A tailored course, built for your situation
Premium engagement picks with ORSA alignment
Access higher-margin risk engagements by aligning ORSA outputs with strategic underwriting priorities
$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.
Stuck reviewing low-impact risk files while strategic decisions happen elsewhere
The situation this course is for
Talented risk practitioners often stay siloed in compliance mode, producing reports that meet requirements but don’t influence capital or strategy. Their work is accurate, but invisible to leadership deciding where to deploy resources.
Who this is for
Risk and strategy professionals in insurance who can interpret ORSA outputs but want to shape decisions, not just document them
Who this is not for
Junior analysts focused solely on data collection or auditors checking compliance boxes
What you walk away with
- Spot opportunities for strategic capital deployment masked as routine ORSA inputs
- Frame risk narratives that align with underwriting leadership priorities
- Earn first access to high-margin business line reviews ahead of audit cycles
- Build repeatable scenario briefs that senior leaders request proactively
- Shift from compliance reporter to strategic influencer in capital planning
The 12 modules (with all 144 chapters)
Module 1. ORSA as strategic signal
How leading insurers use ORSA not for compliance, but to anticipate shifts in risk appetite and capital needs. You'll learn to distinguish compliance-driven ORSA from strategy-enabling ORSA, and position yourself to lead the latter.
12 chapters in this module
- ORSA beyond regulatory checklists
- Strategic vs compliance mindsets
- Capital planning timing cycles
- Mapping ORSA to board priorities
- Identifying leverage moments
- Scenario primacy in reviews
- Executive attention windows
- Stakeholder influence maps
- Risk narrative cadence
- Internal escalation paths
- Decision gate access
- Upgrading from reporter to advisor
Module 2. Aligning ORSA with underwriting strategy
Connect ORSA findings directly to underwriting leadership goals. This module shows how to translate risk outputs into business-unit-relevant insights that open doors to high-margin engagements.
12 chapters in this module
- Underwriting risk tolerance bands
- Portfolio exposure thresholds
- Strategic growth corridors
- Risk appetite by segment
- Margin protection scenarios
- Pricing adequacy triggers
- Growth constraint analysis
- Segment-level risk heatmaps
- Capital efficiency metrics
- Product innovation boundaries
- Market exit indicators
- Risk-adjusted growth levers
Module 3. Scenario design for influence
Master the construction of decision-ready scenarios that leadership can act on. Move from generic stress tests to targeted narratives that drive capital allocation.
12 chapters in this module
- Scenario relevance scoring
- Leadership decision context
- Time horizon alignment
- Capital impact modelling
- Risk transfer feasibility
- Reinsurance trigger design
- Liquidity cushion analysis
- Downturn severity bands
- Catastrophe correlation chains
- Geopolitical shock layers
- Operational disruption coupling
- Scenario documentation standards
Module 4. Stakeholder mapping for buy-in
Identify who controls capital decisions and what they need from ORSA. Learn to tailor deliverables to each leader’s language and incentives.
12 chapters in this module
- Capital gatekeeper identification
- Influence vs authority roles
- Departmental risk dependencies
- Compensation-driven priorities
- Tenure-based risk profiles
- Internal alliance patterns
- Information gate preferences
- Deliverable format preferences
- Feedback loop timing
- Escalation path design
- Trust-building sequences
- Cross-functional credibility
Module 5. Building decision-ready briefs
Transform ORSA outputs into concise, leadership-focused briefs that prompt action. This module walks through real insurer examples and annotated templates.
12 chapters in this module
- Executive summary anatomy
- Risk exposure quantification
- Strategic implications section
- Recommended actions framework
- Capital impact statements
- Time sensitivity flags
- Alternatives comparison
- Assumption transparency
- Data source footnoting
- Stakeholder alignment note
- Decision deadline sync
- Follow-up tracking
Module 6. Orchestrating cross-functional input
Coordinate inputs from actuarial, finance, and operations without delays. Learn how to own the process end to end and elevate your visibility.
