New Dividend Process

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New Dividend Process

Dividend Mailer

Dividend Webpage

Dividend Insert

Opportunity
Montana State Fund’s traditional dividend letters were lengthy and dense, making it difficult for policyholders to understand the process.

Solution
I reworked the communication strategy to improve clarity and engagement. I developed a custom envelope containing a concise insert with a QR code linked to a user-friendly web page featuring infographics, explainer videos, and a comprehensive FAQ section.

New Dividend Process