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Last updated: 2025-12-01


Integrations - MassMutual PAAR

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Overview



The MassMutual PAAR integration for SmartOffice imports inforce policy and contact data stored in MassMutual's PAAR data format. Generally, the integration is intended for advisors whose broker-dealer is MassMutual.



The integration can be used as part of an advisor's initial SmartOffice setup to populate SmartOffice with the current contact and policy data. The integration can also be used periodically to update existing SmartOffice contact and policy data with any changes that have occurred since the most recent import.




Requirements






  • MassMutual FieldNet
  • Policy Tracking license in SmartOffice

  • Advisors & Agencies user right in SmartOffice


For more information about user rights and licences in SmartOffice, see User Accounts - User Rights.




SmartOffice Setup




User Setup



A SmartOffice user with administrator rights must enable the appropriate license and permissions for each SmartOffice user who will use the integration.






  • In SmartOffice, select Setup > User Accounts and access the User Rights content link for the user's account.
  • In the Licenses column, select Mass Mutual in the Integration section.

  • Select Menu > Save.
  • Select Setup > User Preferences and access the Policies/Investments content link for the user's account.

  • Make sure all options under Policy Types are selected.
  • Select Menu > Save.

  • Repeat these steps for each additional user.



Data Setup



A carrier record must exist in SmartOffice for each of the following carriers. Create any carrier records that do not exist (see Insurance Carriers - Creating a Carrier). Make sure to include the Carrier ID shown in parentheses for each.






  • Massachusetts Mutual Life Insurance Company (65935)
  • MML Bay State Life Insurance Company (70416)

  • C.M. Life Insurance Company (93432)
  • Mass Mutual (UNK)



Using the Integration



The steps for using the integration are the same whether you are importing data into SmartOffice for the first time or whether you are using the import process to update existing data.






  • Log in to MassMutual FieldNet.
  • Click My Clients, and then select Book of Business Download.

  • On the Book of Business Download page, make sure the .xml ACORD format option is selected, and then click the Submit button.
  • On the Reports & Downloads page, click the name of the producer whose book of business you want to download.

  • Save the downloaded file to your computer. The file we be in compressed (.zip) format.
  • When the download is complete, right-click the downloaded file and select Extract All. Windows prompts you to select a location on your computer to extract the file.

  • Click the Extract button.
  • In SmartOffice, search for the record of the advisor whose book of business you want to import into SmartOffice, and then open the advisor record.

  • Select Menu > Integrations > Mass Mutual to open the file upload dialog box.
  • Click the Browse button, and then locate and select the file you extracted previously.

  • Click the Upload button.


To check the status of the upload, you can review the Data Import Log. Data normally appears in SmartOffice in 15–30 minutes.




Frequently Asked Questions



How often should I import data into SmartOffice? The typical interval is monthly, although you may want to import data more or less often depending on the volume of business you conduct.



How do I get access to FieldNet? MassMutual generally provides FieldNet to all of its advisors. For information about how to access FieldNet, contact MassMutual.



Does this integration support investment data from FieldNet? No, this integration works with inforce policy data only. To import investment data into SmartOffice, you can use Albridge, DST, or another investment data provider that integrates with SmartOffice. For a list of these providers, see Investment Data Downloads - Data Provider Information.