A tailored course, built for your situation
Premium engagement picks with NAIC MAR compliance expertise
Access higher-margin assignments by mastering the NAIC MAR framework in insurance operations
$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
Operations Assistant at an insurance carrier navigating evolving state-level compliance mandates
Who this is not for
Executives seeking board-level summaries or vendors selling compliance tools
What you walk away with
- Own end-to-end NAIC MAR implementation cycles from scoping to sign-off
- Produce audit-ready documentation packages in half the review time
- Gain first access to high-visibility compliance projects ahead of peers
- Build repeatable control templates that reduce rework across annual cycles
- Position yourself for assignments with direct impact on regulatory standing
The 12 modules (with all 144 chapters)
Module 1. NAIC MAR scoping fundamentals
Define the boundaries of NAIC MAR compliance within insurance operations, identify responsible parties, and map reporting obligations by jurisdiction.
12 chapters in this module
- Understanding NAIC MAR purpose
- Key differences from SOX 404
- Jurisdictional applicability rules
- Initial risk inventory setup
- Stakeholder identification matrix
- Documentation threshold levels
- Exemption eligibility checks
- Initial timeline planning
- Resource mapping basics
- Internal escalation paths
- Regulatory filing types
- Annual cycle markers
Module 2. Control framework alignment
Map NAIC MAR requirements to existing internal controls and identify gaps without duplicating effort across compliance programs.
12 chapters in this module
- Crosswalk with SOX controls
- Leveraging existing SOC 2 mappings
- Identifying dual-purpose evidence
- Control ownership assignment
- Frequency alignment rules
- Documentation sufficiency levels
- Automation eligibility filters
- Manual override protocols
- Change management integration
- Version control standards
- Review cycle harmonization
- Retirement criteria for legacy controls
Module 3. Evidence collection workflows
Streamline data gathering across departments using standardized templates and escalation protocols tailored to NAIC MAR timelines.
12 chapters in this module
- Evidence request drafting
- Departmental contact lists
- Deadline setting conventions
- Escalation chain design
- Follow-up cadence rules
- Digital collection tools
- Access delegation protocols
- Data format standards
- Version capture rules
- Storage compliance checks
- Review readiness indicators
- Exception flagging system
Module 4. Internal review coordination
Lead peer reviews of NAIC MAR documentation with clear checklists, feedback loops, and resolution tracking to accelerate sign-off.
12 chapters in this module
- Review team selection criteria
- Pre-review checklist setup
- Conflict resolution pathways
- Feedback logging standards
- Revisions tracking method
- Cross-department alignment
- Legal department coordination
- Compliance sign-off sequence
- Audit trail requirements
- Reviewer accountability rules
- Timeline adherence monitoring
- Final package validation
Module 5. Regulator-facing narrative development
Craft clear, evidence-backed responses to anticipated NAIC MAR inquiries using structured templates and precedent examples.
12 chapters in this module
- Common regulator questions
- Response drafting framework
- Evidence citation standards
- Tone and formality levels
- Precedent library setup
- Escalation review rules
- Confidentiality handling
- Redaction protocols
- Submission formats
- Follow-up preparation
- Amendment request handling
- Timeline extension requests
Module 6. Automated monitoring integration
Integrate NAIC MAR controls into ongoing monitoring systems to reduce manual effort and increase detection speed.
12 chapters in this module
- Eligibility for automation
- Tool selection criteria
- Data source connectivity
- Alert threshold design
- False positive reduction
- Review frequency settings
- Exception handling workflows
- Dashboard reporting setup
- Integration with ServiceNow
- Change detection rules
- User access reviews
- Monthly validation steps
Module 7. Cross-cycle knowledge retention
Build institutional memory by documenting decisions, rationale, and lessons learned to compound team effectiveness.
12 chapters in this module
- Decision logging standards
- Rationale capture templates
- Lessons learned format
- Knowledge base structure
- Searchability optimization
- Access permissions setup
- Update protocols
- Ownership assignment
- Annual refresh process
- Onboarding integration
- Cross-team sharing rules
- Version history maintenance
Module 8. Vendor oversight integration
Extend NAIC MAR compliance to third parties with structured review tracks and evidence requirements.
12 chapters in this module
- Vendor inventory setup
- Risk tiering model
- Questionnaire design
- Evidence submission standards
- Onsite visit protocols
- Remote assessment methods
- Contractual obligations
- SLA monitoring
- Performance scoring
- Remediation tracking
- Termination triggers
- Renewal review process
Module 9. Executive communication packaging
Translate technical compliance work into concise updates for senior leaders without oversimplifying risk posture.
12 chapters in this module
- Summary length standards
- Risk rating system
- Highlight selection criteria
- Issue severity levels
- Mitigation progress tracking
- Timeline visualization
- Stakeholder impact notes
- Action item formatting
- Approval routing
- Distribution list rules
- Confidentiality levels
- Archive protocols
Module 10. Audit preparation cycles
Lead internal readiness checks ahead of external audits with structured walkthroughs and mock scenarios.
12 chapters in this module
- Audit scope confirmation
- Team briefing structure
- Document readiness check
- Interview preparation
- Mock session design
- Gap identification method
- Remediation tracking
- Evidence trail review
- Coordination with legal
- Day-of logistics
- Follow-up response drafting
- Post-audit review process
Module 11. Change impact assessment
Evaluate operational changes for NAIC MAR implications using standardized assessment templates and escalation paths.
12 chapters in this module
- Change identification triggers
- Initial screening questions
- Impact level determination
- Stakeholder notification
- Documentation update rules
- Control modification process
- Evidence refresh cycle
- Review timeline adjustments
- Cross-program alignment
- Legal consultation points
- Regulator notification rules
- Post-implementation review
Module 12. Continuous improvement loops
Use feedback and performance data to refine NAIC MAR processes year over year without restarting from scratch.
12 chapters in this module
- Feedback collection design
- Performance metric selection
- Benchmarking methods
- Process gap analysis
- Improvement prioritization
- Pilot testing framework
- Organization-wide rollout
- Training update process
- Documentation refresh
- Success measurement
- Lessons codification
- Next cycle planning
How this maps to your situation
- Starting a new NAIC MAR cycle
- Responding to regulator inquiry
- Integrating vendor oversight
- Preparing for external audit
Before vs. after
Before
Reactive assignment intake with limited control over project type or visibility
After
Proactive selection of high-impact NAIC MAR engagements with structured documentation and faster sign-off
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 module, designed to fit around core responsibilities with just-in-time applicability.
How this compares to the alternatives
Unlike generic compliance courses, this program focuses exclusively on NAIC MAR implementation in insurance operations, with templates, workflows, and decision rules tailored to carriers like AIG.
Frequently asked
Is this relevant if my team also handles SOX 404?
Yes, this course includes crosswalks between NAIC MAR and SOX 404 to prevent duplicated effort and align review cycles.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Will this help me move into higher-impact roles?
By mastering NAIC MAR end to end, you’ll position yourself for premium engagements that shape regulatory outcomes and internal standards.
$199 one-time. Approximately 3 hours per module, designed to fit around core responsibilities with just-in-time applicability..
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