Marcus Payne Advanced E&S
November 7-10, 2021 • St. Louis, MO
For E&S professionals with multiple years of surplus lines industry experience
About the Program
WSIA's Marcus Payne Advanced E&S curriculum consists of wholesale distribution issues and best practices, industry regulatory issues, marketing, the claims process, and the reinsurance impact upon the wholesale, specialty and surplus lines industry from top industry professionals who bring years of experience and expertise. Participants will look at current industry issues and trends and learn comprehensive information to apply immediately to strengthen any business. Networking and interacting with peers is also a valuable component of this program.
Wholesale, specialty and surplus lines industry executives serve as instructors, and the program includes a variety of self-directed learning tools such as study groups, case studies, student led presentations, panels and informal networking sessions. Marcus Payne Advanced E&S curriculum places a primary emphasis on hands-on learning. Read more about Advanced E&S in the
informational program brochure.
Watch a short video to learn more about Marcus Payne Advanced E&S and what past participants have to say about their experiences.
Who Should Attend
The Marcus Payne Advanced program is designed for insurance professionals with multiple years of experience in the surplus lines industry. Past participants of WSIA's Excess & Surplus Lines program are strongly encouraged to attend.
Completion of the WSIA Excess & Surplus Lines program is not a prerequisite.
Registration and Fees
- Registration for the 2021 Marcus Payne Advanced E&S opens in August 2021. If you would like to be placed on a waitlist for the 2021 program, click here.
- Registration cost is $1,450 per participant.
- Any questions regarding registration may be directed to Denise Marshall, denise@wsia.org.
What Alumni Have to Say
Read feedback from past attendees about their experiences at Marcus Payne Advanced E&S.
Marcus Payne Advanced E&S Topics
- The Broker/Underwriter Relationship* - Discuss the dynamics in the placement of business between excess and surplus lines company underwriters and transactional brokers.
- Creating Surplus Lines Customer Value - Discuss the key elements of evaluating new appointments, and how to develop existing business relationships beyond account specific transactions between surplus lines brokers and carriers.
- The Devil’s in the Details* - Review standards and procedures to reduce errors and omissions exposures.
- Avoiding the Sting* - Recognize scams in the nonadmitted market and gain an overview of Stamping Offices with an update on key surplus lines regulatory issues.
- Reinsurance and the Specialty Marketplace* - Learn about current issues, trends and the impact of reinsurance on the marketplace.
- Conquering Financial Statements* - Review key financial metrics for brokers and carriers, overall surplus lines industry financial results, and tips to understand financial information.
- The Claims Experience* - Look at the surplus lines claims process, coverage and liability issues.
* CE credits approved
2021 WSIA Continuing Education Credit Disclosure
The program is filed for Continuing Education credit in the following states:
Alabama
Florida
Massachusetts
New York
Virginia |
Arizona
Georgia
Missouri
Pennsylvania
Washington |
California
Illinois
North Carolina
Tennessee
Wisconsin |
Colorado
Maine
New Jersey
Texas
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For states not listed, WSIA is happy to request CE in those specific states. Requests must be made in writing by registered attendees of the program no fewer than 60 days prior to start of the course. While WSIA cannot guarantee states outside of the above list will approve a course for CE in time for the program, 60 days is generally the time length for most states to complete the certification process.
2021 Executive Panel
The executive panelists for the 2021 program to be announced.
Schedule of Events
A tentative schedule for the 2021 program is below. Events are scheduled in Central Time (CT). Details to be announced soon.
