MassMutual: Delegate Access Feature
Project Timeline: 2020
Team: 1 Lead Product Designer, 1 Product Manager, 1 Business Analyst, 1 Engineer
Problem to Solve:
Advisors usually have a team of support staff who also need access to the digital products that advisors use, so that they can perform actions on the advisor’s behalf. We needed to be able to provide delegate access for these team members on two different digital applications.
LeadsApp: a mobile application for lead management
Spark: a desktop application for sending out an introductory survey
Design Plan of Action:
I would design the experience first for LeadsApp (mobile) and then apply the experience to Spark (web), creating continuity between the two applications visually and functionally.
