lean ux and ecommerce design: how ai is transforming the insurance industry with metlife

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MetLife Re-inventing the way consumers buy insurance.

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Page 1: Lean UX and Ecommerce Design: How Ai is transforming the insurance industry with MetLife

MetLife Re-inventing the way consumers buy insurance.

Page 2: Lean UX and Ecommerce Design: How Ai is transforming the insurance industry with MetLife

Hi, I’m Sharon

VP Strategy, MetLife 145 Years Young

Fortune 50 Global Company 60,000+ Associates

Hi, I’m Alex

CEO, Ai Ecommerce Agency

HQ in Manhattan Strategy, Design, & Dev

Page 3: Lean UX and Ecommerce Design: How Ai is transforming the insurance industry with MetLife

MetLifeDigital Initiatives

Page 4: Lean UX and Ecommerce Design: How Ai is transforming the insurance industry with MetLife

Enthusiastic Team &

Leadership

Entrepreneurial Startup

Mentality

145 Years Young…Tech Startup

Pushing the Limits.

Pilot. Learn. Adapt.

Page 5: Lean UX and Ecommerce Design: How Ai is transforming the insurance industry with MetLife

MetLife is leapfrogging the

industry.

Page 6: Lean UX and Ecommerce Design: How Ai is transforming the insurance industry with MetLife

Sales Marketing

What we’re building.

Service

Page 7: Lean UX and Ecommerce Design: How Ai is transforming the insurance industry with MetLife

MULANMobile Ubiquitous Life Insurance

Access Network

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Make it easy to do business.• Increase flexibility

• Simple, fast, easy

• Differentiated services at your fingertips

• Real-time quotes

• Personalized notifications

Page 9: Lean UX and Ecommerce Design: How Ai is transforming the insurance industry with MetLife

188Net Promoter

ScoreEquivalent call center

representatives

10

The Results

%+Self-service

utilization

+

Page 10: Lean UX and Ecommerce Design: How Ai is transforming the insurance industry with MetLife

The WallBig data customer service

Page 11: Lean UX and Ecommerce Design: How Ai is transforming the insurance industry with MetLife

90,000,000 customers

70,000

employees

2,000 software apps around the world

400just for policy administration!

Page 12: Lean UX and Ecommerce Design: How Ai is transforming the insurance industry with MetLife

Combined data from 70 systems.

360 view of caller’s policies.

Drastically improved customer satisfaction and call center productivity.

The start...

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Three months (yes, three)

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801,200systems

aggregatedglobal employees

using system

3months to build

The Results

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“Looking beyond MetLife and even the insurance industry, The Wall may well be a prototype

for the next generation of customer 360 applications.”

- Information Week, May 2013

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InfinityBuilding an emotional connection.

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“…organizations who optimize this emotional connection

outperform competitors by as much as 85% in sales growth.”

- Gallup, 2013

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���20

Scheduled Messaging

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���21

Private Network

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���22

Digital Keepsake

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���23

Lead Generation

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In PracticeMobile Process

Page 25: Lean UX and Ecommerce Design: How Ai is transforming the insurance industry with MetLife

IntroducingHarmony

MetLife Alico Japan

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Page 27: Lean UX and Ecommerce Design: How Ai is transforming the insurance industry with MetLife

The Vision: To remove the complexity from the Agent-

Customer experience.

Page 28: Lean UX and Ecommerce Design: How Ai is transforming the insurance industry with MetLife

What we’re building.

Page 29: Lean UX and Ecommerce Design: How Ai is transforming the insurance industry with MetLife

What we’re building.

Page 30: Lean UX and Ecommerce Design: How Ai is transforming the insurance industry with MetLife

What we’re building.A mobile sales application used by over 30,000 sales agents and millions of customers.

Page 31: Lean UX and Ecommerce Design: How Ai is transforming the insurance industry with MetLife

Lean UXProcess

Page 32: Lean UX and Ecommerce Design: How Ai is transforming the insurance industry with MetLife

Look familiar?

Page 33: Lean UX and Ecommerce Design: How Ai is transforming the insurance industry with MetLife
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There just has to be a better way.

Page 35: Lean UX and Ecommerce Design: How Ai is transforming the insurance industry with MetLife

Lean UX Cycle

Think

Check

MakeGather requirements Invent

Design the experience

Validate with users

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DROP YOUR SCREEN RIGHT UP IN HERE

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Paper prototypes

help identify content and

functionality.

