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Needs Analysis & Product Recommendation

Overview

Your application could recommend MetLife products to your customers with the Metlife Needs Analysis & Product Recommendation API. This API analyzes the needs of the customer, i.e. how much they need for retirement, calculates the funding gap based on their current efforts toward their goals and recommends the best products to help them achieve their goals.

API Selection Considerations

There are a few things to consider when deciding whether or not a particular MetLife API is right for you:

  • How do you plan to use the API? We’ll need to know this up front to determine your support needs.
  • We require testing in our sandbox environment.
  • In the short term, you will need to periodically email status reports for audits/true-ups.
  • If you haven’t already, please read our API Integration Guide to understand our integration process.

Invocation

Establishing a connection to our API is an easy process. We use a token-based access model to grant you access to our APIs. When registering, you’ll receive a client identifier for your organization and further instructions on how subscribe to our APIs. Read more on the API Integration Guide.

Use Cases

There are a number of product recommendation use cases that this API addresses. For example, customers looking to ‘save for their children’s education’ could identify the best Education Savings product for their needs through your organization’s mobile app or web portal. 

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