A tailored course, built for your situation
Expanded Scope on Solvency II Deliverables Within Current Role
Step into greater authority over actuarial reporting and risk governance without changing titles
$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
Mid-career insurance professional influencing risk or compliance outcomes without formal authority over final sign-off
Who this is not for
Candidates seeking promotion to CRO or actuarial roles, or those focused solely on marketing without regulatory interface
What you walk away with
- Ownership of Solvency II narrative drafts ahead of actuarial review
- Coordination authority across actuarial, compliance, and external reporting teams
- Early-stage input on technical provisions commentary
- Structured escalation path for data discrepancies in QRTs
- Version control leadership on annual Solvency and Financial Condition Report sections
The 12 modules (with all 144 chapters)
Module 1. Solvency II Narrative Ownership
Establish your role in shaping the Management Commentary section of the SFCR with traceable inputs and stakeholder alignment protocols.
12 chapters in this module
- Claiming drafting rights on non-actuarial commentary
- Stakeholder map for non-financial inputs
- Template: Pre-submission feedback log
- How to initiate version control
- Positioning your input as essential
- Aligning marketing and compliance language
- Documenting governance of commentary changes
- Using Q&A logs to build influence
- Pre-empting duplication with actuarial teams
- Building a revision trail
- Securing early draft access
- Negotiating edit windows ahead of consolidation
Module 2. Cross-Functional Coordination Leverage
Lead coordination across silos without authority by establishing recurring input cycles and clear escalation paths.
12 chapters in this module
- Creating input calendars for departments
- Standardizing format expectations
- Template: Input submission checklist
- Automating follow-ups without overreach
- Documenting non-responses as risk
- Building dependency maps
- Facilitating pre-review syncs
- Positioning yourself as integrator
- Avoiding duplication traps
- Ownership markers in shared drives
- Version naming conventions
- Gaining recognition for synthesis
Module 3. Technical Provisions Commentary Access
Earn standing access to draft commentary around TP and risk margin analysis through structured feedback loops.
12 chapters in this module
- Where commentary lives in the workflow
- Template: Annotated draft request
- Building credibility through precision
- Feedback on clarity not calculation
- Aligning language with external audiences
- Using visuals to complement narrative
- Flagging inconsistencies early
- Positioning edits as risk reduction
- Securing early access via liaison role
- Documenting change rationale
- Escalating gaps without overstepping
- Building trust with actuaries
Module 4. QRT Data Discrepancy Pathways
Establish a documented protocol for identifying, logging, and escalating data issues in quantitative reporting templates.
12 chapters in this module
- First point of data sanity checks
- Template: Discrepancy intake form
- Routing logic for triage
- Documenting source system variances
- Flagging timing mismatches
- Linking data issues to narrative risk
- Creating a resolution log
- Communicating exposure without alarm
- Positioning vigilance as value
- Gaining recognition for early catch
- Aligning with data governance teams
- Closing loops after reconciliation
Module 5. Pre-Submission Review Leadership
Orchestrate internal pre-submission reviews to consolidate feedback, reduce rework, and position yourself as a central node.
12 chapters in this module
- Calling the pre-submission huddle
- Template: Consolidated feedback tracker
- Setting agenda for cross-team sync
- Managing input fatigue
- Prioritizing material vs. cosmetic
- Driving closure on open items
- Documenting resolution paths
- Positioning review as value add
- Avoiding bottleneck perception
- Scaling input without delay
- Timing the final call
- Handing off with confidence
Module 6. D&A Memo Influence
Shape the Draft and Approve memo process by contributing traceable inputs and version tracking.
12 chapters in this module
- Understanding D&A workflow stages
- Template: Input register for D&A
- Securing contributor status
- Version tracking standards
- Building audit trail of contributions
- Positioning edits as compliance enhancers
- Aligning with internal control goals
- Avoiding scope creep
- Gaining visibility pre-signature
- Documenting rationale for changes
- Creating feedback loops with approvers
- Closing contribution cycle
Module 7. Stakeholder Visibility Expansion
Broaden your influence by becoming the go-to source for Solvency II narrative consistency across departments.
