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.