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Only 5 Participants are needed

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But why users? I’m the business.

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After Testing: bring the results back to business and discuss

findings and decisions.

Page 48: Lean UX and Ecommerce Design: How Ai is transforming the insurance industry with MetLife

Deciding in the browser

Process

Page 49: Lean UX and Ecommerce Design: How Ai is transforming the insurance industry with MetLife

mill

ions

of r

esul

ts

'06 '07 '08 '09 '10 '11 '12 '13 '14

4,3603,930

3,210

1,510

2,1101,720

9291,220

703

20?? is the “Year of Mobile”

Source: Google

Page 50: Lean UX and Ecommerce Design: How Ai is transforming the insurance industry with MetLife

2014 is the year of enough already.

Page 51: Lean UX and Ecommerce Design: How Ai is transforming the insurance industry with MetLife

At work? Leaning Back?

Page 52: Lean UX and Ecommerce Design: How Ai is transforming the insurance industry with MetLife

The Truth: your users are using your app wherever and on

whatever device they please.

Page 53: Lean UX and Ecommerce Design: How Ai is transforming the insurance industry with MetLife

So how can we build products only asking people to look at a piece of paper?

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Page 55: Lean UX and Ecommerce Design: How Ai is transforming the insurance industry with MetLife

Decide in browser has 2 parts.

Component Library Responsive Approach

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Page 57: Lean UX and Ecommerce Design: How Ai is transforming the insurance industry with MetLife

4 Rules for Component

Library

Developers stick to the guide.

Designer directs “over the shoulder” for new cases.

Business consulted for functionality.

New components added to the library.

Page 58: Lean UX and Ecommerce Design: How Ai is transforming the insurance industry with MetLife

Responsive Range

Medium Devices (Tablet) Large Devices (Desktop)

700 px 960 px

Break Point

959 px 1200 px

Determine responsive range.

Page 59: Lean UX and Ecommerce Design: How Ai is transforming the insurance industry with MetLife

Medium device (tablet) vertical.Medium Device (Tablet)

Page 60: Lean UX and Ecommerce Design: How Ai is transforming the insurance industry with MetLife

Medium device (tablet) horizontal.

The product item and product detail column will expand proportionally.

The left rail will be locked and will not expand.

All Larger Devices

Any screen/browser size beyond the 1200 px width, the background color will expand.

Page 61: Lean UX and Ecommerce Design: How Ai is transforming the insurance industry with MetLife

And consider all larger devices.All Larger Devices

Any screen/browser size beyond the 1200 px width, the background color will expand.

Any screen/browser size beyond the 1200px width, the background will expand.

Page 62: Lean UX and Ecommerce Design: How Ai is transforming the insurance industry with MetLife

invisionapp.com marvelapp.com

Two Great Prototyping Apps

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Co-locationProcess

Page 65: Lean UX and Ecommerce Design: How Ai is transforming the insurance industry with MetLife

or&

OR

or

For Designers:How to get your IT Department to support

your User Experience initiatives.

2 YEARS AGO...

UX IT

Page 66: Lean UX and Ecommerce Design: How Ai is transforming the insurance industry with MetLife

oror

Inclusion

Page 67: Lean UX and Ecommerce Design: How Ai is transforming the insurance industry with MetLife

or

UX IT

or

BIZ

Pod

Page 68: Lean UX and Ecommerce Design: How Ai is transforming the insurance industry with MetLife

orLead Owner Lead

Translator

IA

Designer

AnalystBackend

Fender

QAResearcher

Mega PodUX BIZ IT

or

or

or

or

or or

or or

or

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MeasurementProcess

Page 76: Lean UX and Ecommerce Design: How Ai is transforming the insurance industry with MetLife

5 KPIs beyond the standards

User satisfaction.

Net promoter score.

Application usage.

Lift in self-service.

Application speed.

Page 77: Lean UX and Ecommerce Design: How Ai is transforming the insurance industry with MetLife

Build the right thing.Lean UX

Reduce feedback time.Co-Location

Design in right place.Decide in Browser

Fail fast. Ensure Success.Measurement

Mobile Process

Page 78: Lean UX and Ecommerce Design: How Ai is transforming the insurance industry with MetLife

Thank You! Come see us at booth # 300

Alex Schmelkin [email protected]

http://aiwork.com !

Sharon Rodriguez [email protected]

http://metlife.com !

We’re hiring!

We’re hiring!