Skip to main content
Insurance Product Governance and Compliance Playbook

Insurance Product Governance and Compliance Playbook

$199.00
Adding to cart… The item has been added

The Problem

You're spending weeks trying to piece together a compliant, defensible product governance framework from outdated guidance, fragmented templates, and internal debates. The pressure is mounting, regulators are scrutinizing product oversight more than ever, and gaps in your process could trigger enforcement actions or product withdrawals. This playbook eliminates the guesswork, giving you a field-tested system that aligns with global regulatory expectations and operational reality.

What You Get

12-Module Course (132 Lessons):

  • ✔ Foundations of Insurance Product Governance and Regulatory Expectations
  • ✔ Regulatory Landscape: Solvency II, PRIIPs, IFRS 17, and Local Jurisdictional Requirements
  • ✔ Building a Cross-Functional Governance Committee with Clear Accountabilities
  • ✔ Product Lifecycle Management from Concept to Discontinuation
  • ✔ Risk Assessment and Mitigation in Product Design and Distribution
  • ✔ Conduct Risk and Consumer Outcomes: Ensuring Fair Value and Suitability
  • ✔ Documentation Standards for Audit-Ready Product Files
  • ✔ Embedding Ongoing Monitoring and KPIs into Daily Operations

Implementation Toolkit (40-48 Files):

  • ✔ Actuarial Risk Exposure Matrix with Severity Scoring
  • ✔ Product Governance Maturity Assessment (Self-Evaluation Tool)
  • ✔ Product Lifecycle Gate Review Checklist with Approval Triggers
  • ✔ Regulatory Gap Analysis Template by Jurisdiction
  • ✔ Product Risk Classification Framework (Low/Medium/High/Restricted)
  • ✔ Stakeholder Accountability Map with RACI for Product Committees
  • ✔ Product File Reference Registry with Version Control
  • ✔ Product Launch Readiness Decision Framework
  • ✔ Post-Launch Performance Dashboard with Consumer Complaint Triggers
  • ✔ Compliance Audit Checklist for Product Governance Reviews
  • ✔ Product Exit and Run-Off Management Plan Template
  • ✔ Conduct Risk Assessment Tool for Distribution Channels

How It Is Organized

Start with the course to build a structured, comprehensive understanding of product governance and compliance. Each module builds on the last, moving from regulatory foundations to operational execution. Then, transition directly into the toolkit, organized into 10 practitioner journey folders that mirror real-world implementation. "Getting Started" gives you onboarding checklists. "Assessment & Planning" includes maturity models and gap analyses. "Models & Frameworks" holds classification and decision tools. "Processes & Handoffs" defines committee workflows. "Operations & Execution" contains runbooks and file standards. "Performance & KPIs" delivers dashboards and monitoring triggers. "Quality & Compliance" ensures audit readiness. "Sustainment & Support" covers training and updates. "Advanced Topics" dives into conduct risk and cross-border alignment. "Reference" keeps everything indexed and accessible.

This Is For You If

  • You have been asked to build a product governance program from scratch and need to show a credible plan by next quarter
  • Your last regulatory review flagged weaknesses in product file documentation or decision tracking
  • You're launching new insurance products in multiple jurisdictions and need a consistent governance approach
  • Your product team and compliance team are misaligned, causing delays and rework
  • You're preparing for a Solvency II or internal audit and need to demonstrate a mature governance framework

What Makes This Different

The course gives you the structured knowledge, what you need to know, in the right order, with real insurance examples and assessments to test your understanding. The toolkit gives you the exact files to implement it, not just ideas. Together, they cover the full journey from learning to doing, without gaps.

Every template is designed to be filled in on day one. The Excel workbooks include working tabs with formulas pre-built, instructions for team use, and Pro Tips that call out where implementations typically fail, like underestimating distribution channel risk or missing file version controls. These are not academic exercises.

It was built by a team with 25 years of combined experience designing, auditing, and running product governance functions at global insurers. This is not a repackaged generic framework. It's the complete system we used to pass regulatory exams and scale programs across regions, now available as a single, cohesive playbook.

Get Started Today

This playbook gives you a complete, proven system: structured learning that builds real expertise, and implementation files you can adapt and deploy immediately. You avoid months of research, template drafting, and internal alignment cycles. Instead, you focus on execution, building a compliant, effective product governance function that stands up to scrutiny and delivers better consumer outcomes.

!