Fieldtech Software
Agency management platform for life and disability insurance distribution
Overview
Fieldtech Software is an agency management platform for life and individual disability insurance distribution, serving career agencies and their advisors. The platform consolidates workflow management, production tracking, and client servicing tools into a single operating system designed for life insurance agencies.
The platform delivers capabilities across new business reporting, advisor recruiting, client service, and AI-assisted tools. It integrates with MassMutual systems and the broader life insurance ecosystem, including EZ-app for NIGO reduction. The cloud-based product is delivered as SaaS and includes mobile AI features for real-time policy lookup and at-risk policy monitoring.
Fieldtech was established in 2022 as a joint venture with NFP, an Aon company, after Lenox Advisors developed an internal agency management system that demonstrated measurable gains in client retention and advisor performance. NFP commercialized the solution through Fieldtech to serve the broader MassMutual career agency market.
Products & Services
Reporting and New Business
Data-driven case tracking and workflow management for life insurance new business. The platform tracks cases from submission through resolution, identifies bottlenecks in real time, balances workload across teams, and generates automatically updated custom reports.
Key Features
- Case tracking from submission through resolution
- Real-time bottleneck identification and workload balancing
- Automated custom reporting with reduced manual effort
- EZ-app integration to reduce not-in-good-order (NIGO) submissions
Target Users: Agency operations teams, new business processors
Recruiting and Advisor Services
Tools for managing advisor pipeline and onboarding, from prospecting through first case.
Key Features
- Prospect-to-advisor pipeline tracking
- Structured onboarding workflows
- Performance leaderboards and time-to-first-case measurement
- Email marketing campaign management
- Unified advisor directory and support ticketing
Target Users: Agency principals, recruiters, managing partners
Client Service and AI Tools
AI-powered book analysis and client lifecycle management tools.
Key Features
- At-risk policy alerts based on AI book analysis
- Client milestone tracking (birthdays, anniversaries, policy touchpoints)
- Mobile AI for natural-language policy lookups
- MassMutual-compliant marketing resource library
Target Users: Advisors, client service teams
At a Glance
- Founded
- 2022
- Headquarters
- New York, NY
- Employees
- 11-50
- Funding
- PE-Backed
Category & Focus
- Category
- Distribution & Sales
- Subcategories
- Agency Management Advisor Performance New Business Workflow
- Insurance Verticals
- Life & Annuity Group Benefits
- Target Customers
- Agents/Agencies, Carriers
Customers
- Lenox Advisors
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Last updated: 2026-05-12