Reference
The deployment in one sentence
MetLife runs branch-visit and daily activity planning for its financial advisors on the Imona platform with 150 people.
Context
Where this deployment sits
MetLife's financial advisors spend their working day visiting branches and meeting customers rather than sitting in an office. Their manager sees them weekly at best, and most of what determines their result happens with nobody watching.
Problem
What was not moving
Advisor activity is the hardest work to manage because it is invisible. CRM records what the advisor chose to enter, after the fact. Coaching happens in a weekly one-to-one about a week that has already gone.
What was deployed
Modules and mechanics on the platform
- Branch-visit missions covering the activity that precedes a result: branch visits planned and completed, meetings held, follow-ups closed
- Daily activity planning, so each advisor starts the day with a visible plan rather than a monthly target
- Product-mastery journeys for the technical content an advisor needs in the meeting, delivered to a phone between visits
- AI mentor guidance replacing the weekly retrospective with a daily, personalised prompt
- Team leaderboards that make advisor activity visible to a distributed team that never sits together
What changed
Outcomes and operating evidence
- 150 financial advisors planning branch visits and daily activity in one place rather than reporting them after the week
- Activity that used to be invisible between one-to-ones became visible to the advisor first and the manager second
- Each advisor opens the day on a visit plan, and the manager sees the activity while it can still be coached, rather than reconstructing the week afterwards