Unified workflows
Combined sales, servicing, and performance into one workspace.
MetLife Mexico
MetLife Mexico needed a centralized workspace where agents could manage their business from one place.
Home dashboard
A unified home for priorities, performance, and daily work.
Client relationships
Manage clients, policies, and communication from one place.
Activities
Track service requests, follow-ups, and daily sales work.
Products + performance
Connect product knowledge with portfolio performance.
Business impact
The MVP established a shared vision for MetLife Mexico's future agent platform.
Validated with agents
20 interviews shaped the MVP before implementation.
Clear implementation path
Delivered build-ready flows and prototypes.
Executive alignment
Created a shared vision for the future agent experience.
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