ABOUT

The challenge: MetLife is among the largest global providers of insurance, annuities and employee benefit programmes, with 90 million customers in over 60 countries. The UK division of their employee benefits team approached financial services specialist agency, Teamspirit, for assistance with their broker communication strategy. As Senior UX Strategist at Teamspirit I was called upon to lead the design process.

The existing process relied on MetLife's sales representatives carrying 80 different paper brochures around to meetings across the country, an approach which was not only viewed as out-dated, but also had significant cost and logistical implications with regards to keeping the information within them up to date. The sales reps were also able to edit the digital presentations that they used as they wished, which often caused inconsistencies in the brand message and concern for the marketing team.

MetLife wanted to completely rethink this process, using digital methods to improve efficiency, reduce wastage and elevate the experience for the sales reps, the brokers they were pitching to and the marketing team.

To see how I tackled this please see my portfolio website.