hrs
Direct Links are found throughout SalesForce, specifically in these two areas. These areas are...
Top right corner in the DIRECT LINKS box, or at the top of each of the policy, coverages, values, etc tabs.
Three examples of data and/or values a client with full scope access can view on MM.com.
Values, issue date, maturity date, withdrawal details, death benefit amount, etc.
One reason why the error message, "Customer is unable to register at this time", displays when registering a new client.
- Data issue preventing them from claiming their accounts.
-May not own any policies or accounts.
- May not own any eligible products.
- There is a warning from Fraud Prevention that will need to be removed before the client can register their policies
Customers may request a validation code or new verification email link this many times within 30 minutes.
Three Times
Four transactions that can be processed on MM.com (Full Scope).
Beneficiary Changes, Address Changes, E-Delivery Preference Changes, Edit Contact Information, Allocation Changes, Fund Transfers, etc.