For senior managers
AI integration phases · executive summary
Four gated phases across 36 months at a specialty carrier: industry position, competitor deployments, economics, and regulatory gates.
integration-phases.htmlPrompted Lines standalone pages
The rest of Prompted Lines includes the capability ladders, agent timeline, integration phases, costs and value analysis, evidence receipts, and project background.
Timeline · integration phases · Capability ladders · Costs & value · Evidence · AboutNAIC · Artificial Intelligence topic page
The regulator's own framing; includes the Model Bulletin text and state adoption map.
content.naic.org/insurance-topics/artificial-intelligenceNIST AI Risk Management Framework + Generative AI Profile
The scaffolding for a defensible governance program; the NAIC bulletin explicitly echoes it.
nist.gov/itl/ai-risk-management-frameworkNAIC Model Bulletin adoption map (PDF)
Which states have adopted; useful for board reporting.
content.naic.org · adoption map PDFNAIC Big Data and Artificial Intelligence (H) Working Group
Where the AI Systems Evaluation Tool (examination framework; 12-state pilot through Sept 2026) is being developed. Watch this page.
content.naic.org/committees/h/big-data-artificial-intelligence-wgQuarles & Brady · state adoption summary
Readable legal summary: "Nearly Half of States Have Now Adopted NAIC Model Bulletin."
quarles.com · adoption summaryVendor trust documentation
For procurement conversations about data retention and training terms.
trust.anthropic.com · trust.openai.comFor actuaries: structured learning
SOA Research Institute · "A Primer on Generative AI for Actuaries" (2024)
The best zero-background starting point written for this profession.
soa.org · Generative AI primerSOA Research Institute · "Operationalizing LLMs" (2025)
Practical guide: comparing providers, prompt engineering, deployment, risk and governance. Listed on the SOA AI research index below.
soa.org · AI research indexCAS · AI Tools and Resources hub
P&C-specific research plus the AI Fast Track On-Demand program (hands-on ML and GenAI skills for actuaries). The most relevant body for P&C practitioners; life/health actuaries should lean on the SOA materials above.
casact.org · AI tools and resourcesSOA PD recording · "Generative AI for Actuaries" (Jan 2025)
One-hour video version of the primer material; good lunch-and-learn seed.
soa.org · recordingDeepLearning.AI short courses
Free, 1–2 hours each: prompt engineering, building with APIs, RAG. The fastest path from zero to API-literate for Stages 2–4 of the learning path.
deeplearning.ai/coursesFor actuaries: hands-on reference
Anthropic documentation & prompt-engineering guide
Vendor docs, but the prompting and evaluation guidance generalizes.
platform.claude.com/docsOpenAI Cookbook
Worked code examples for structured extraction, RAG, and evals.
developers.openai.com/cookbookAmerican Academy of Actuaries · professionalism resources
For ASOP-facing questions on data quality, modeling, and communications.
actuary.orgStanding intelligence: assign an owner, check quarterly
| What to watch | Why |
|---|---|
| NAIC Big Data & AI Working Group outputs | AI Systems Evaluation Tool pilot ends Sept 2026 → likely exam-standard rollout |
| Domiciliary and top-premium states' DOI bulletins | Adoption list is still growing; some states customize requirements |
| Colorado DOI algorithm/data-governance rulemaking | Bellwether for quantitative testing requirements spreading to other lines and states |
| SOA / CAS AI research index pages | New practical guides appear every few months |
| Model provider release notes | Model version changes can silently alter pipeline behavior; re-run evals on upgrade |