12 chapters in this module
- Mapping stakeholders by influence
- Template: Visibility tracker
- Creating distribution lists with purpose
- Following up without friction
- Positioning updates as value
- Documenting reach and response
- Building credibility through reliability
- Sharing synopses not spreadsheets
- Avoiding information overload
- Scaling communication efficiently
- Tracking engagement patterns
- Turning attention into authority
Module 8. Regulatory Language Alignment
Ensure internal and external messaging aligns with EIOPA expectations and avoids misinterpretation.
12 chapters in this module
- Mapping regulation to narrative
- Template: Compliance language bank
- Flagging problematic phrasing
- Aligning marketing with supervision tone
- Avoiding unintended implications
- Using precedent responses
- Positioning clarity as protection
- Documenting alignment rationale
- Gaining approval for standard wording
- Scaling language consistency
- Updating playbooks post-feedback
- Training others on approved phrasing
Module 9. External Reporting Interface
Strengthen your role in external-facing outputs by owning narrative coherence and presentation standards.
12 chapters in this module
- Understanding external audience needs
- Template: Narrative quality checklist
- Ensuring consistency across reports
- Positioning clarity as compliance
- Avoiding over-interpretation risks
- Documenting rationale for disclosures
- Building trust with external teams
- Gaining approval for non-financial content
- Scaling quality checks
- Closing feedback loops
- Improving turnaround time
- Measuring impact of clarity
Module 10. Feedback Integration Systems
Create a repeatable system for capturing, processing, and closing the loop on stakeholder feedback.
12 chapters in this module
- Setting up feedback intake
- Template: Feedback categorization matrix
- Prioritizing input by impact
- Documenting resolution logic
- Avoiding rework cycles
- Scaling response capacity
- Positioning responsiveness as strength
- Building trust through follow-through
- Closing loops visibly
- Measuring integration speed
- Improving input quality over time
- Reducing duplication
Module 11. Ownership Without Authority
Lead outcomes without formal power by establishing processes, documentation, and stakeholder trust.
12 chapters in this module
- Mapping influence levers
- Template: Authority gap analysis
- Positioning initiatives as team wins
- Documenting contributions systematically
- Avoiding overreach perception
- Building coalitions quietly
- Scaling through process
- Gaining recognition through results
- Measuring expanded scope
- Closing feedback loops
- Maintaining humility in growth
- Sustaining momentum
Module 12. Sustainable Scope Expansion
Institutionalize your expanded role through playbooks, templates, and leadership recognition.
12 chapters in this module
- Documenting new workflows
- Template: Playbook handover
- Securing leadership acknowledgment
- Positioning sustainability as value
- Avoiding burnout in growth
- Scaling through delegation
- Measuring long-term impact
- Building succession paths
- Closing contribution loops
- Updating for regulatory changes
- Gaining formal recognition
- Setting next horizon goals
How this maps to your situation
- When drafting SFCR commentary
- When coordinating cross-functional inputs
- When reviewing technical provisions narratives
- When resolving QRT data discrepancies
Before vs. after
Before
Inputs into Solvency II reporting are ad hoc, reactive, and often overlooked in final versions.
After
You lead specific sections of the Solvency II narrative, coordinate inputs systematically, and are recognized as a central node in the process.
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: 30-45 minutes per module, designed to be completed within 12 weeks with weekly application.
How this compares to the alternatives
Unlike generic compliance courses, this program focuses on tangible, role-specific expansion paths within Solvency II governance, without requiring a title change or additional certification.
Frequently asked
Who is this course for?
Insurance professionals in liaison, coordination, or support roles who want to expand their influence over Solvency II reporting without switching to actuarial or compliance titles.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Will this help me get promoted?
This course is not about promotion, it’s about expanding your mandate and ownership within your current role, which often becomes the foundation for advancement.
$199 one-time. 30-45 minutes per module, designed to be completed within 12 weeks with weekly 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