Financial Services

MetLife: Disability Evolution

Redesigned fragmented disability and absence workflows into one unified claim experience, helping customers and employees track status, next steps, and required actions without jumping between systems.

Disclaimer: All data presented in these case studies has been generated for illustrative purposes only and does not represent actual company data.

MetLife unified claims dashboard view
The Challenge

Fragmented Claims, Unclear Next Steps

Customers managing Disability Benefits and Absence Management had to piece together one journey across disconnected pages in web and mobile. Key claim details were split by program, which made status tracking harder and increased support dependency. The goal was to create a single end-to-end claim view with clear progress and action cues.

User Research

Designing for Scale and Stressful Moments

Primary User Profile

Employees and policyholders navigating disability and leave-related claims while coordinating with employers, care providers, and internal claims teams.

  • Goal: Track claim progress from submission to resolution in one place.
  • Pain Point: Critical details were scattered across account areas with inconsistent labels and status language.
  • Need: A simpler experience that translates complex PFML and disability data into clear, actionable guidance.
MetLife claimant profile and form workflow view
Infrastructure

Translating the FINEOS Data Layer

The experience depended on high-volume claim data from FINEOS, updated multiple times per day. I partnered with engineering to convert that complexity into readable UI states, structured summaries, and dependable status logic so users could quickly understand what changed and what to do next.

MetLife absence dashboard with annotated data and program logic
The Journey

Rapid Iteration with Cross-Functional Teams

01

Discovery

Partnered with MetLife's UX research team to map claimant pain points, clarify service constraints, and prioritize the moments with the highest user anxiety.

02

Exploration

Produced and reviewed Adobe XD iterations several times per week to align product, engineering, and operations on evolving requirements.

03

Refinement

Removed low-value interface noise, clarified hierarchy, and prioritized status and task visibility to improve comprehension and perceived speed.

Solution

A Unified Claim Experience

Legacy fragmented MetLife claims view

Fragmented Legacy Journey

Unified MetLife disability evolution interface

Unified, Action-Oriented Experience

The Outcome

Product and User Impact

Consolidated Claim Visibility

Integrated disability, absence management, and PFML into one coherent journey so users can track progress without jumping between tools.

Improved Clarity and Performance

Reduced UI and data overhead, improving perceived load speed while making statuses, timelines, and next actions easier to understand.

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