A tailored course, built for your situation
Higher Quality ORSA Submissions with First-Time Accuracy
Produce auditable, regulator-ready ORSA outputs that require no rework
$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 risk and compliance practitioners in insurance who own or contribute to ORSA reporting and separation planning, with a focus on actuarial accuracy and executive credibility.
Who this is not for
Entry-level analysts, auditors without modeling responsibilities, or professionals outside insurance risk governance.
What you walk away with
- Produce ORSA summaries with first-time accuracy, reducing revision requests
- Structure risk narratives that are clear, evidence-backed, and regulator-ready
- Apply validation checkpoints to models before submission
- Use standardized templates that ensure completeness and consistency
- Build confidence in leadership reviews with polished, defensible outputs
The 12 modules (with all 144 chapters)
Module 1. ORSA Submission Lifecycle Overview
Map the end-to-end flow of ORSA reporting with emphasis on quality gates and handoff points across teams.
12 chapters in this module
- Submission timeline
- Stakeholder inputs
- Risk committee roles
- Model scope definition
- Data provenance tracking
- Assumption logging
- Narrative alignment
- Executive summary prep
- Peer review checklist
- Version control norms
- Regulator expectations
- Final sign-off protocol
Module 2. Validating Internal Models
Apply repeatable checks to ensure models meet actuarial soundness and documentation standards.
12 chapters in this module
- Model boundary checks
- Input stability tests
- Sensitivity analysis setup
- Backtesting readiness
- Calibration frequency
- Scenario logic review
- Parameter justification
- Model drift detection
- Change impact logging
- Version-to-version comparison
- Peer validation steps
- External benchmark alignment
Module 3. Documenting Assumptions
Log and justify key assumptions with source-backed reasoning to withstand cross-functional review.
12 chapters in this module
- Assumption taxonomy
- Source citation format
- Temporal validity tagging
- Sensitivity labeling
- Expert consultation log
- Market data anchoring
- Trend justification
- Alternative assumption tracking
- Challenge response prep
- Document cross-references
- Version history linkage
- Approval trail setup
Module 4. Writing the Risk Narrative
Structure clear, concise, and credible summaries that translate technical findings for leadership.
12 chapters in this module
- Executive summary framing
- Risk theme prioritization
- Layperson translation
- Confidence level signaling
- Uncertainty disclosure
- Scenario implication wording
- Tone consistency checks
- Stakeholder anticipation
- Headline risk phrasing
- Mitigation clarity
- Regulatory alignment cues
- Narrative flow testing
Module 5. Evidence Package Assembly
Compile supporting materials that validate model outputs and assumptions without clutter.
12 chapters in this module
- Evidence hierarchy design
- Data lineage tagging
- Source reliability scoring
- Model output snapshots
- Peer review excerpts
- External data citations
- Assumption audit trail
- Version control proof
- Tooling documentation
- Third-party input logs
- Exception justification
- Completeness checklist
Module 6. Peer Review Readiness
Prepare submissions to pass internal validation with minimal revision requests.
12 chapters in this module
- Review cycle timing
- Common critique anticipation
- Response playbook setup
- Revision tracking norm
- Ownership clarification
- Cross-team alignment
- Feedback logging
- Clarity improvement steps
- Gap identification
- Supporting material prep
- Follow-up protocol
- Resolution confirmation
Module 7. Regulator-Ready Formatting
Format outputs to align with NAIC and international expectations without over-documenting.
12 chapters in this module
- Section numbering standard
- Glossary inclusion
- Footnote protocol
- Appendix organization
- Redaction readiness
- File naming convention
- Submission package checklist
- Compliance mapping
- Cross-jurisdiction alignment
- Language neutrality
- Version labeling
- Delivery method prep
Module 8. Cross-Functional Alignment
Coordinate inputs from actuarial, finance, and risk teams to avoid siloed outputs.
12 chapters in this module
- Stakeholder mapping
- Input deadline setting
- Data format standardization
- Change notification protocol
- Conflict escalation path
- Meeting rhythm design
- Decision logging
- Consensus tracking
- Version control coordination
- Discrepancy resolution
- Final approval workflow
- Handoff documentation
Module 9. Model Change Management
Handle updates to internal models without compromising audit trail integrity.
12 chapters in this module
- Change trigger types
- Impact assessment depth
- Version comparison protocol
- Stakeholder notification
- Backtesting update
- Documentation refresh
- Assumption revalidation
- Peer review reinitiation
- Regulator update consideration
- Change log structure
- Approval trail maintenance
- Historical version access
Module 10. Leadership Presentation Prep
Turn technical outputs into confident, high-impact presentations for senior leadership.
12 chapters in this module
- Deck structure design
- Key message prioritization
- Visual data support
- Q&A anticipation
- Risk severity signaling
- Mitigation clarity
- Scenario comparison
- Assumption transparency
- Executive time norms
- Follow-up readiness
- Decision support framing
- Next-step alignment
Module 11. Audit Defense Preparation
Prepare to confidently defend ORSA submissions under internal or external audit.
12 chapters in this module
- Common audit questions
- Evidence retrieval
- Assumption justification
- Model validation proof
- Peer review trail
- Change log access
- Version control proof
- Stakeholder input logs
- External benchmarking
- Regulatory alignment
- Gap response prep
- Rebuttal documentation
Module 12. Continuous Quality Improvement
Implement feedback loops to raise output quality across cycles without additional effort.
12 chapters in this module
- Revision pattern tracking
- Feedback categorization
- Template updating
- Checklist refinement
- Peer input integration
- Process automation
- Quality metric tracking
- Benchmark comparison
- Lessons learned capture
- Version-to-version comparison
- Improvement backlog
- Annual refresh prep
How this maps to your situation
- When finalizing current year ORSA submission
- Before peer review cycle begins
- After model update or data refresh
- During leadership presentation prep
Before vs. after
Before
ORSA outputs require multiple review cycles, with inconsistent documentation and frequent requests for clarification.
After
Submissions are accurate, polished, and defensible from the first version, reducing rework and increasing trust.
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 3-4 hours per module, designed to be completed alongside current ORSA work.
If nothing changes
...
How this compares to the alternatives
Unlike generic risk courses, this program focuses exclusively on ORSA output quality with real templates and decision checkpoints used by leading insurers.
Frequently asked
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Does this course cover Solvency II or NAIC MAR?
The core structure supports alignment with Solvency II and NAIC MAR, but the focus remains on ORSA as the primary regulatory anchor.
Is this relevant if I'm not in actuarial?
Yes. Risk, compliance, and governance leads involved in ORSA reporting will benefit from the quality and documentation frameworks.
$199 one-time. Approximately 3-4 hours per module, designed to be completed alongside current ORSA work..
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