A tailored course, built for your situation
Direct Influence Over ORSA Outcomes in Current Role
Strengthen control, consistency, and credibility in AIG’s risk assessment process through structured practice and documented judgment
$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.
Who this is for
Senior Account Handler in insurance or reinsurance firm, embedded in risk review cycles and ORSA-related account decisions, operating at IC level with influence opportunity
Who this is not for
Entry-level processors, external auditors, or consultants outside of AIG’s internal risk workflow
What you walk away with
- Owned positioning in ORSA documentation cycles without escalation
- Documented judgment patterns that stand up to audit scrutiny
- Consistent influence across multi-line account reviews
- Reduced dependency on senior actuarial sign-off for standard risk determinations
- Credible, repeatable rationale for deviating from baseline risk scoring
The 12 modules (with all 144 chapters)
Module 1. ORSA Framework Fundamentals
Build a working mental model of ORSA’s purpose, scope, and integration within AIG’s risk governance structure.
12 chapters in this module
- What ORSA is designed to achieve
- Difference between ERM and ORSA
- Internal vs external reporting expectations
- Key roles in the ORSA cycle
- How account handlers fit into the flow
- Common misconceptions about scope
- ORSA timing and calendar alignment
- Regulatory expectations from NAIC
- Linking account decisions to risk appetite
- Documenting assumptions clearly
- Inputs from underwriting teams
- Outputs used by capital planning
Module 2. Risk Appetite Translation
Turn high-level risk appetite statements into actionable filters for account-level decisions.
12 chapters in this module
- Reading the risk appetite statement
- Mapping appetite to account criteria
- Identifying thresholds vs tolerances
- When to escalate vs interpret
- Building decision rules from policy
- Documenting judgment calls
- Using precedent files wisely
- Aligning with actuarial assumptions
- Handling conflicting signals
- Updating stance as market shifts
- Communicating rationale simply
- Avoiding over-conservatism
Module 3. File Structuring for Audit Readiness
Design account files to pre-empt auditor questions and support clean ORSA integration.
12 chapters in this module
- Audit expectations on file completeness
- Standard sections every file needs
- How auditors trace decisions
- Including rationale without overwriting
- Referencing policy without copy-paste
- Handling revisions transparently
- Timing stamps and version control
- Proving consistency across files
- Using templates without losing nuance
- Highlighting material deviations
- Cross-referencing with risk register
- Preparing for spot checks
Module 4. Documented Judgment Patterns
Develop repeatable, defensible reasoning frameworks for recurring risk assessment scenarios.
12 chapters in this module
- Why judgment needs structure
- Building a library of examples
- Categorizing common risk patterns
- Defining decision triggers
- Linking exposure to appetite
- Handling outlier accounts
- Using analogs from past files
- Avoiding cognitive biases
- Peer review without delay
- Capturing tacit knowledge
- Updating patterns over time
- Sharing without overexposure
Module 5. Stakeholder Alignment Mechanics
Navigate internal expectations from actuarial, underwriting, and compliance with precision.
12 chapters in this module
- Understanding each team’s priorities
- Actuarial view of risk tolerance
- Underwriting flexibility limits
- Compliance’s audit lens
- Timing misalignments and fixes
- Escalation thresholds defined
- Building trust through consistency
- Communicating trade-offs clearly
- Handling urgent requests
- Managing rework gracefully
- Maintaining independence
- Owning your lane
Module 6. Influence Without Authority
Extend impact across risk decisions without formal leadership title.
12 chapters in this module
- Leading through documentation
- Setting precedent with care
- Being the go-to for clarity
- Shaping templates others use
- Mentoring junior staff subtly
- Proposing process tweaks
- Highlighting trends early
- Building credibility over time
- Owning interpretation consistently
- Reducing re-escalation
- Creating reusable artifacts
- Becoming the reference
Module 7. Scenario Testing Integration
Apply stress test logic to account-level decisions for stronger ORSA alignment.