12 chapters in this module
- Input dependency mapping
- Owner assignment clarity
- Deadline escalation protocol
- Data format standards
- Version control method
- Consistency checks
- Gap resolution workflow
- Assumption alignment session
- Model validation integration
- Peer sign-off process
- Executive summary handoff
- Feedback incorporation loop
Module 7. Narrative construction for leadership
Craft compelling risk stories that resonate with executives. Move beyond data dumps to strategic storytelling that earns trust and drives decisions.
12 chapters in this module
- Narrative framing options
- Risk language calibration
- Tone adjustment strategies
- Executive attention triggers
- Conflict anticipation
- Trade-off articulation
- Uncertainty framing
- Confidence level signalling
- Past precedent use
- Future scenario coupling
- Action linkage clarity
- Ownership assignment
Module 8. Leveraging ORSA for capital requests
Use ORSA to justify new investments or defend existing allocations. This module shows how to structure capital cases that get approved.
12 chapters in this module
- Capital request typology
- Risk mitigation linkage
- ROI projection alignment
- Appetite threshold justification
- Peer benchmarking support
- Historical performance tie-in
- Regulatory alignment angle
- Internal rate of return context
- Liquidity contingency design
- Stress test validation
- Board-level implication framing
- Follow-on funding path
Module 9. Proactive engagement tracking
Shift from reactive reporting to proactive engagement. Learn to anticipate leadership needs and deliver insights before they’re requested.
12 chapters in this module
- Leadership calendar monitoring
- Quarterly planning cycle sync
- Budget cycle anticipation
- Market shift alerts
- Competitor move tracking
- Regulatory update alerts
- Internal audit schedule review
- Capital meeting prep cycle
- Earnings call theme analysis
- External consultant timing
- Scenario refresh triggers
- Stakeholder feedback loops
Module 10. Documenting influence pathways
Create reusable playbooks that capture how ORSA insights led to decisions. This builds credibility and compounds your impact across engagements.
12 chapters in this module
- Influence tracking system
- Decision attribution process
- Outcome documentation
- Lessons captured framework
- Template library building
- Version control method
- Access control settings
- Peer sharing protocol
- Leadership feedback loop
- Improvement cycle timing
- Success story curation
- Impact narrative calendar
Module 11. Scaling personal credibility
Use ORSA outcomes to build a reputation as a go-to strategist. This module shows how to turn technical excellence into career momentum.
12 chapters in this module
- Credibility milestone tracking
- Visibility opportunity mapping
- Internal promotion pathways
- Cross-department referrals
- Thought leadership channels
- Speaking engagement prep
- White paper development
- Mentorship role adoption
- Leadership feedback seeking
- Reputation audit process
- Influence metric monitoring
- Growth path planning
Module 12. Sustaining strategic relevance
Keep ORSA at the center of strategic conversations. Learn to adapt your approach as priorities shift and maintain your seat at the table.
12 chapters in this module
- Trend monitoring system
- Priority shift detection
- Narrative refresh cadence
- Stakeholder evolution tracking
- Methodology adaptation
- Tooling upgrade path
- External benchmarking
- Internal feedback cycle
- Leadership expectation management
- Successor development
- Long-term vision setting
- Legacy impact planning
How this maps to your situation
- Preparing for quarterly capital planning
- Leading ORSA inputs for a major business line
- Seeking promotion to strategic risk role
- Influencing underwriting portfolio direction
Before vs. after
Before
Produces accurate ORSA reports that meet regulatory expectations but don't influence capital or strategy decisions
After
Leads high-impact risk conversations, shapes capital allocation, and earns first pick on premium engagements
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, with self-paced access to all materials
If nothing changes
Continuing to treat ORSA as a compliance exercise means staying outside strategic conversations where capital and portfolio decisions are made, missing opportunities to lead and grow
How this compares to the alternatives
Unlike generic risk certifications or off-the-shelf training, this course delivers insurer-specific scenarios, decision-ready templates, and influence pathways tailored to professionals who want to shape strategy, not just comply.
Frequently asked
Who is this course for?
Risk and strategy professionals in insurance who want to use ORSA to influence capital allocation and strategic underwriting decisions.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Does this course cover Solvency II or NAIC frameworks?
The course focuses on ORSA as the primary framework, but includes comparisons to Solvency II and NAIC MAR where relevant for U.S. insurers.
$199 one-time. Approximately 3-4 hours per module, with self-paced access to all materials.
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