A tailored course, built for your situation
Mandate to Sign Off on Solvency II Filing Packages Without Escalation
Own the final validation of technical filings with confidence, clarity, and documented authority
$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 insurance compliance practitioners who operate near formal decision points but lack documented authority to close reviews independently
Who this is not for
Entry-level analysts, external auditors, or professionals outside insurance-specific regulatory reporting
What you walk away with
- Final approval rights on Solvency II technical filings documented in internal control logs
- Standardized validation playbook accepted by peer reviewers and control owners
- Reduction in escalations from downstream teams by at least 60%
- Recognition as primary validator in quarterly Solvency II cycles
- Confidence to push back on incomplete or misaligned submissions using framework-backed criteria
The 12 modules (with all 144 chapters)
Module 1. Understanding the Solvency II Filing Lifecycle
Map end-to-end flow from data sourcing to submission, identifying key control points where sign-off authority is earned.
12 chapters in this module
- Data sources for QRTs
- Validation thresholds for technical provisions
- Actuarial input review gates
- Internal audit handoff timing
- Time-series consistency checks
- ORSA linkage points
- Group vs. subsidiary reporting lines
- EIOPA template version tracking
- Filing calendar dependencies
- Peer reviewer expectations
- Documentation completeness criteria
- Version control for final packages
Module 2. Ownership of Filing Completeness
Establish personal accountability for complete submissions using traceable validation steps.
12 chapters in this module
- Checklist for final review
- Sign-off delegation logs
- Cross-team readiness signals
- Escalation avoidance triggers
- Control owner sign-in process
- Status reporting conventions
- Version freeze procedures
- Change impact during freeze
- Metadata tagging standards
- File naming and access rights
- Audit trail retention
- Handover documentation pack
Module 3. Validation of Technical Provisions
Verify actuarial outputs against Solvency II requirements with precision and repeatability.
12 chapters in this module
- Best estimate methodology review
- Risk margin calculation check
- Volatility adjustment validation
- Matching adjustment eligibility
- Look-through of fund exposures
- Currency translation rules
- Prudent person principle check
- Asset-liability matching gates
- Duration gap thresholds
- Stress test triggers
- Market value adjustments
- Sensitivity analysis inputs
Module 4. Quality Assurance of QRTs
Ensure Quantitative Reporting Templates meet EIOPA standards before submission.
12 chapters in this module
- QRT C01.01 validation
- QRT C05.01 completeness
- QRT S.05.01 accuracy
- QRT S.12.01 logic check
- QRT S.17.01 data flow
- QRT S.23.01 boundary rules
- QRT S.26.01 segmentation
- QRT S.27.01 matching
- QRT S.30.01 thresholds
- QRT S.33.01 exposure calc
- QRT S.35.01 aggregation
- QRT S.36.01 derivative netting
Module 5. Documentation for Regulatory Review
Build audit-ready narratives and supporting evidence packs for external scrutiny.
12 chapters in this module
- Narrative for QRT discrepancies
- Footnotes for material deviations
- Assumptions register
- Changes from prior period log
- Sign-off trail documentation
- External auditor Q&A prep
- Regulator follow-up triggers
- Internal challenge protocol
- Evidence file structure
- Version comparison method
- Error categorization schema
- Remediation tracking log
Module 6. Internal Control Framework Alignment
Link filing decisions to SOX 404 controls and internal audit expectations.
12 chapters in this module
- SOX control mapping
- Segregation of duties check
- Reviewer independence verification
- Change approval workflow
- System access reviews
- Sign-off in documented logs
- Exception handling trail
- Reconciliation completeness
- Manual override documentation
- Data lineage verification
- Input validation rules
- Output certification process
Module 7. Peer Escalation Prevention
Anticipate and resolve cross-functional friction before it becomes a formal pushback.
12 chapters in this module
- Early warning signs of dispute
- Pre-submission peer review
- Control owner feedback loop
- Data source agreement process
- Methodology alignment session
- Discrepancy resolution path
- Escalation threshold definition
- Consensus tracking log
- Neutral party referral
- Cross-team lead sync
- RACI for filing inputs
- Decision ownership clarity
Module 8. Sign-Off Authority Documentation
Formalize decision rights in internal control systems and compliance records.
12 chapters in this module
- Process owner registry
- Delegation of authority policy
- Control log updates
- Annual validation of rights
- HR role mapping
- System access alignment
- Audit evidence package
- Reviewer recognition protocol
- Leadership endorsement
- Succession planning
- Training record linkage
- Compliance attestation
Module 9. Efficiency in Filing Cycles
Reduce rework and accelerate timelines using structured review patterns.
12 chapters in this module
- First-pass accuracy goal
- Pre-validation checklist
- Automated data checks
- Error clustering analysis
- Feedback loop reduction
- Cycle time tracking
- Bottleneck identification
- Peer dependency mapping
- Resource alignment
- Calendar milestone guardrails
- Contingency buffer rules
- Final handoff protocol
Module 10. Traceability and Audit Readiness
Ensure every decision can be reconstructed under external scrutiny.
12 chapters in this module
- Decision rationale capture
- Email vs formal record
- Version-controlled notes
- Timestamped logs
- Reviewer sign-in process
- Change tracking setup
- Folder structure standard
- Access control audit
- Searchable archive setup
- Metadata tagging
- Retention period rules
- Destruction protocol
Module 11. Cross-Functional Influence
Strengthen standing with actuarial, finance, and internal audit teams.
12 chapters in this module
- Credibility through consistency
- Peer review invitation
- Request for input protocol
- Feedback incorporation
- Joint problem solving
- Neutral facilitator role
- Cross-team recognition
- Leadership visibility
- Mentorship opportunities
- Succession readiness
- Knowledge transfer plan
- Reputation tracking
Module 12. Sustaining Mandate Over Time
Keep authority intact through leadership changes and regulatory updates.
12 chapters in this module
- Regulatory change monitoring
- Internal policy update cycle
- Training for new staff
- Control framework refresh
- Lessons learned log
- Annual rights confirmation
- Leadership transition protocol
- External benchmark tracking
- Peer network engagement
- Skills refresh schedule
- Audit preparation cycle
- Status reporting cadence
How this maps to your situation
- When a QRT package comes to your desk for final validation
- When peer teams submit incomplete or inconsistent data
- When audit findings reference filing controls
- When leadership asks who owns final accuracy
Before vs. after
Before
Waiting for approvals, rework loops, unclear ownership, deferred decisions
After
Clear authority to close reviews, fewer escalations, trusted validator status
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 access.
Time investment: Approximately 3.5 hours of focused work across 12 modules, designed to fit around production deadlines.
If nothing changes
Continuing to operate without documented sign-off rights risks being bypassed in favor of more formalized roles, especially as AIG strengthens internal controls under ongoing regulatory scrutiny.
How this compares to the alternatives
Unlike generic Solvency II overviews, this course focuses on the specific gap between technical competence and formal decision rights , giving you documented ownership of filing accuracy, not just familiarity with templates.
Frequently asked
Is this course specific to AIG’s internal processes?
No , it focuses on universal control patterns and documentation standards that apply across insurers. You adapt the templates to your environment.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Will this help me get promoted?
It’s not about titles , it’s about being recognized as the person who owns final accuracy. That visibility often leads to advancement.
$199 one-time. Approximately 3.5 hours of focused work across 12 modules, designed to fit around production deadlines..
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