A tailored course, built for your situation
Premium Engagement Picks with NAIC MAR
Target high-impact underwriting work that aligns with regulatory expectations and internal risk appetite
$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
Mid-senior level underwriting specialist operating at the intersection of risk selection and regulatory compliance, focused on expanding influence and engagement quality within a highly regulated environment
Who this is not for
Entry-level underwriters, claims adjusters, or professionals outside insurance risk assessment and compliance frameworks
What you walk away with
- Distinguish high-potential submissions that align with NAIC MAR and internal risk appetite
- Position yourself for earlier involvement in strategic risk discussions
- Build repeatable evaluation criteria for premium renewal and placement decisions
- Strengthen collaboration with risk governance teams on capital-sensitive accounts
- Gain visibility into larger, more complex dockets typically reserved for senior practitioners
The 12 modules (with all 144 chapters)
Module 1. Understanding NAIC MAR’s Role in Underwriting
Explore how NAIC MAR shapes risk tolerance and capital allocation in property and casualty insurance portfolios.
12 chapters in this module
- What NAIC MAR regulates
- How states adopt NAIC MAR
- Capital level thresholds
- Impact on risk selection
- Regulatory reporting cycles
- Interaction with risk-based capital
- Role of internal risk teams
- Timeline of compliance reviews
- Documentation required
- Common examiner focus areas
- How underwriters feed into compliance
- Strategic implications for pricing
Module 2. Mapping Submissions to Regulatory Thresholds
Learn to assess submissions against NAIC MAR exposure limits and risk concentration rules.
12 chapters in this module
- Identifying reportable risk types
- Aggregation by insured
- Determining materiality
- Tracking cumulative exposure
- Using carrier-level data
- Evaluating reinsurance impact
- Handling multi-state filings
- Timing of exposure windows
- Threshold look-back periods
- Common miscalculation pitfalls
- Documentation standards
- Audit trail best practices
Module 3. Recognizing High-Leverage Opportunities
Spot submissions with alignment between risk profile, pricing potential, and regulatory posture.
12 chapters in this module
- Signals of strategic fit
- Pricing above volatility floor
- Reinsurance support strength
- Client disclosure readiness
- Clean audit history
- Governance documentation
- Market disruption exposure
- Peer benchmarking data
- Capital sponsor sophistication
- Reserve stability indicators
- Clarity in risk transfer
- Alignment with ERM appetite
Module 4. Building Repeatable Evaluation Frameworks
Develop structured templates to consistently assess submissions against NAIC MAR and internal risk criteria.
12 chapters in this module
- Template design principles
- Standardized risk scoring
- Checklist integration
- Automated flagging logic
- Peer review workflows
- Version control methods
- Cross-functional input
- Audit readiness features
- Integration with underwriting systems
- Training junior staff
- Updating for regulatory changes
- Metrics for improvement
Module 5. Engaging Risk Governance Proactively
Position yourself as a strategic partner to internal risk and compliance functions.
12 chapters in this module
- Timing for early consultation
- Framing risk questions
- Presenting mitigation options
- Documenting rationale
- Escalation paths
- Building trust with risk officers
- Sharing workload signals
- Aligning on capital priorities
- Responding to queries
- Avoiding duplicate efforts
- Demonstrating compliance fluency
- Gaining influence in risk forums
Module 6. Shaping Strategic Dockets
Move from handling assigned files to curating portfolios with higher upside and cleaner compliance profiles.
12 chapters in this module
- Identifying portfolio gaps
- Targeting underserved sectors
- Assessing pricing power
- Balancing geographic spread
- Evaluating reinsurer appetite
- Monitoring competitor moves
- Using loss trend data
- Aligning with ERM goals
- Prioritizing client tiers
- Renewal strategy design
- Exit planning for weak performers
- Tracking strategic shift impact
Module 7. Advancing Placement Conversations
Lead discussions with clients and brokers using NAIC MAR as a differentiator.
12 chapters in this module
- Positioning compliance strength
- Explaining risk appetite
- Negotiating terms confidently
- Using regulatory alignment
- Responding to due diligence
- Sharing framework fluency
- Anticipating broker questions
- Building client trust
- Highlighting stability
- Differentiating from rivals
- Supporting placement narratives
- Securing favorable terms
Module 8. Optimizing Renewal Workflows
Design efficient processes for renewals that maintain compliance and margin integrity.
12 chapters in this module
- Trigger points for review
- Updating exposure data
- Confirming reinsurance alignment
- Validating client disclosures
- Assessing reserve changes
- Reviewing claims history
- Updating risk scores
- Engaging risk governance
- Documenting decisions
- Timing with reporting cycles
- Flagging emerging issues
- Building renewal narratives
Module 9. Leveraging Data for Strategic Advantage
Use internal and market data to anticipate high-potential opportunities before they hit the desk.
12 chapters in this module
- Sources of market intelligence
- Tracking competitor pullbacks
- Identifying sector shifts
- Using loss cost trends
- Benchmarking pricing levels
- Analyzing reinsurer behavior
- Correlating with regulatory focus
- Building predictive models
- Identifying early signals
- Validating assumptions
- Sharing insights strategically
- Acting on foresight
Module 10. Demonstrating Value Beyond Placement
Show impact on capital efficiency, risk concentration, and regulatory posture.
12 chapters in this module
- Connecting underwriting to RBC
- Measuring compliance contribution
- Highlighting risk avoidance
- Documenting strategic alignment
- Presenting to leadership
- Using internal reporting
- Building executive summaries
- Tying outcomes to goals
- Gaining recognition
- Expanding scope
- Influencing policy design
- Advancing career trajectory
Module 11. Managing Regulatory Feedback Loops
Turn examiner comments and internal audits into proactive improvements.
12 chapters in this module
- Reading examiner notes
- Identifying systemic patterns
- Updating evaluation criteria
- Sharing learnings team-wide
- Adjusting risk thresholds
- Improving documentation
- Engaging compliance partners
- Avoiding repeat findings
- Demonstrating progress
- Building credibility
- Informing future placements
- Shaping internal standards
Module 12. Scaling Personal Influence
Extend your methodology across teams and dockets to compound impact.
12 chapters in this module
- Mentoring junior staff
- Creating playbooks
- Standardizing approaches
- Sharing templates
- Building cross-team alignment
- Influencing workflow design
- Driving consistency
- Reducing rework
- Improving audit outcomes
- Gaining reputation as go-to
- Expanding leadership role
- Shaping future of underwriting
How this maps to your situation
- New regulatory cycle begins
- Strategic portfolio review
- Complex renewal in progress
- High-exposure submission under review
Before vs. after
Before
Reactive assignment of files with limited influence on docket composition or strategic alignment
After
Proactive curation of high-margin, compliance-adjacent engagements that position you for greater impact and recognition
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 for integration into regular workflow over 4-6 weeks.
How this compares to the alternatives
Unlike general compliance training, this course is tailored to underwriting specialists using NAIC MAR as a lever to access better-quality engagements. It focuses on practical decision-making, not abstract theory or generic checklists.
Frequently asked
Is this course relevant if I don’t work directly on compliance?
Yes. It’s designed for underwriting specialists who want to use regulatory frameworks like NAIC MAR to their advantage in risk selection and placement strategy.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Does this cover Solvency II or other frameworks?
The focus is NAIC MAR. However, the evaluation methods can be adapted to other frameworks like Solvency II.
$199 one-time. Approximately 3 hours per module, designed for integration into regular workflow over 4-6 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