A tailored course, built for your situation
Direct sign-off authority on NAIC MAR compliance assertions
A 12-module mastery path for senior claims adjusters shaping regulatory outcomes
$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.
Having to escalate NAIC MAR judgments despite having frontline insight
The situation this course is for
Skilled adjusters are still routed through multiple layers to validate compliance, even when they’re best positioned to decide
Who this is for
Senior Financial Lines Claims Adjuster at a global carrier, handling complex exposures and regulatory touchpoints
Who this is not for
Entry-level claims staff, non-specialist auditors, or professionals outside financial lines or regulatory compliance
What you walk away with
- Final authority to approve NAIC MAR control evidence packages
- Ability to independently assess control maturity across all 10 NAIC MAR principles
- Ownership of documentation scope and sufficiency for state regulator submissions
- Recognition as lead validator across multi-state filings
- Confidence to close assessment loops without senior review
The 12 modules (with all 144 chapters)
Module 1. NAIC MAR overview and claims adjuster relevance
Understand how the NAIC MAR framework intersects with major loss claims workflows and where adjusters have formal influence.
12 chapters in this module
- Origins of NAIC MAR
- Claims role in control validation
- Regulatory expectations by line
- Adjuster input in documentation
- Link to solvency reporting
- State regulator review cycles
- Evidence standards for claims
- Adjuster-authored attestations
- Internal audit expectations
- Documentation timelines
- Cross-department coordination
- Risk escalation thresholds
Module 2. Principle 1 control design and claims input
Map claims data and decisions to Principle 1 requirements for effective control environments.
12 chapters in this module
- Control environment definition
- Claims leadership signal
- Adjuster judgment as control
- Documentation of rationale
- Consistency across files
- Senior review triggers
- Peer challenge process
- Control exception handling
- Adjuster sign-off examples
- Workflow integration
- Audit trail depth
- Internal control updates
Module 3. Principle 2 risk assessment and loss triage
Apply claims insights to risk identification and prioritization under NAIC MAR.
12 chapters in this module
- Risk identification sources
- Loss complexity scoring
- Emerging risk indicators
- Adjuster risk input
- Scenario weightings
- Risk register updates
- Escalation criteria
- Cross-functional input
- Risk treatment tracking
- Regulatory relevance
- Risk communication
- Quarterly review process
Module 4. Principle 3 control activities in claims handling
Analyze how specific claims processes satisfy NAIC MAR control requirements.
12 chapters in this module
- Control activity definition
- Claims workflow checkpoints
- System-based validations
- Manual override tracking
- Approvals and delegation
- Loss reserving controls
- Vendor payment controls
- File review protocols
- Documentation standards
- Exception reporting
- Control testing methods
- Adjuster-led testing
Module 5. Principle 4 information and claims data flow
Ensure regulatory reporting leverages accurate, timely claims information.
12 chapters in this module
- Data quality standards
- Claims system inputs
- Reserve accuracy checks
- Data lineage tracking
- Adjuster data review
- Reporting reconciliation
- System-to-system validation
- Manual data entry controls
- Data retention compliance
- Adjuster data ownership
- Reporting exception logs
- Regulator-facing exports
Module 6. Principle 5 monitoring activities and claims oversight
Implement ongoing review practices that satisfy NAIC MAR monitoring expectations.
12 chapters in this module
- Monitoring definition
- Claims file audits
- Sampling methodology
- Findings logging
- Remediation tracking
- Trend analysis
- Adjuster self-review
- Peer review cycles
- Leadership reporting
- Internal audit interface
- Regulator follow-up
- Continuous improvement
Module 7. Principles 6-10 and cross-functional linkages
Extend claims authority into enterprise risk, strategic planning, and board-level coordination points.
12 chapters in this module
- ERM integration
- Risk appetite framework
- Strategy linkage
- Capital planning input
- Governance documentation
- Adjuster role in ERM
- Cross-functional meetings
- Risk committee updates
- Scenario planning
- Stress test input
- Regulatory alignment
- Enterprise reporting
Module 8. Evidence packaging for internal audit
Build robust, claims-focused packages that satisfy internal audit review.
12 chapters in this module
- Audit evidence standards
- File selection criteria
- Loss rationale documentation
- Reserve methodology
- Expert consultation logs
- Litigation exposure notes
- Settlement authority logs
- Reinsurance interface
- Policy condition analysis
- Jurisdictional variations
- Adjuster narrative templates
- Peer sign-off examples
Module 9. State regulator submission prep
Prepare and defend NAIC MAR submissions that reflect claims realities.
12 chapters in this module
- Submission deadlines
- State-specific rules
- Claims data extracts
- Control narrative drafting
- Adjuster attestations
- Reserve support
- Litigation exposure summaries
- High-risk case summaries
- Peer review records
- Training documentation
- Adjuster capacity logs
- Regulator Q&A prep
Module 10. Cross-state coordination and consistency
Maintain compliance across jurisdictions with varying enforcement focus.
12 chapters in this module
- Multi-state filing rules
- Consistency standards
- Adjuster jurisdiction logs
- Local counsel coordination
- Case law tracking
- Regulator communication
- State-specific nuances
- Centralized documentation
- Adjuster mobility
- Training consistency
- Audit variance tracking
- Feedback integration
Module 11. Adjuster-led control maturity assessment
Confidently rate control effectiveness across all NAIC MAR principles.
12 chapters in this module
- Maturity rating scale
- Evidence thresholds
- Adjuster judgment weighting
- Peer challenge process
- Escalation criteria
- Rating documentation
- Internal audit alignment
- Regulator expectations
- Trend analysis
- Rating consistency
- Adjuster autonomy
- Leadership reporting
Module 12. Owning the NAIC MAR validation lifecycle
Lead the full cycle from initial assessment to final submission approval.
12 chapters in this module
- Lifecycle phases
- Initial assessment
- Evidence collection
- Peer review
- Adjuster sign-off
- Internal audit handoff
- Regulator submission
- Follow-up response
- Corrective action tracking
- Next cycle prep
- Adjuster authority logs
- Leadership recognition
How this maps to your situation
- When preparing for internal audit
- During multi-state filing cycles
- After major loss events
- Before regulator submissions
Before vs. after
Before
Reliant on senior review to validate NAIC MAR assertions, even when evidence is complete
After
Authorized to close validation loops and sign off on compliance packages independently
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 4.5 hours per module, designed for integration into weekly workflow over 12 weeks.
If nothing changes
Continued reliance on escalation slows response times and underutilizes frontline expertise in regulatory compliance.
How this compares to the alternatives
Unlike generic compliance courses, this program is built specifically for senior financial lines adjusters, with claims-centric examples and NAIC MAR decision authority as the core outcome.
Frequently asked
Who is this course for?
Senior claims adjusters handling complex financial lines exposures who are positioned to take ownership of NAIC MAR compliance validation.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Does this course cover Solvency II or SOX?
No, it focuses exclusively on NAIC MAR, the primary regulatory framework for U.S. insurance compliance.
$199 one-time. Approximately 4.5 hours per module, designed for integration into weekly workflow over 12 weeks..
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