New York Life's GuideMe
2019: Crafted a custom Salesforce-powered Application to guide NYL’s agents through their client meetings. 2023: Based on agent feedback, designed enhancements to provide customized experiences for agent’s individual clients. At the same time, designed a Portal for NYL clients to manage their “Life”.
Below are video recording I made to socialize with the team to get their feedback.
Client's Portal
I was tasked to conceptualize what the Client's Portal would be. I was asked to come up with a new fresh design that was not part of the Agent's GuideMe style.
Below are recordings showing the final conceptualized Portal and the Onboarding process.
GuideMe's Agenda Tray Evolution
Agent's needed a way to "stay on the rails" of a given agenda with a client. The current GuideMe application allows the agent to jump around and get lost. The solution I came up with was the Agenda Tray which stitches the correct screens together to create the desired agenda.
Below is the evolution of the Agenda Tray over several recordings.
