A tailored course, built for your situation
Influence Across More Business Lines with Solvency II
Tailored for security operations practitioners leading compliance integration across complex insurance portfolios
$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.
Being heard across silos despite no direct authority
The situation this course is for
Security operations professionals often deliver accurate, compliant work that still fails to shape decisions beyond their immediate team. The gap isn’t accuracy, it’s reach. Even precise control mappings or audit outputs get sidelined when they don’t align with how other functions interpret risk or prioritize deadlines. The result is rework, friction, and diminished impact, especially when operating across legal entities under Solvency II.
Who this is for
Senior practitioner in insurance security operations leading compliance integration across geographies and functional silos
Who this is not for
Entry-level auditors, consultants selling framework implementations, or staff focused solely on technical controls without cross-functional engagement
What you walk away with
- Lead cross-functional Solvency II initiatives without formal authority
- Turn compliance requirements into repeatable, shareable implementation playbooks
- Gain visibility into adjacent functions’ planning cycles to align security timing with business rhythm
- Document decision patterns that persist beyond individual projects
- Become the reference point for Solvency II interpretation across business units
The 12 modules (with all 144 chapters)
Module 1. Solvency II as Coordination Language
Reframe Solvency II not as a compliance burden but as a shared vocabulary for risk across functions. Learn how leading practitioners use its structure to align security with actuarial, finance, and operations without escalating to leadership.
12 chapters in this module
- Why Solvency II enables cross-line integration
- Mapping articles to business functions
- Language vs regulation in practice
- Finding common goals in disparate priorities
- Building credibility through consistency
- Timing cycles across departments
- Identifying natural allies in underwriting
- Avoiding overreach while increasing influence
- Documenting shared understanding
- Translating Pillar 2 into action
- Using Pillar 3 disclosures as influence tools
- Framing security as enabler not gate
Module 2. Control Mapping That Crosses Boundaries
Move beyond internal audits to create control mappings that other teams adopt. Focus on clarity, portability, and neutrality so your outputs become the default reference across functions.
12 chapters in this module
- Designing agnostic control templates
- Naming conventions that reduce friction
- Linking technical controls to Pillar 1 metrics
- Visualizing mappings for non-technical teams
- Versioning across update cycles
- Handling conflicting interpretations
- Embedding feedback loops
- Creating lightweight validation paths
- Using heatmaps for escalation readiness
- Aligning with SOX 404 where required
- Integrating with existing GRC tools
- Avoiding duplication with ISO 27001
Module 3. Stakeholder Timing Alignment
Coordinate with teams that operate on different rhythms, actuarial on annual cycles, underwriting on quarterly books, claims on real-time flow, by predicting their needs and embedding security inputs early.
12 chapters in this module
- Mapping stakeholder planning calendars
- Anticipating actuarial review windows
- Timing audits with premium cycles
- Aligning with financial reporting dates
- Flagging renewal season risks
- Integrating with IFRS 17 timelines
- Building visibility into claims workflows
- Synchronizing with reinsurance partners
- Predicting proxy demand spikes
- Planning for ESG disclosure cycles
- Coordinating with external auditors
- Avoiding last-minute requests
Module 4. Communication Templates for Influence
Craft messages that land with underwriters, actuaries, and operations leads by using their language, priorities, and deadlines. Templates include email scripts, meeting agendas, and FAQ documents.
12 chapters in this module
- Writing to actuarial priorities
- Email subject lines that get opened
- Agendas that respect time limits
- Pre-reads that replace meetings
- FAQ docs for recurring questions
- Translating control gaps into business terms
- Using data maturity models
- Avoiding security jargon
- Framing delays as shared risk
- Building trust through transparency
- Templates for mid-cycle check-ins
- Closing loops with written summaries
Module 5. Escalation Paths Without Authority
Lead when you don’t own. Design escalation workflows that route through influence, not hierarchy. Use documented patterns to ensure your voice is included even when not invited.
12 chapters in this module
- When to escalate vs absorb
- Designing lightweight notification paths
- Creating visibility without noise
- Using playbooks as escalation triggers
- Documenting unresolved dependencies
- Routing through risk committees
- Flagging cross-border implications
- Linking to audit timelines
- Triggering reviews pre-submission
- Managing executive curiosity
- Balancing speed and completeness
- Closing loops after resolution
Module 6. Playbook Design for Longevity
Build implementation playbooks that survive team changes and leadership shifts. Focus on structure, neutrality, and ease of adaptation across regions and lines of business.
