Description

A focused course, tailored for you

Building Containerised RPA and Process Automation for Life Insurance and Asset Management (Container-Native + Compliance + AI Orchestration + Modernisation Pathway)

Build the containerised RPA and process automation capability for life insurance and asset management in 10 weeks. Container-native + compliance + AI orchestration + modernisation pathway.

RPA at life insurers and asset managers has hit the wall: bot sprawl, brittle integration, infrastructure cost, compliance overhead, and AI-orchestration pressure all converge. The next move is container-native automation with AI orchestration that survives compliance review. Automation leaders who build it take the senior work. Here is the 10-week build.

$199 one-time

Tailored to your situation. Access within 24 hours. 30-day money-back.

Includes a hand-built implementation playbook delivered alongside course access, generated for your specific situation.

Why this course

RPA programmes at life insurers and asset managers (Sun Life, Manulife, Great-West Lifeco, iA Financial, Foresters, Canada Life, Empire Life, Industrial Alliance, RBC Insurance, BMO Insurance, TD Insurance, Equitable Life, AIG Canada, Prudential, MetLife, New York Life, Lincoln Financial, Northwestern Mutual, MassMutual, Pacific Life, Symetra, Brighthouse, Voya, Principal, Allianz, AXA, Zurich, Aegon) have hit the wall.

Bot sprawl (hundreds to thousands of bots running on legacy infrastructure), brittle integration with policy admin and claims and underwriting and actuarial systems, infrastructure cost (per-bot licensing + VDI + Citrix), compliance overhead (control bots are a control of their own, audit overhead, SOC 1 implications, SOX implications for public companies, OSFI E-23 model risk for Canadian life insurers, MoCAR for actuarial models), and AI-orchestration pressure (clients and regulators expecting AI in claims triage, underwriting decisions, customer servicing, complaint handling) all converge.

The next move is container-native automation with AI orchestration that survives compliance review. Automation leaders who build it take the senior work. Leaders who stay on classic per-bot patterns watch the senior work shift to peers.

This course teaches the 10-week build of containerised RPA and process automation for life insurance and asset management: container-native architecture, AI orchestration framework, compliance overlay, infrastructure economics, modernisation pathway, customer-experience integration, and the executive engagement model. Twelve modules with deliverables. Plus a hand-built implementation playbook for your specific portfolio.

What you walk away with

A documented container-native automation architecture.
An AI orchestration framework.
A compliance overlay (SOC 1 + SOX + OSFI E-23 + state DOI).
An infrastructure economics model.
A modernisation pathway from legacy RPA.
A customer-experience integration framework.
An executive engagement model.
A 10-week build plan.

The 12 modules

Module 1. Life-insurance + asset-management automation landscape 2026

Detailed walkthrough of the life insurance and asset management automation landscape in 2026: legacy RPA vendor positions (UiPath, Automation Anywhere, Blue Prism, Power Automate, Pega), container-native automation vendors (Camunda, Temporal.io, Conductor, Argo Workflows, in-house), AI agent platforms (LangChain Agents, AutoGen, CrewAI, Microsoft Copilot Studio, Salesforce Agentforce, ServiceNow AI Agents, in-house), the regulatory landscape (OSFI E-23 for Canadian life insurers, US SOX for public-company actuarial controls, NAIC Model Bulletin on AI, MoCAR for actuarial models, AICPA SAS 145 for assurance), and the strategic-level decisions automation leaders face.

Module 2. Container-native automation architecture

Build the container-native automation architecture: workflow orchestration (Temporal.io, Camunda, Conductor, Argo Workflows), event-driven trigger pattern, service-mesh integration, secrets management, observability integration, multi-cluster deployment pattern, and the integration with broader platform engineering. Three container-native patterns at peer insurers.

Module 3. AI orchestration framework

Build the AI orchestration framework: AI agent design for insurance workflows (claims triage, underwriting decisions, customer servicing, complaint handling, anti-fraud, AML), tool-use design (which systems the agent can access), guardrails framework, audit-trail capture, human-in-the-loop pattern, escalation pattern, and the integration with broader AI governance. Three AI orchestration patterns at peer insurers.

Module 4. Compliance overlay

Build the compliance overlay: SOC 1 control inventory for automated workflows, SOX 404 control inventory for actuarial-impacting automation (public companies), OSFI E-23 model risk management for Canadian operations, OSFI E-21 operational risk for Canadian operations, MoCAR application to AI-augmented actuarial models, state DOI requirements (NAIC Model Bulletin on AI, Colorado Reg 10-1-1 for life, NY DFS Letter on AI), AICPA SAS 145 application, and the integration with broader compliance. The overlay that wins the next external audit.

Module 5. Infrastructure economics

Build the infrastructure economics model: per-bot licensing TCO analysis, container-native infrastructure TCO analysis (Kubernetes + orchestration platform + observability), comparison framework, migration ROI model, and the integration with broader IT financial planning. The model that wins CIO + CFO approval for modernisation.

Module 6. Modernisation pathway from legacy RPA

Build the modernisation pathway: bot-inventory and triage framework (retire vs refactor vs replatform vs replace), workflow-decomposition framework, container-native re-implementation pattern, regression-test strategy, parallel-run pattern, decommissioning pattern, and the integration with broader application modernisation. The pathway that survives audit-firm scrutiny during transition.

Module 7. Customer-experience integration

Build the customer-experience integration framework: in-app experience integration, advisor-experience integration, contact-centre experience integration, omnichannel orchestration, and the integration with broader customer experience. The framework that converts automation into customer-NPS lift.

