A tailored course, built for your situation
Deeper command of the ORSA framework for RPA integration and compliance assurance
Master the ORSA framework with precision, connecting automated controls directly to actuarial and risk governance requirements.
$199 one-time
24-hour access provisioning
30-day money-back guarantee
Hand-built implementation playbook
12 modules. 12 chapters per module. 144 chapters total.
12 modules, each with 12 chapters (144 chapters total), text-based, plus downloadable templates and a hand-built implementation playbook delivered alongside course access.
Automated processes are moving faster than risk validation frameworks can keep up.
The situation this course is for
RPA implementations often outpace formal risk documentation, creating gaps in audit readiness and actuarial alignment. Without deep ORSA fluency, automation teams risk rework, delayed sign-offs, or misalignment with capital modeling.
Who this is for
Mid-career RPA and automation specialists in highly regulated insurance environments who need to align robotic process design with ORSA and actuarial governance.
Who this is not for
Executives looking for high-level risk dashboards or consultants seeking client frameworks. This is for practitioners who build, document, and defend automated processes within ORSA contexts.
What you walk away with
- Map RPA process changes directly to ORSA risk category adjustments
- Document compliance linkages between automation logs and ORSA reporting artefacts
- Anticipate NAIC review questions on automated control integrity within ORSA submissions
- Present automation impact assessments using ORSA-aligned language and structure
- Lead internal reviews on how robotic controls reduce or redistribute enterprise risk
The 12 modules (with all 144 chapters)
Module 1. ORSA fundamentals in insurance risk governance
Establish a working foundation of ORSA's role in modern actuarial oversight and capital adequacy decisions.
12 chapters in this module
- What ORSA stands for
- ORSA vs. ERM frameworks
- NAIC filing expectations
- Actuarial certification roles
- Risk category definitions
- Internal model validation
- Materiality thresholds
- Frequency of submissions
- Documentation standards
- Board summary requirements
- Regulatory lookahead signals
- Common misconceptions
Module 2. RPA and risk exposure interplay
Understand how automated processes alter risk profiles and create new reporting needs within ORSA.
12 chapters in this module
- RPA as risk mitigator
- Automation-induced dependencies
- Control failure modes
- Single point of failure risks
- Error propagation chains
- Audit trail completeness
- Change management risks
- Version control exposure
- Integration failure risks
- Data integrity checks
- Exception handling gaps
- Recovery process risks
Module 3. Mapping robotic processes to risk categories
Link specific RPA workflows to ORSA-defined risk domains like operational, credit, or model risk.
12 chapters in this module
- Operational risk linkage
- Credit exposure shifts
- Market risk side effects
- Liquidity risk triggers
- Insurance risk adjustments
- Strategic risk implications
- Reputational risk vectors
- Compliance risk updates
- Model risk dependencies
- Economic capital impacts
- Scenario testing relevance
- Sensitivity to external factors
Module 4. Documenting automation in ORSA filings
Learn how to describe robotic process contributions within official risk assessment narratives.
12 chapters in this module
- Where automation appears in ORSA
- Describing control improvements
- Quantifying error reduction
- Linking to risk appetite
- Reporting frequency impacts
- Version control disclosures
- Third-party tool reliance
- Resource dependency statements
- Failure mode transparency
- Mitigation planning language
- Assumption validation notes
- Peer review acknowledgements
Module 5. ORSA review cycles and RPA timing alignment
Align robotic deployment schedules with ORSA filing and validation timelines.
12 chapters in this module
- Annual ORSA cycle phases
- Pre-filing internal reviews
- Actuarial sign-off windows
- Change freeze periods
- Post-deployment validation
- Interim update protocols
- Risk committee calendars
- Audit coordination windows
- Documentation cutoff dates
- Stakeholder input deadlines
- Regulatory submission windows
- Remediation follow-up cycles
Module 6. Automated controls within internal models
Position robotic checks as integral to actuarial model integrity and assumptions validation.
12 chapters in this module
- Model input validation
- Parameter update automation
- Bound checking scripts
- Threshold alerting
- Data reconciliation bots
- Model calibration support
- Assumption testing automation
- Sensitivity analysis triggers
- Scenario setup automation
- Output consistency checks
- Anomaly detection rules
- Model drift monitoring
Module 7. RPA audit trails for ORSA evidence
Generate and structure robotic logs to serve as formal evidence in risk assessments.