12 chapters in this module
- Structure for reusability
- Naming conventions for searchability
- Version control without complexity
- Embedding jurisdictional notes
- Linking to source regulations
- Designing for non-native English speakers
- Adding regional footnotes
- Using icons for quick scanning
- Creating executive summaries
- Building modular updates
- Archiving deprecated versions
- Sharing without loss of control
Module 7. Cross-Functional Feedback Integration
Turn feedback from underwriting, claims, and finance into improvements without compromising security rigor. Use structured intake methods to avoid reactive changes.
12 chapters in this module
- Setting feedback windows
- Categorizing input types
- Validating signal vs noise
- Incorporating operational constraints
- Balancing speed and compliance
- Documenting trade-offs
- Tracking feedback lifecycle
- Closing loops with teams
- Using surveys without burden
- Running lightweight pilots
- Measuring adoption over time
- Updating playbooks iteratively
Module 8. Risk Narratives That Stick
Shape how risk is described in cross-functional settings by providing clear, memorable narratives backed by Solvency II structure and real-world precedent.
12 chapters in this module
- Starting with business impact
- Using analogies that resonate
- Tying incidents to financial exposure
- Referencing peer practices
- Quoting regulators accurately
- Avoiding fear-based framing
- Highlighting silent successes
- Telling stories of prevention
- Using prior audit findings
- Framing uncertainty constructively
- Connecting to strategic goals
- Ending with clear next steps
Module 9. Implementation Readiness Assessment
Evaluate any new initiative for Solvency II readiness using a standardized, lightweight assessment that teams across functions accept as neutral and useful.
12 chapters in this module
- Designing a 5-question screen
- Scoring implementation maturity
- Identifying ownership gaps
- Assessing data traceability
- Evaluating documentation standards
- Checking for audit readiness
- Reviewing change management plans
- Flagging cross-border issues
- Using assessments as entry points
- Tailoring depth by risk level
- Generating automated summaries
- Sharing results respectfully
Module 10. Vendor Engagement on Your Terms
Lead third-party engagements by setting the agenda, defining compliance expectations, and owning the narrative, without relying on procurement or legal to enforce standards.
12 chapters in this module
- Setting pre-RFP requirements
- Writing Solvency II-specific clauses
- Evaluating vendor control claims
- Running proof-of-concept designs
- Managing pilot timelines
- Documenting vendor gaps
- Reporting findings upward
- Using vendor weaknesses as leverage
- Building exit strategies
- Negotiating service levels
- Ensuring audit access
- Avoiding lock-in traps
Module 11. Audit Preparation Without Panic
Shift from reactive to strategic audit posture by embedding preparation into routine workflows, ensuring readiness without last-minute sprints.
12 chapters in this module
- Integrating prep into control design
- Running quarterly dry runs
- Assigning living ownership
- Tracking evidence availability
- Using checklists without rigidity
- Designing flexible evidence paths
- Preparing spokespeople
- Anticipating follow-up questions
- Linking to regulator expectations
- Updating narratives proactively
- Reducing noise during audit period
- Closing findings permanently
Module 12. Compounding Knowledge Across Engagements
Turn each project into a foundation for the next by designing outputs to be reused, adapted, and shared, ensuring your influence grows with every initiative.
12 chapters in this module
- Designing for reuse from day one
- Building searchable repositories
- Tagging content by use case
- Creating cross-reference indexes
- Encouraging peer adoption
- Tracking reuse impact
- Celebrating shared wins
- Updating templates systematically
- Archiving inactive content
- Measuring reach over time
- Linking success to career growth
- Making knowledge a team asset
How this maps to your situation
- Leading cross-functional initiative
- Responding to audit request
- Integrating new team member
- Scaling security practice across regions
Before vs. after
Before
Working in parallel to other functions, often reacting to requests, with influence limited to immediate team
After
Proactively shaping cross-business initiatives, with security embedded in planning cycles across underwriting, actuarial, and claims
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 2.5 hours per week over 12 weeks, with self-paced access and lifetime updates.
If nothing changes
Continuing to operate in silo increases the likelihood that security will be bypassed in fast-moving initiatives, especially as Solvency II timelines compress and business units seek speed over coordination. Without deliberate influence-building, even accurate work risks being overruled by louder voices who speak the language of the business.
How this compares to the alternatives
Unlike generic Solvency II overviews or compliance certifications, this course focuses specifically on how to extend influence across business functions using the framework as a coordination tool. It does not teach basics, it builds on existing expertise to amplify impact.
Frequently asked
Who is this course for?
Senior security operations practitioners in insurance who already understand Solvency II fundamentals and want to extend their influence across underwriting, actuarial, claims, and finance.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Does the course cover IFRS 17 or SOX 404?
It references IFRS 17 and SOX 404 where they intersect with Solvency II implementation, but the core focus is using Solvency II as a vehicle for cross-functional influence.
$199 one-time. Approximately 2.5 hours per week over 12 weeks, with self-paced access and lifetime updates..
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