Module 8. Underwriting and claims automation patterns

Build the underwriting and claims automation patterns: AI-augmented underwriting (risk-scoring, evidence collection, decision generation, NIGO reduction), AI-augmented claims (FNOL, triage, decision support, fraud detection, subrogation), with fair-claims-settlement-practice and ECOA and CFPB UDAAP overlay, and the integration with broader product strategy. Three underwriting/claims patterns at peer insurers.

Module 9. Asset-management process automation

Build the asset-management process automation framework: trade-life-cycle automation, NAV-calculation automation, regulatory-reporting automation (Form ADV, PF, N-PORT, N-CEN, EMIR, MiFIR, SFTR), client-reporting automation, and the integration with broader operations. Three asset-management patterns at peer firms.

Module 10. Talent and operating model

Build the talent and operating model: automation-CoE design, citizen-developer programme, business-analyst integration, AI-engineer integration, security-engineer integration, vendor-management for automation platforms, and the integration with broader people strategy.

Module 11. Executive and board engagement

Build the executive and board engagement: CIO + CTO + CDO + COO + CRO + CCO + CAE (Chief Audit Executive) engagement, board-of-directors technology-committee engagement, audit-committee engagement, and the integration with broader executive cadence.

Module 12. Your 10-week build plan

Week-by-week plan with weekly deliverables. Weeks 1-2: life-insurance + asset-management automation landscape + container-native automation architecture. Weeks 3-4: AI orchestration framework + compliance overlay. Weeks 5-6: infrastructure economics + modernisation pathway. Weeks 7-8: customer-experience integration + underwriting and claims automation patterns. Weeks 9-10: asset-management process automation + talent and operating model + executive engagement. Deliverable: containerised RPA and process automation capability.

How this addresses your situation

Specific modules that map to what you said you are dealing with.

Module 1 covers the landscape.

Modules 2 to 4 produce container-native automation architecture, AI orchestration framework, and compliance overlay.

Modules 5 to 6 cover infrastructure economics and modernisation pathway.

Module 7 covers customer experience.

Module 8 covers underwriting and claims patterns.

Module 9 covers asset-management patterns.

Module 10 covers talent and operating model.

Module 11 covers executive engagement.

Module 12 covers the 10-week build plan.

What you get with this course

The 12-module course delivered as text plus downloadable templates.
Templates and worked examples for container-native automation architecture, AI orchestration framework, compliance overlay, infrastructure economics model, modernisation pathway, customer-experience integration framework, underwriting and claims automation patterns, asset-management process automation framework, talent and operating model, executive and board engagement.
A hand-built implementation playbook generated for your specific portfolio.
Three worked examples of containerised RPA and process automation programmes at peer life insurers and asset managers.
Scripted talking points for the CIO and audit-committee engagement.

What you will have in hand by Day 1, Week 1, Month 1

Day 1: Container-native automation architecture scaffold drafted.

Week 4: AI orchestration + compliance overlay designed.

Week 8: Infrastructure economics + modernisation pathway + customer experience operational.

Week 10: Capability in operation.

Before and after

Before

Your automation programme runs hundreds to thousands of bots on legacy infrastructure. Per-bot licensing strains the budget. Compliance overhead grows. AI-orchestration pressure mounts. Senior automation work goes to peers shipping containerised AI orchestration.

After

A containerised RPA and process automation capability is in operation. Container-native automation architecture, AI orchestration framework, compliance overlay, infrastructure economics model, modernisation pathway, customer-experience integration framework, underwriting and claims automation patterns, asset-management process automation framework, talent and operating model, executive and board engagement are all designed.

What happens if you do not address this

Automation leaders without the modern capability miss senior work. Per-bot licensing inflation and compliance overhead make legacy RPA an EBITDA drag.

Who it is for

For automation leaders, RPA centre-of-excellence leads, process automation managers, senior business analysts, and digital transformation leaders at life insurers, asset managers, and insurance-services firms.

Who this is NOT for. Pure individual-contributor RPA developers. Automation leaders at firms with no insurance or asset-management business. Pure operational support roles.

How it arrives

Text-based course via LMS, plus downloadable templates and worked examples and the hand-built implementation playbook.

Time investment. Roughly 18 hours of reading and 100 to 200 hours of automation-leader effort across the 10-week build.

Why $199 is the right number

External life-insurance automation consultants (Big4 insurance practices, McKinsey Insurance, BCG Insurance, Bain Insurance, the firm Insurance, the firm Insurance, the firm Insurance, the firm Insurance, the firm Insurance, the firm Insurance, the firm Insurance, the firm Insurance, the firm Insurance) charge $500K-$3M for automation modernisation programmes. RPA-platform consolidation programmes run $1M-$10M. $199 buys the focused playbook plus the implementation document for your specific portfolio.

FAQ

Will this replace hiring an insurance automation consultant?

Partially. It teaches the modern capability. You may still want specialist input for complex policy-admin integration.

What if my firm is primarily asset-management (not insurance)?

Module 9 covers asset-management-anchored patterns.

Does this cover Power Automate migration specifically?

Module 6 covers Power Automate-anchored migration.

What about citizen-developer programmes specifically?

Module 10 covers citizen-developer in depth.

What is in the implementation playbook for me specifically?

Container-native automation architecture tailored to your specific portfolio; modernisation pathway matched to your specific bot inventory; a 10-week build plan.

30-day money-back guarantee. If after a week of working through the materials this is not what you needed, reply to the receipt email and a full refund is processed. No questions, no forms.

Within 24 hours your account in the learning environment is provisioned and the tailored implementation playbook is delivered alongside it.