This project is protected by NDA. For a more in-depth representation of this project, please reach out to me via email.
Agent Portal | Figma
new york life
guideme
NYL GuideMe is a tool designed by agents for agents. By compiling decades of industry knowledge and expertise, we worked to create a unique agent portal that would capture customer details and help keep their clients financial wellbeing up to date.
ROLE
Art Director
Lead UI Designer
TEAM
Samantha Jacobs
Lina Maliha
Adrian Poveda
Cesar Cajina
Chad Whaley
Mariela Campos
Valeria Miranda
DATE
2021-2024
ABOUT THE PROJECT
A long-term partnership with one of North America's most famous Financial Institutions has led us to create a B2B service platform that facilitates life insurance professionals to sell products and keep track of their client's financial well-being.
In addition to everyday operations and feature building, my team was responsible for a complete overhaul and recreation of the design system used for New York Life Products.
From color revision to the creation of new icons and larger components, my team spearheaded the discussions and eventual application of all changes made to the ecosystem.
Under the advice of my team, NYL made a major decision to reject predictability and embraced a new, illustrated character line used to represent their clients and agents: people from all walks of life, of all ages and races.
This added personality, visual accessibility, and diversity while also helping agents be able to tell a story with more ease.
Over 400 screens, alt states, edge, and use cases were created and extensively documented for handoff, development, and business meetings, all in accordance to our redesigned DDL.
Project documentation + handoff
Project Conclusions
Powered by extensive research, our team was able to build a solution that addressed all of the visitor's main problems, met the client's expectations, and did not compromise on beautiful aesthetics and accessibility.
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Select their preferred language
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Purchase tickets, hassle-free
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Download maps with clear instructions
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Learn more about the galleries
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Keep a unique ticket stored in their digital wallet
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Easily find information about the museum