A tailored course, built for your situation
Influence Across More Business Units with NAIC MAR
Build cross-functional alignment through core compliance frameworks
$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
Marketing operations professional embedded in a regulated insurance environment, contributing to compliance-aligned initiatives and cross-departmental reporting
Who this is not for
Individuals seeking entry-level marketing training or general compliance overviews without role-specific application
What you walk away with
- Lead NAIC MAR adoption discussions across non-marketing business units
- Translate compliance requirements into cross-functional implementation plans
- Build repeatable briefing templates for leadership updates across departments
- Anticipate alignment needs ahead of new regional launches
- Position marketing operations as a coordination hub for regulatory readiness
The 12 modules (with all 144 chapters)
Module 1. NAIC MAR and the Insurance Operating Model
Understand how NAIC MAR fits within AIG’s decentralized structure and where marketing interfaces with compliance reporting. Learn to identify high-impact touchpoints across divisions.
12 chapters in this module
- Marketing's role in regulatory reporting
- Mapping NAIC MAR to business functions
- Compliance touchpoints by region
- How underwriting uses MAR outputs
- Claims reporting dependencies
- Distribution channel requirements
- Product launch compliance gates
- State-level filing variations
- Federal alignment expectations
- Third-party vendor obligations
- Internal audit coordination
- Cross-unit escalation paths
Module 2. Translating Regulation into Action
Turn NAIC MAR mandates into practical workflows marketing teams can own. Focus on clarity, timing, and handoffs that build trust across departments.
12 chapters in this module
- Identifying marketing-owned obligations
- From mandate to checklist
- Timing compliance tasks
- Drafting policy summaries
- Creating compliance calendars
- Aligning campaign timelines
- Handoff documentation
- Version control standards
- Change tracking systems
- Status reporting formats
- Stakeholder communication rhythm
- Feedback loop design
Module 3. Building Cross-Functional Playbooks
Develop templates that standardize how different teams interact around NAIC MAR. Enable faster coordination and reduce rework during audits or expansions.
12 chapters in this module
- Playbook purpose and structure
- Defining team responsibilities
- Documenting escalation paths
- Standardizing file naming
- Template version governance
- Incorporating legal feedback
- Updating for regional changes
- Onboarding new team members
- Audit preparation checklists
- Change request workflows
- Integration with existing tools
- Owner accountability markers
Module 4. Communicating for Influence
Learn how to frame NAIC MAR discussions so other teams want your input. Focus on value-added language, timing, and situational awareness.
12 chapters in this module
- Positioning marketing as enabler
- Framing requests collaboratively
- Using shared goals in messaging
- Timing inter-departmental asks
- Creating mutual benefit statements
- Pre-empting resistance points
- Leveraging past successes
- Documenting shared outcomes
- Highlighting efficiency gains
- Avoiding compliance jargon
- Speaking to business impact
- Building credibility over time
Module 5. Integrating Across Regions
Apply NAIC MAR consistently while accommodating regional differences. Learn to standardize what can be standardized, and adapt what must be.
12 chapters in this module
- Identifying global vs local elements
- Mapping state-specific rules
- Adjusting templates by region
- Centralized review process
- Local approval workflows
- Language and branding rules
- Currency and pricing disclosures
- Time zone coordination
- Regional audit expectations
- Escalation to HQ
- Documentation localization
- Compliance variance tracking
Module 6. Managing Vendor Partnerships
Ensure third-party vendors comply with NAIC MAR standards. Learn to draft requirements, evaluate responses, and maintain oversight.
12 chapters in this module
- Vendor risk classification
- Request for proposal standards
- Compliance section drafting
- Evaluating vendor responses
- Contractual compliance terms
- Ongoing monitoring rhythm
- Audit right provisions
- Data handling expectations
- Reporting frequency rules
- Termination triggers
- Subcontractor oversight
- Performance review criteria
Module 7. Preparing for Audits and Reviews
Know exactly what to prepare and when. Build confidence across teams by delivering complete, timely responses to internal and external reviewers.
12 chapters in this module
- Understanding audit scope
- Identifying data sources
- Document retention rules
- Evidence collection process
- Reviewing for completeness
- Formatting submission packages
- Internal pre-review checklist
- Coordinating with legal
- Responding to follow-ups
- Tracking deficiency resolution
- Lessons from prior audits
- Continuous improvement cycle
Module 8. Expanding Leadership Visibility
Earn a place at strategic discussions by demonstrating structured, reliable contributions to compliance and coordination.
12 chapters in this module
- Identifying high-impact projects
- Volunteering strategically
- Documenting contributions
- Requesting feedback loops
- Sharing progress proactively
- Aligning with executive goals
- Measuring cross-unit impact
- Building peer credibility
- Speaking up in meetings
- Positioning for stretch roles
- Tracking recognition moments
- Creating visibility milestones
Module 9. Driving Repeatable Implementation
Turn one-time efforts into scalable processes. Ensure new teams and regions adopt NAIC MAR efficiently without constant rework.
12 chapters in this module
- Identifying reusable components
- Creating onboarding kits
- Standard training materials
- Checklist automation
- Template libraries
- Version control process
- Feedback collection system
- Improvement backlog
- Scaling documentation
- Measuring adoption rate
- Reducing cycle time
- Demonstrating efficiency gains
Module 10. Managing Change Over Time
Keep NAIC MAR practices up to date as regulations, leadership, and business priorities shift. Build resilience into your processes.
12 chapters in this module
- Monitoring regulation changes
- Subscribing to alerts
- Internal change review process
- Updating documentation
- Communicating changes
- Training on updates
- Version comparison tools
- Change impact assessment
- Stakeholder notification
- Rollout planning
- Backward compatibility
- Archiving old versions
Module 11. Measuring Cross-Functional Impact
Quantify how your work improves coordination, reduces risk, and speeds time to market. Use data to justify future investment.
12 chapters in this module
- Defining success metrics
- Tracking cross-team adoption
- Reducing rework hours
- Speed to compliance readiness
- Audit deficiency trends
- Stakeholder satisfaction
- Cost of non-compliance avoided
- Cycle time improvements
- Vendor compliance rate
- Training completion rate
- Feedback loop responsiveness
- Expansion readiness score
Module 12. Sustaining Influence Long-Term
Turn early wins into lasting authority. Build networks, document contributions, and position yourself as the go-to resource.
12 chapters in this module
- Building peer relationships
- Documenting contributions
- Sharing lessons company-wide
- Mentoring new staff
- Presenting at forums
- Writing internal guides
- Leading cross-unit huddles
- Improving team reputation
- Tracking career progression
- Planning next growth step
- Balancing workload
- Maintaining energy and focus
How this maps to your situation
- Preparing for multi-state product launch
- Coordinating with underwriting on new filing
- Responding to internal audit request
- Onboarding new regional marketing team
Before vs. after
Before
Responding to requests across departments with inconsistent processes and limited influence
After
Proactively shaping cross-unit compliance workflows and expanding reach across business lines
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 fit around core responsibilities over 6-8 weeks.
How this compares to the alternatives
Unlike generic compliance courses, this program focuses on NAIC MAR as applied by marketing operations professionals in large insurers, with real templates and coordination strategies used in peer organizations.
Frequently asked
Is this course relevant for non-technical roles?
Yes, it's designed specifically for practitioners in operational, coordination, and compliance-support roles within insurance.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Will this help me work with teams outside marketing?
Yes, each module includes strategies for building influence and alignment with underwriting, risk, legal, and regional teams.
$199 one-time. Approximately 3-4 hours per module, designed to fit around core responsibilities over 6-8 weeks..
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