Digital Experience · F&G · 2026

Annual Statement Digital Transition

Saves money

Rethought how policyholders receive and use their annual statements, and moved the experience to digital — a change projected to save F&G $750K in print costs.

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At a glance

Projected print cost savings: $750K

User journey
Digital transition
Print reduction

The challenge

Every policyholder receives an annual statement, and producing them in print at F&G's scale carries a real, recurring cost. The statement journey itself also needed work: it was built around paper, not around how policyholders actually look for and use that information today.

The original printed policy annual statement would mail statements to the agent for every policy they wrote.

The approach

I led a redesign of the annual statement user journey alongside the transition to digital delivery — improving how policyholders find, read, and act on their statement, so going digital was an upgrade for them rather than just a cost cut for the company.

The redesigned digital annual statement journey — now an agent can find and read policy annual statements online.

Where AI helped

I used AI as a tool on the repetitive parts of this project. The decisions, and what shipped, stayed with me.

Generating placeholder data for design mockups that followed the patterns of real customer data.

The mockups read like the real thing without real customer records in them.

How I use AI, and the guardrails around it

The results

A projected $750K in print cost savings.
An annual statement journey designed for how policyholders use it today.