12 chapters in this module
- Log completeness standards
- Timestamp traceability
- User action attribution
- System state capture
- Exception logging norms
- Error recovery records
- Version deployment logs
- Access control tracking
- Change request linkage
- Approval trail integration
- External system callbacks
- End-to-end execution proof
Module 8. Liaising with actuarial and risk teams
Communicate automation design and outcomes in terms that support ORSA narratives.
12 chapters in this module
- Speaking actuarial language
- Translating bot actions
- Risk reduction claims
- Control strength metrics
- Failure rate disclosures
- Redundancy planning
- Escalation path clarity
- Documentation handoff
- Cross-team alignment
- Joint validation sessions
- Peer review participation
- Glossary consistency
Module 9. ORSA scenario testing with automation
Use robotic processes to simulate and respond to risk scenarios in formal testing.
12 chapters in this module
- Scenario trigger automation
- Response script execution
- Data injection methods
- Contingency process activation
- Stress test data setup
- Recovery time measurement
- Resource allocation simulation
- System bottleneck identification
- Manual override testing
- Failover procedure checks
- Parallel run validation
- Post-test reporting
Module 10. Continuous monitoring integration
Embed robotic checks into ongoing risk oversight aligned with ORSA expectations.
12 chapters in this module
- Daily control validation
- Anomaly detection routines
- Metric threshold alerts
- Drift detection scripts
- Compliance exception bots
- Regulatory change triggers
- Policy update flags
- License expiry monitoring
- Contract renewal alerts
- Third-party risk scanning
- Vendor dependency checks
- Supply chain disruption bots
Module 11. Change management within ORSA boundaries
Update automated processes without violating formal risk documentation commitments.
12 chapters in this module
- Impact assessment criteria
- Risk re-evaluation triggers
- Stakeholder notification
- Documentation updates
- Sign-off workflows
- Temporary control measures
- Rollback readiness
- Change freeze adherence
- Version comparison
- Peer validation
- Audit readiness check
- Post-implementation review
Module 12. Building ORSA-ready automation playbooks
Assemble repeatable documentation and design patterns for future RPA initiatives.
12 chapters in this module
- Standard control templates
- Risk linkage matrices
- Audit trail blueprints
- Version control norms
- Change request workflows
- Stakeholder communication
- Assumption documentation
- Error handling standards
- Recovery playbooks
- Review cycle alignment
- Filing evidence packages
- Cross-team onboarding
How this maps to your situation
- When starting a new RPA project in a regulated environment
- During ORSA documentation season
- Before internal risk committee reviews
- After automation failures or audit findings
Before vs. after
Before
RPA changes are implemented without direct linkage to formal risk reporting frameworks.
After
Every robotic process is documented and positioned as a validated component of enterprise risk reduction.
What's included with your purchase
- 12 modules with 12 chapters each (144 chapters)
- Downloadable templates and worked examples for every module
- Hand-built implementation playbook delivered alongside course access
- 30-day money-back guarantee
Delivery and format
- Course and learning environment access provisioned within 24 hours of purchase
- Hand-built implementation playbook delivered alongside course access
Format: Text-based modules and chapters in the Art of Service learning environment, plus downloadable templates and worked examples for every chapter, plus the hand-built implementation playbook delivered alongside course access.
Time investment: Approximately 3 hours per module, with self-paced access and bookmarking support.
If nothing changes
Without ORSA fluency, automation work remains operationally efficient but strategically invisible, missing the opportunity to be recognized as a core contributor to capital adequacy and risk certification.
How this compares to the alternatives
Unlike generic compliance training, this course focuses exclusively on ORSA and its intersection with robotic process automation in insurance environments, giving practitioners concrete tools to link their work directly to actuarial and regulatory outcomes.
Frequently asked
Who is this course designed for?
RPA and automation specialists working in insurance or financial services who need to align their work with ORSA and actuarial governance.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Does this cover Solvency II or NAIC MAR?
The primary focus is ORSA as defined by NAIC. While concepts overlap, the course is tailored specifically to ORSA integration in U.S. insurance contexts.
$199 one-time. Approximately 3 hours per module, with self-paced access and bookmarking support..
Within 24 hours your account in the learning environment is provisioned and the tailored implementation playbook is delivered alongside it.
30-day money-back guarantee·
144 chapters·
Hand-built playbook included·
Account access within 24 hours