All agency functions.
One unified view.
Bring your people, data, and processes together in one platform—so your team spends less time managing information and more time growing the agency.
Why Does FirmOS Exist?
FirmOS was built inside Commonwealth Financial Group to solve real operational challenges MassMutual agencies face every day.
Simplify Your Operations
Streamline operations & communication by reducing manual processes across teams
Make Smarter Decisions
Streamline operations & communication by reducing manual processes across teams
Improve Advisor Support
Enhance the advisor experience through improved business visibility & support
What Our Clients Say
Agencies across the country trust FirmOS to streamline their operations.
“FirmOS has become our engine for operational clarity—cutting through noise, aligning our teams, and fueling smarter decisions. It captures the moments that matter and keeps our entire organization moving with purpose. With FirmOS as our foundation, we’re ready to elevate our firm to new heights this year!”
— Deborah Rojas, CLF®
Chief Integration Officer, Charter Oak Financial
“FirmOs has been a gamechanger for our agency. In an environment with strict platform limitations, they provided an approved, all-in-one solution that enabled us to centralize our marketing, financial planning, annuity tracking, and production reporting into a single streamlined system. Their team is incredibly responsive, detail-oriented, and a true partner in helping us build smarter operational processes.”
— Vanessa Oakley
Chief Operating Officer, Golden Summit Wealth
TRUSTED BY LEADING MASSMUTUAL AGENCIES
Platform Capabilities
Purpose-built tools to run every function of your agency more efficiently, complete with live feeds from MassMutual.
Executive CRM
A centralized database that houses contact information along with both quantitative and qualitative summaries for advisors, brokers, agency staff, and advisor staff—all in one place.
Streamline Advisor Recruiting
Manage your entire recruiting pipeline from first contact to contract. Track candidates, schedule interviews, and accelerate your hiring velocity.
Simplify Contracting & Licensing
Centralize all contracting and licensing workflows. Track status, automate reminders, and ensure nothing falls through the cracks.
Centralize Advisor Production Data
House all advisor production data in one place. Access real-time metrics, historical performance, and compensation details instantly.
Firm-Wide Reporting & Analytics
Get visibility across your entire agency with comprehensive dashboards. Track KPIs, identify trends, and make data-driven decisions.
Automate Advisor Communications
Send automated production reports, contract qualifications, and important updates to advisors without manual effort.
Track New Business Case Flow
Manage the full lifecycle of new business cases from submission to issue. Internal tracking keeps everyone aligned.
Manage Financial Planning Cases
Track financial planning cases and renewals through every stage. Never miss a follow-up or deadline.
Monitor Revenue Opportunities
Track revenue opportunities with advisors and identify growth potential across your agency.
Manage IT & Marketing Requests
Centralize tech support and marketing requests. Advisors and staff can submit tickets, track status, and streamline workflows.
Onboard New Staff Efficiently
HR capabilities to track and onboard new staff hires. Ensure a smooth transition for every new team member.
Track Event Attendance
Manage agency events and experiences. Track attendance, send invitations, and measure engagement.
Ensure Compliance
Track detached office requirements, personal interviews, and other compliance obligations in one place.
Manage Brokerage Contacts
Maintain a comprehensive database of brokerage contacts and operations for seamless coordination.
Departmental Traction/L10 Reports
House your Traction/Rock or L10 reports in a centralized location accessible to all department leads.
How It Works:
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Create a Robust Agency Database
House all of your CRM data under one roof. Advisors & Advisor Staff, Brokers, Agency Staff; all information you could ever want, in one place.
Migrate Firm Operations
Customize the FirmOS platform to fit each department's ideal process. Once customized, migrate daily operations into FirmOS.
Transform the Advisor Experience
When departments collaborate effortlessly, the whole firm runs smoother—and advisors experience the impact. FirmOS delivers timely updates and transparent insights, freeing advisors to focus on what truly matters.
Ready to transform your agency?
FirmOS
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