A tailored course, built for your situation
Expanded remit over NAIC MAR compliance strategy in current role
Lead the evolution of your compliance footprint without transitioning roles
$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 marketing executive in regulated insurance environment influencing compliance-adjacent outcomes
Who this is not for
Entry-level marketers, non-insurance compliance officers, practitioners focused solely on SOX or GDPR without state insurance mandate exposure
What you walk away with
- Direct ownership of NAIC MAR documentation standards and version control
- Authority to approve data sourcing decisions for compliance reporting packages
- Ability to set cross-functional timelines for MAR-related deliverables
- Recognition as primary decision-maker for marketing data inclusion in MAR filings
- Documented workflow that persists beyond annual reviews
The 12 modules (with all 144 chapters)
Module 1. Understanding NAIC MAR scope and marketing data relevance
Define which marketing activities and customer interactions fall under MAR's data collection mandates using real AIG-aligned examples.
12 chapters in this module
- What NAIC MAR regulates in marketing operations
- Customer consent tracking requirements
- Data retention thresholds for campaign records
- Marketing tech stack audit for MAR exposure
- First-party vs third-party data handling
- Email campaign logging standards
- Lead generation data boundaries
- CRM field mapping for compliance
- Social media engagement capture
- Attribution model documentation
- Opt-out mechanism verification
- Quarterly data inventory process
Module 2. Mapping marketing data flows to MAR reporting lines
Trace data from acquisition through reporting to ensure clean handoffs and audit readiness.
12 chapters in this module
- Identifying reportable marketing metrics
- Data lineage from source to filing
- Integration points with actuarial teams
- Monthly data package specifications
- Version control for reporting templates
- Cross-departmental data validation
- Data stewardship assignment
- Escalation path for discrepancies
- Change request process for data logic
- Metadata tagging standards
- Audit trail preservation
- Data retention calendar alignment
Module 3. Building defensible documentation packages
Create living artefacts that withstand internal and external review without constant rework.
12 chapters in this module
- Executive summary drafting
- Control narrative for marketing data
- Evidence collection workflow
- Version history maintenance
- Reviewer annotation process
- Cross-functional sign-off tracking
- Change log integration
- Data dictionary construction
- Policy exception logging
- Third-party vendor attestation
- Internal audit response prep
- Regulator Q&A preparation
Module 4. Establishing cross-functional decision rights
Clarify ownership boundaries so marketing leads compliance execution without overreach.
12 chapters in this module
- Defining marketing’s scope in MAR
- Handoff protocol to compliance team
- Dispute resolution framework
- Timeline ownership model
- Resource allocation authority
- Vendor selection input rights
- Budget variance reporting
- Stakeholder communication rhythm
- Escalation path definition
- Meeting agenda control
- Decision log maintenance
- Leadership update cadence
Module 5. Designing repeatable compliance workflows
Turn one-time efforts into sustainable processes that compound efficiency.
12 chapters in this module
- Workflow automation opportunities
- Task assignment matrix
- Milestone tracking system
- Status reporting rhythm
- Template library development
- Onboarding new team members
- Knowledge transfer protocol
- Process improvement cycle
- Feedback collection mechanism
- Version update deployment
- Change management checklist
- Annual refresh planning
Module 6. Setting data governance standards for marketing
Own the rules that determine what data is collected, stored, and shared.
12 chapters in this module
- Data classification framework
- Retention period definition
- Access control policy
- Data quality metrics
- Anomaly detection triggers
- Breach response coordination
- Encryption standards
- Third-party data sharing rules
- Audit log requirements
- Metadata completeness rules
- Data lineage documentation
- Quarterly governance review
Module 7. Leading cross-departmental alignment sessions
Run meetings that produce decisions, not just discussion.
12 chapters in this module
- Agenda design for compliance alignment
- Pre-read distribution process
- Decision capture method
- Action item tracking
- Conflict resolution technique
- Stakeholder prioritization
- Timebox enforcement
- Follow-up rhythm
- Escalation threshold
- Consensus-building tactics
- Documentation standards
- Leadership visibility reporting
Module 8. Creating auditable evidence trails
Build proof into every step so reviews are confirmatory, not investigative.
12 chapters in this module
- Evidence collection checklist
- Timestamping protocol
- Role-based access logs
- Change approval trail
- Version comparison method
- Storage location documentation
- Retrieval process description
- Chain of custody rules
- Review cycle documentation
- Exception handling record
- Automated audit path creation
- Third-party verification prep
Module 9. Driving consistency across business units
Scale your approach beyond a single team or region.
12 chapters in this module
- Standardization opportunity identification
- Local variation assessment
- Global template adaptation
- Regional compliance mapping
- Translation protocol for policies
- Local legal counsel coordination
- Central oversight model
- Deviation approval process
- Benchmarking performance
- Knowledge sharing events
- Best practice replication
- Continuous improvement loop
Module 10. Integrating compliance into campaign planning
Bake requirements into marketing workflows from day one.
12 chapters in this module
- Campaign compliance checklist
- Pre-launch review gate
- Data collection plan approval
- Consent mechanism design
- Opt-out testing protocol
- Reporting readiness assessment
- Cross-channel tracking setup
- Attribution model documentation
- Post-campaign audit trail
- Lessons learned capture
- Template update process
- Compliance feedback loop
Module 11. Managing external auditor expectations
Shape the review process proactively, not reactively.
12 chapters in this module
- Auditor briefing package
- Response timeline management
- Evidence delivery protocol
- Interview preparation
- Follow-up question handling
- Deficiency tracking
- Corrective action planning
- Process improvement commitment
- Relationship management
- Transparency balancing
- Escalation to legal
- Final report review
Module 12. Sustaining leadership in compliance evolution
Stay ahead of changes and maintain authority as standards shift.
12 chapters in this module
- Regulatory change monitoring
- Industry working group participation
- Internal stakeholder education
- Training program development
- Compliance roadmap creation
- Budget advocacy
- Technology investment case
- Team capability building
- Succession planning
- Thought leadership development
- External speaker opportunities
- Lessons learned dissemination
How this maps to your situation
- When launching a new digital campaign
- Before annual NAIC MAR filing
- After organizational restructuring
- During external audit preparation
Before vs. after
Before
Responding to compliance requests with fragmented documentation and shared ownership
After
Leading NAIC MAR execution with clear decision rights, standardized workflows, and cross-functional recognition
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 to fit around executive schedules.
If nothing changes
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How this compares to the alternatives
Unlike generic compliance training, this course is tailored to marketing leaders in insurance who must own NAIC MAR execution without formal risk titles. It focuses on practical authority, not theoretical frameworks.
Frequently asked
Who is this course designed for?
Vice Presidents and senior marketing executives in insurance organizations who influence or own NAIC MAR compliance execution within their current role.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Will this help me transition to a risk management role?
No. This course is designed to expand your authority and scope within your current marketing leadership role, not prepare you for a new job title.
$199 one-time. Approximately 3 hours per module, designed to fit around executive schedules..
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