12 chapters in this module
- Understanding AIG’s scenario assumptions
- Mapping scenarios to account features
- Testing renewal assumptions
- Identifying concentration risks
- Using economic indicators wisely
- Updating projections dynamically
- Documenting stress adjustments
- Flagging emerging exposures
- Linking to capital impact
- Avoiding overreaction
- Communicating downside clearly
- Aligning with reserving
Module 8. Risk Scoring Calibration
Ensure your risk scores reflect true exposure while remaining defensible and consistent.
12 chapters in this module
- Purpose of risk scoring
- Inputs that matter most
- Weighting qualitative vs quantitative
- Avoiding score drift
- Peer benchmarking techniques
- Handling ambiguous categories
- Updating scores over time
- Explaining score changes
- Linking to pricing decisions
- Auditor questions to anticipate
- Reducing subjectivity perception
- Maintaining fairness
Module 9. Cross-Line Consistency
Apply uniform judgment across property, casualty, and specialty lines without losing nuance.
12 chapters in this module
- Identifying common risk factors
- Balancing line-specific needs
- Creating shared definitions
- Handling hybrid risks
- Documenting cross-line patterns
- Reducing arbitrage opportunities
- Aligning with enterprise views
- Managing exceptions cleanly
- Using precedent wisely
- Training others on standards
- Auditing for drift
- Improving over time
Module 10. ORSA Output Contribution
Strengthen final ORSA reports by contributing higher-quality inputs from account-level work.
12 chapters in this module
- Understanding final ORSA content
- How your inputs are used
- Adding context without clutter
- Highlighting emerging risks
- Summarizing trends effectively
- Avoiding information overload
- Using clear, concise language
- Aligning with actuarial summaries
- Providing backward traceability
- Updating inputs efficiently
- Responding to requests quickly
- Owning your section
Module 11. Defensible Deviation Practice
Justify exceptions to standard risk treatment with clarity and structure.
12 chapters in this module
- When deviation is appropriate
- Documenting business justification
- Assessing impact on risk appetite
- Getting informal alignment
- Tracking deviations centrally
- Avoiding precedent creep
- Revisiting past exceptions
- Using deviation data wisely
- Communicating changes clearly
- Auditor questions to expect
- Reducing future exceptions
- Learning from patterns
Module 12. Sustainable Work Patterns
Build a repeatable, scalable approach to ORSA-aligned account handling over time.
12 chapters in this module
- Avoiding decision fatigue
- Creating reusable templates
- Building personal checklists
- Time-blocking for consistency
- Managing workload spikes
- Delegating without risk
- Staying current efficiently
- Updating knowledge quarterly
- Tracking personal progress
- Measuring impact over time
- Sharing lessons subtly
- Owning evolution
How this maps to your situation
- Preparing for quarterly ORSA input cycle
- Handling a complex multi-line renewal
- Responding to auditor questions
- Proposing a deviation from standard risk score
Before vs. after
Before
Account decisions made in isolation, with inconsistent documentation and reliance on escalation for judgment calls.
After
Confident, documented decisions that align with ORSA expectations and reduce rework, positioning the handler as a trusted interpreter of risk policy.
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, designed for integration into regular workflow with immediate application.
How this compares to the alternatives
Unlike generic ERM courses, this program is tailored to the Account Handler’s daily ORSA-aligned decisions, focusing on influence, documentation, and consistency within existing role scope.
Frequently asked
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Will this help me get promoted?
The course focuses on expanding your mandate in your current role by strengthening influence, documentation, and consistency in ORSA-related decisions.
Is this relevant if I’m not in actuarial?
Yes , it’s designed specifically for Account Handlers who shape risk outcomes through documentation, judgment, and file structure, even without a formal risk title.
$199 one-time. Approximately 3 hours per module, designed for integration into regular workflow with immediate application..
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