A tailored course, built for your situation
Mastering ORSA for Director IT and Lead Architect Roles
Build influence through risk assessment rigor that shapes strategic direction
$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 technical and risk architects in insurance and financial services who are positioned to shape strategic risk direction but need deeper ORSA mastery to unlock formal influence.
Who this is not for
Junior risk analysts, auditors focused only on compliance checklists, or practitioners without decision-influence in risk or IT architecture.
What you walk away with
- Lead ORSA self-assessments with confidence and executive clarity
- Own the risk modeling methodology used across claim and control systems
- Shape vendor selection and technical architecture through risk-first framing
- Become the go-to reference for strategic risk decisions across departments
- Document and structure risk narratives that guide leadership direction
The 12 modules (with all 144 chapters)
Module 1. ORSA Fundamentals in Insurance Context
Establish a baseline understanding of ORSA as defined by NAIC, its role in modern insurance enterprises, and how it differs from traditional risk assessments.
12 chapters in this module
- What ORSA stands for
- NAIC’s role in defining ORSA
- ORSA vs ERM frameworks
- Insurance-specific risk domains
- ORSA as a living document
- Integration with capital planning
- Regulatory expectations
- Board-level implications
- Executive summaries structure
- Risk appetite statement basics
- Tolerance thresholds
- Scenario analysis inputs
Module 2. Risk Identification and Categorization
Learn to systematically identify and classify risks across operational, financial, strategic, and external domains specific to insurance claims and risk control.
12 chapters in this module
- Top-down risk identification
- Bottom-up risk inputs
- Claims processing risks
- Underwriting exposure risks
- Cybersecurity risk mapping
- Vendor dependency risks
- Catastrophe modeling inputs
- Geographic concentration risks
- Regulatory change risks
- Reinsurance risks
- Liquidity risk factors
- Third-party service risks
Module 3. Risk Appetite Framework Design
Design a structured risk appetite statement aligned with corporate strategy and technical architecture boundaries.
12 chapters in this module
- Defining strategic objectives
- Linking risk appetite to goals
- Quantitative thresholds
- Qualitative boundaries
- Risk tolerance bands
- Escalation triggers
- Stakeholder input methods
- IT architecture constraints
- Claims system capacity limits
- Cloud migration risks
- Data residency requirements
- Vendor lock-in exposure
Module 4. Scenario Development and Stress Testing
Develop realistic risk scenarios and stress tests that reflect current business and technical infrastructure.
12 chapters in this module
- Identifying key risk drivers
- Building scenario narratives
- Financial impact modeling
- System availability risks
- Claims surge scenarios
- Cyber incident simulations
- Cloud provider outages
- Third-party failures
- Regulatory enforcement actions
- Market volatility effects
- Reinsurance counterparty risk
- Model validation steps
Module 5. Integration with IT and Data Architecture
Map ORSA requirements directly to data flows, system architecture, and monitoring capabilities.
12 chapters in this module
- Data sources for risk models
- ETL pipelines for risk data
- Real-time monitoring inputs
- API integrations for risk feeds
- Cloud infrastructure risks
- Legacy system dependencies
- Data latency impacts
- Automated risk dashboards
- Access control implications
- Audit logging needs
- Data retention policies
- Encryption in transit risks
Module 6. Vendor Risk and Third-Party Oversight
Apply ORSA principles to vendor selection, contract terms, and ongoing third-party risk monitoring.
12 chapters in this module
- Vendor risk scoring
- Due diligence checklists
- Cybersecurity certifications review
- SLA evaluation
- Force majeure clauses
- Breach notification terms
- Right-to-audit provisions
- Exit strategy planning
- Subcontractor oversight
- Cloud provider compliance
- Penetration testing access
- Incident response coordination
Module 7. Cross-Functional Risk Alignment
Align risk assessments across IT, claims, underwriting, finance, and compliance teams.
12 chapters in this module
- Stakeholder mapping
- Risk committee structure
- Meeting cadence design
- Decision rights documentation
- Escalation paths
- Consensus-building tactics
- Conflict resolution models
- Technical debt trade-offs
- Cloud migration risks
- AI adoption risks
- Regulatory reporting cycles
- Audit preparation workflows
Module 8. Narrative Development for Leadership
Craft compelling, concise risk narratives that inform strategic decisions without oversimplifying.
12 chapters in this module
- Executive summary writing
- Risk heatmap design
- Story arc for risk reports
- Avoiding jargon traps
- Translating technical risk
- Highlighting key exposures
- Confidence levels in estimates
- Uncertainty communication
- Scenario comparison tables
- Visual storytelling
- Narratives for underwriting
- Narratives for capital planning
Module 9. ORSA Documentation and Version Control
Build a living ORSA document with clear versioning, ownership, and change control.
12 chapters in this module
- Document structure standards
- Version control systems
- Change logs
- Review cycles
- Responsibility matrices
- Approval workflows
- Storage and access controls
- Retention policies
- Integration with GRC tools
- Automated reminders
- Audit trail setup
- Document archive strategy
Module 10. Regulatory Review Preparation
Prepare for NAIC and state regulator reviews with documented ORSA processes and evidence.
12 chapters in this module
- Regulatory inquiry patterns
- Common follow-up questions
- Evidence collection
- Gap analysis methodology
- Remediation tracking
- Interview preparation
- Response drafting
- Cross-team coordination
- Timeline management
- Risk model validation
- External auditor interface
- Regulatory trend tracking
Module 11. Continuous Improvement and Metrics
Establish KPIs and feedback loops to evolve ORSA maturity over time.
12 chapters in this module
- Maturity model stages
- Self-assessment scoring
- Benchmarking against peers
- Internal audit feedback
- Stakeholder satisfaction
- Cycle time reduction
- Accuracy improvement
- Risk prediction reliability
- Decision impact tracking
- Lessons learned integration
- Model refresh frequency
- Training effectiveness
Module 12. Leading ORSA as a Strategic Practitioner
Position yourself as the authoritative voice on ORSA within the enterprise.
12 chapters in this module
- Building internal credibility
- Mentoring junior staff
- Presenting to executives
- Influencing without authority
- Cross-department influence
- Thought leadership writing
- Conference speaking
- Industry working groups
- Regulatory comment submissions
- Internal training design
- External benchmarking
- Succession planning
How this maps to your situation
- After leadership requests a revised risk appetite statement
- During vendor selection for a claims transformation project
- Before regulatory examination cycles
- When integrating new data sources into risk models
Before vs. after
Before
ORSA input is fragmented, reactive, and lacks technical grounding in IT architecture and data systems.
After
You lead ORSA with structured authority, aligning technical, claims and strategic risk into a single influential narrative.
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 week over 12 weeks, with self-paced access.
How this compares to the alternatives
Unlike generic ERM courses, this program is built specifically for technical leaders in insurance who must bridge risk strategy and system architecture using ORSA.
Frequently asked
Is this course suitable for non-actuarial risk roles?
Yes, it's designed for IT architects, systems leads, and technical risk practitioners in insurance who influence risk decisions.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Does it cover Solvency II or other international frameworks?
The focus is ORSA under NAIC guidelines, but concepts are transferable to Solvency II and other regimes.
$199 one-time. Approximately 3 hours per week over 12 weeks, with self-paced access..
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