Skip to main content
Image coming soon

Faster path from NAIC MAR policy intent to completed filing artefact

$199.00
Adding to cart… The item has been added

A tailored course, built for your situation

Faster path from NAIC MAR policy intent to completed filing artefact

Turn regulatory requirements into auditable outputs in half the cycle time

$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.
Regulatory work stuck in draft loops

The situation this course is for

Compliance teams spend too long translating policy language into filing-ready artefacts, leading to delayed submissions and last-minute revisions

Who this is for

Insurance compliance practitioner implementing NAIC MAR requirements

Who this is not for

Executives seeking high-level overviews only, not practitioners building filing packages

What you walk away with

  • Clear mapping from NAIC MAR sections to required documentation
  • Reusable templates for common data calls and disclosures
  • First-time sign-off on regulatory submissions
  • Reduction in revision cycles from 4+ to 1
  • Documented rationale trails for auditor follow-ups

The 12 modules (with all 144 chapters)

Module 1. Define NAIC MAR scope boundaries
Identify which business lines and data elements fall under reporting obligations based on premium thresholds and coverage types.
12 chapters in this module
  1. Determine applicability triggers
  2. Map product categories to NAIC codes
  3. Assess state jurisdiction reach
  4. Classify entity participation level
  5. Document inclusion rationale
  6. Set data cut-off rules
  7. Tag third-party dependencies
  8. Establish reporting thresholds
  9. Validate against prior filings
  10. Flag cross-border considerations
  11. Secure preliminary sign-off
  12. Archive scope decision trail
Module 2. Gather core financial data sets
Extract and verify source data from general ledger, reserves, and premium records aligned to NAIC MAR definitions.
12 chapters in this module
  1. Locate general ledger sources
  2. Filter by NAIC-defined categories
  3. Reconcile premium income totals
  4. Extract loss reserve breakout
  5. Validate unearned premium calc
  6. Pull statutory accounting tags
  7. Align fiscal periods
  8. Flag currency conversions
  9. Confirm data freshness
  10. Assess completeness gaps
  11. Document extraction method
  12. Package for review
Module 3. Structure narrative disclosures
Draft required commentary with precedent-backed phrasing for risk exposure, assumptions, and methodology.
12 chapters in this module
  1. Open with executive summary
  2. Describe risk concentration
  3. Explain reserve methodology
  4. Detail reinsurance reliance
  5. State governance oversight
  6. Cite control environment
  7. Reference internal policies
  8. Embed audit references
  9. Link to internal reviews
  10. Align with prior years
  11. Include material changes
  12. Finalize with signatory
Module 4. Build supporting exhibit framework
Assemble standardized exhibits that respond to data points with traceable calculations and source references.
12 chapters in this module
  1. Set exhibit numbering system
  2. Map to MAR line items
  3. Insert source data callouts
  4. Add calculation logic
  5. Annotate assumptions
  6. Format for readability
  7. Cross-check totals
  8. Attach file version
  9. Index source locations
  10. Enable version diffing
  11. Secure reviewer access
  12. Archive working copy
Module 5. Validate internal control alignment
Confirm processes meet NAIC MAR documentation standards for accuracy, completeness, and review.
12 chapters in this module
  1. Review data sourcing policy
  2. Audit input validation steps
  3. Test aggregation logic
  4. Verify approval workflows
  5. Check version control
  6. Assess access logs
  7. Evaluate change tracking
  8. Confirm backup routines
  9. Document QA findings
  10. List exception cases
  11. Assign remediation owners
  12. Close validation loop
Module 6. Coordinate cross-functional input
Orchestrate contributions from actuarial, finance, legal, and operations with clear handoff points.
12 chapters in this module
  1. Identify contributor roles
  2. Issue data request
  3. Clarify format specs
  4. Set response deadline
  5. Review submitted inputs
  6. Flag inconsistencies
  7. Request revisions
  8. Confirm acceptance
  9. Log decision rationale
  10. Track approval status
  11. Archive contributor notes
  12. Update master version
Module 7. Perform pre-submission quality check
Run structured validation against checklist to eliminate avoidable errors before regulator receipt.
12 chapters in this module
  1. Open completeness checklist
  2. Verify signature block
  3. Confirm file naming
  4. Check page sequencing
  5. Review TOC accuracy
  6. Test hyperlinks
  7. Validate metadata
  8. Assess formatting
  9. Compare prior version
  10. Run spell check
  11. Confirm appendices
  12. Sign off on QC
Module 8. Package final submission
Assemble complete filing set in regulator-expected format with cover letter and transmission log.
12 chapters in this module
  1. Compile final documents
  2. Draft transmittal letter
  3. Generate file manifest
  4. Apply digital signature
  5. Encrypt package
  6. Log submission time
  7. Send to regulator portal
  8. Capture confirmation
  9. Store copy securely
  10. Notify stakeholders
  11. Update calendar
  12. Archive submission trail
Module 9. Document internal filing playbook
Create living guide that preserves decisions, sources, and workflows for next cycle reuse.
12 chapters in this module
  1. Capture process timeline
  2. List key contributors
  3. Save template versions
  4. Record issue resolutions
  5. Store QA checklists
  6. Archive reviewer notes
  7. Update contact list
  8. Preserve email trails
  9. Link source files
  10. Version control system
  11. Set update reminders
  12. Share with team
Module 10. Respond to regulator follow-ups
Answer requests efficiently using annotated documentation trails and decision history.
12 chapters in this module
  1. Assign inquiry owner
  2. Review original rationale
  3. Pull supporting evidence
  4. Draft response
  5. Align with legal
  6. Check tone consistency
  7. Attach exhibit references
  8. Obtain sign-off
  9. Submit via portal
  10. Log response date
  11. Update tracking
  12. Archive confirmation
Module 11. Optimize next cycle timing
Shift work forward by identifying bottlenecks and adjusting workflows ahead of deadline.
12 chapters in this module
  1. Review submission timeline
  2. Map effort distribution
  3. Identify delay causes
  4. Adjust task sequence
  5. Reallocate resources
  6. Improve handoff clarity
  7. Update checklist
  8. Enhance templates
  9. Train new staff
  10. Pilot early start
  11. Track improvement
  12. Apply insights
Module 12. Scale method across states
Replicate success in additional jurisdictions with adaptable framework components.
12 chapters in this module
  1. Assess new state rules
  2. Compare to NAIC MAR
  3. Flag differences
  4. Modify templates
  5. Adjust data calls
  6. Update narrative
  7. Revalidate controls
  8. Retest exhibits
  9. Align stakeholders
  10. Submit trial package
  11. Track feedback
  12. Integrate lessons

How this maps to your situation

  • First-time NAIC MAR filer
  • Repeat filer with revision delays
  • Cross-state expansion planning
  • Internal audit scrutiny

Before vs. after

Before
Drafts linger across weeks with repeated revisions and fragmented inputs
After
Complete, regulator-ready filings produced in half the time with first-pass accuracy

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 completion within 6 weeks with weekly pacing.

If nothing changes
Continuing with ad-hoc processes risks delayed submissions, increased reviewer back-and-forth, and higher internal rework costs.

How this compares to the alternatives

Generic compliance courses cover broad principles without NAIC MAR specificity. This course delivers a turnkey method for filing success, not theory.

Frequently asked

Does this cover state-specific variations?
Yes, module 12 focuses on adapting the core method to different state requirements.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Are templates provided?
Yes, fully editable templates for disclosures, exhibits, checklists, and playbooks are included in every module.
$199 one-time. Approximately 3 hours per module, designed for completion within 6 weeks with weekly pacing..

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
!