A tailored course, built for your situation
Executive Visibility on Marketing Influence Work Under Solvency II
Turn compliance visibility into influence leverage under Solvency II 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.
Marketing input gets absorbed into reports without credit
The situation this course is for
Strategic messaging work flows into Solvency II disclosures, but the originator remains unseen. Influence is real but invisible at leadership levels.
Who this is for
Marketing Influencer in a regulated financial services environment, translating brand strategy into compliant narratives
Who this is not for
External agencies, junior marketers, or teams focused solely on campaign execution without regulatory interface
What you walk away with
- Documented linkage between marketing narratives and Solvency II Article 48 disclosures
- Internal visibility pathways for marketing contributions to technical documentation
- Recognition from compliance and capital teams on narrative integrity
- Repeatable positioning of marketing input in ORSA summaries
- Confidence to represent marketing in cross-functional Solvency II coordination
The 12 modules (with all 144 chapters)
Module 1. Mapping marketing narratives to Solvency II transparency goals
Align campaign language with public disclosure expectations under Article 48 and 49. Identify where marketing shapes risk perception.
12 chapters in this module
- Solvency II transparency pillars
- Marketing’s role in risk reporting
- Narrative consistency across channels
- Regulatory tone vs brand voice
- Disclosure-driven messaging calendar
- Cross-functional input mapping
- Stakeholder awareness milestones
- Brand alignment checklists
- Tone calibration examples
- Public expectations benchmarking
- Narrative audit trail setup
- Evidence capture workflow
Module 2. Linking campaign KPIs to technical provisions reporting
Show how marketing performance data supports technical provisions narratives without overstepping into actuarial domains.
12 chapters in this module
- Technical provisions explained
- Marketing influence thresholds
- KPI transparency mapping
- Consumer response metrics
- Retention rate disclosures
- Marketing-attributed longevity
- Cross-department validation
- Data sourcing clarity
- Narrative reconciliation steps
- Actuarial feedback loops
- Joint sign-off protocols
- Version control for inputs
Module 3. Positioning marketing in the ORSA process
Establish your role in Own Risk and Solvency Assessment outputs where brand risk and consumer trust are assessed.
12 chapters in this module
- ORSA scope overview
- Marketing risk categories
- Consumer trust indicators
- Reputation stress scenarios
- Narrative escalation paths
- Scenario impact language
- Cross-functional input forms
- Leadership briefing templates
- Assumption documentation
- Risk appetite alignment
- Review cycle integration
- Contribution visibility log
Module 4. Building audit-ready marketing documentation
Create files that survive internal audit cycles and demonstrate marketing’s role in compliance narratives.
12 chapters in this module
- Audit lifecycle stages
- Marketing input markers
- Narrative versioning
- Approval trail setup
- Evidence tagging system
- Document retention rules
- Cross-reference indexing
- Lineage mapping tools
- Template standardization
- Review readiness checklist
- Defensible decision logs
- Post-audit follow-up
Module 5. Communicating marketing value in Pillar 3 reports
Shape how your work appears in public disclosures without directly writing technical content.
12 chapters in this module
- Pillar 3 structure
- Marketing-related sections
- Narrative integrity checks
- Brand-risk disclosures
- Consumer engagement metrics
- Tone calibration review
- Cross-functional alignment
- Pre-publication feedback
- Stakeholder sign-off
- Public response tracking
- Disclosure impact summary
- Improvement loop design
Module 6. Creating visibility without overreach
Position marketing influence clearly while respecting actuarial and compliance boundaries.
12 chapters in this module
- Influence vs ownership
- Boundary mapping
- Appropriate input scope
- Respectful escalation paths
- Cross-role language guides
- Collaborative framing
- Credit attribution methods
- Visibility without ownership
- Team recognition protocols
- Shared success narratives
- Boundary-preserving templates
- Escalation decision trees
Module 7. Documenting marketing’s role in capital models
Show how brand perception inputs affect assumptions in economic capital calculations.
12 chapters in this module
- Capital model basics
- Behavioral assumptions
- Consumer confidence inputs
- Retention elasticity
- Market exit risk
- Scenario narrative feeds
- Input documentation
- Assumption traceability
- Model governance rules
- Cross-team review steps
- Feedback integration
- Assumption versioning
Module 8. Developing repeatable cross-functional playbooks
Turn one-off collaborations into documented workflows that amplify marketing’s reach.
12 chapters in this module
- Playbook design principles
- Marketing-compliance handoffs
- Input submission standards
- Review cycle timelines
- Stakeholder checklist
- Feedback integration
- Template library setup
- Version control system
- Onboarding docs
- Process audit trail
- Continuous improvement
- Scaling across regions
Module 9. Securing early input in Solvency II cycles
Get marketing at the table during planning phases, not just review phases.
12 chapters in this module
- Cycle timeline mapping
- Early input triggers
- Stakeholder invitation tracking
- Pre-cycle briefing
- Assumption influence points
- Narrative drafting rules
- Feedback window design
- Cross-functional calendars
- Milestone alignment
- Input deadline tracking
- Visibility milestone logs
- Leadership update prep
Module 10. Building influence through third-party validation
Use audit findings and regulator feedback to strengthen marketing’s credibility.
12 chapters in this module
- Audit finding categories
- Marketing-related outcomes
- Positive feedback capture
- Compliance endorsement
- Improvement recognition
- Cross-department validation
- Reputation linkage
- Public acknowledgement
- Leadership citation
- Internal promotion
- Case example bank
- Validation tracking
Module 11. Developing narrative control libraries
Create reusable, compliant messaging blocks that maintain brand voice under Solvency II demands.
12 chapters in this module
- Control library design
- Approved message blocks
- Tone calibration
- Regulatory alignment
- Version control
- Searchable indexing
- Cross-team access
- Update workflow
- Usage tracking
- Effectiveness metrics
- Feedback integration
- Governance review
Module 12. Sustaining visibility through leadership change
Ensure marketing influence survives team reshuffles and executive transitions.
12 chapters in this module
- Leadership onboarding
- Influence continuity
- Documented practices
- Process ownership
- Knowledge transfer
- Cross-functional memory
- Successor planning
- Institutional memory
- Template resilience
- Review cycle anchoring
- Leadership transition prep
- Visibility preservation
How this maps to your situation
- When preparing for Pillar 3 disclosures
- During ORSA drafting cycles
- After internal audit findings
- Ahead of leadership transitions
Before vs. after
Before
Marketing contributions are absorbed into technical reports with no visibility.
After
Marketing’s role is documented, credited, and seen by leadership in Solvency II outputs.
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 90 minutes per module, designed for integration with real-time Solvency II cycle demands.
If nothing changes
Continuing to deliver high-quality input without recognition risks being overlooked for cross-functional leadership roles and influence expansion.
How this compares to the alternatives
Generic compliance courses focus on auditors or actuaries. This course is tailored specifically to marketing influencers in Solvency II environments , no other resource bridges brand strategy and regulatory transparency this concretely.
Frequently asked
Who is this course for?
Marketing professionals in insurance firms who contribute to Solvency II disclosures and want greater visibility for their work.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Will this help me if I’m not in actuarial or compliance?
Yes. This course is designed specifically for non-compliance roles that shape compliant narratives.
$199 one-time. Approximately 90 minutes per module, designed for integration with real-time Solvency II cycle demands..
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