Sunday, November 7 |
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3:30 p.m. - 4:45 p.m. |
Registration & Room Check-In |
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Hilton Hotel Lobby |
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5:30 - 6:15 p.m. |
Opening Reception |
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Lobby - E.P. Newman Center |
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6:15 - 7:30 p.m. |
Dinner |
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Great Room B - E.P. Newman Center |
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7:30 - 8:30 p.m. |
Opening Comments and Introductions |
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Great Room B - E.P. Newman Center |
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8:30 - 9:15 p.m. |
Hospitality |
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Lobby - E.P. Newman Center |
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Monday, November 8 |
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7:00 - 7:55 a.m. |
Breakfast Buffet |
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Great Room B - E.P. Newman Center |
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8:00 - 10:00 a.m. |
The Broker/Underwriter Relationship Pt. 1 |
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Presented by Wendy Houser |
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Seminar Room B - E.P. Newman Center |
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10:00 - 10:05 a.m. |
Break |
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10:05 - 11:40 a.m. |
The Broker/Underwriter Relationship Pt. 2 |
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Creating Surplus Lines Customer Value |
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Presented by Wendy Houser and Jacey Norberg |
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Seminar Room B - E.P. Newman Center |
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11:40 a.m. - 12:00 p.m. |
The Broker/Underwriter Relationship Q&A |
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Presented by Wendy Houser and Jacey Norberg |
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Seminar Room B - E.P. Newman Center |
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12:00 - 12:05 p.m. |
Group Photo |
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Lobby - E.P. Newman Center |
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12:05 - 12:55 p.m. |
Luncheon Buffet |
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Great Room B - E.P. Newman Center |
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1:00 - 3:00 p.m. |
The Devil's in the Details |
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Presented by Andrew Forstenzer |
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Seminar Room B - E.P. Newman Center |
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3:00 - 3:15 p.m. |
Break |
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3:15 - 5:15 p.m. |
Avoiding the Sting |
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Presented by TBD |
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Seminar Room B - E.P. Newman Center |
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6:30 - 8:00 p.m. |
Drinks & Casual Dinner (off-property) |
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Tom's Bar and Grill |
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Tuesday, November 9 |
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7:00 - 7:55 a.m. |
Breakfast Buffet |
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Great Room B - E.P. Newman Center |
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8:00 - 10:00 a.m. |
Reinsurance in the Specialty Marketplace |
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Presented by Steve Eilers |
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Seminar Room B - E.P. Newman Center |
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10:00 - 10:15 a.m. |
Break |
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10:15 a.m. - 12:15 p.m. |
Conquering Financial Statements |
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Presented by Lee Sjostrom |
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Seminar Room B - E.P. Newman Center |
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12:15 - 1:00 p.m. |
Luncheon Buffet |
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Great Room B - E.P. Newman Center |
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1:00 - 3:15 p.m. |
The Claims Experience |
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Presented by Steve Kelly |
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Seminar Room B - E.P. Newman Center |
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3:15 - 3:30 p.m. |
Break |
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3:30 - 5:00 p.m. |
Executive Panel |
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Panelists TBD
Mike Miller, Ategrity Specialty Insurance Company, Moderator
Seminar Room B - E.P. Newman Center |
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5:15 - 7:30 p.m. |
Reception & Heavy Hors d'oeuvres with Executive Panel |
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Lobby - E.P. Newman Center |
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Wednesday, November 10 |
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7:00 - 7:55 a.m. |
Breakfast Buffet |
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Great Room B - E.P. Newman Center |
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8:00 - 10:45 a.m. |
Liverpool Case Study |
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Presented by Mike Miller |
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Seminar Room B - E.P. Newman Center |
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10:45 - 11:00 a.m. |
Final Evaluations, Certificate Presentation & Departure |
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Seminar Room B - E.P. Newman Center |
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Marcus Payne Advanced E&S Cancellation Policy
- Registrants can receive a full refund, less a $50 fee for processing, if the request is made by September 27.
- Registrants can receive a 50% refund between September 28 and October 11.
- No refund is offered after October 11.
- Should you cancel after September 27, you will have a limited time opportunity to substitute someone else at your firm as an alternative to the above refund policy.
- All cancellation requests must be made in writing to Denise Marshall, denise@wsia.org.