Marcus Payne Advanced E&S

June 13-16, 2027 • Chicago, IL
For E&S professionals with 5-15 years of surplus lines industry experience




About the Program

WSIA's Marcus Payne Advanced E&S participants will enhance their understanding 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, learning alongside top industry professionals who bring years of experience and expertise. Participants will look at current industry issues and trends and leave ready to apply new skills immediately to strengthen any business. 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, with an emphasis on hands-on learning. Marcus Payne Advanced E&S and Excess & Surplus Lines will be hosted concurrently in Chicago, IL at the Gleacher Center. All networking opportunities will be held together, including a Cocktail Cruise to enjoy the beautiful Chicago skyline!

Watch a short video to learn more about Marcus Payne Advanced E&S and what past participants have to say about their experiences. 

Learn more about Marcus Payne Advanced E&S in the informational program brochure. 

Who Should Attend

The Marcus Payne Advanced E&S program is designed for insurance professionals with 5-15 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

• The 2026 program is currently sold out. If you would like to be placed on a waitlist in the event of cancellations, please complete this form. 
• Registration is $1,950 per participant and includes hotel accommodations.
• Contact Lindsay Holland, [email protected], with any questions. 

2027 Schedule 

*Schedule details are tentative and subject to change.

• Sunday at Loews Hotel - Opening Events, Registration and Hotel Check-in 
• Monday-Wednesday at Gleacher Center - Classroom sessions will be located in room 300 and meals will be located in room 350

Sunday, June 13

4:00 - 6:00  p.m.		Hotel Check-In/On-site Registration/Reception Loews Chicago Hotel, Rooftop Terrace (3rd floor)
6:00 - 8:00 p.m.		Opening Program and Dinner Loews Chicago Hotel, Wright Ballroom
8:00 - 9:00 p.m.		Reception Loews Chicago Hotel

Monday, June 14

7:00 - 8:00 a.m.		Breakfast Buffet
8:00 - 9:45 a.m.		The Broker/Underwriter Relationship Jacey Norberg, Risk Placement Services
9:45 - 10:00 a.m.		Break
10:00 a.m. - Noon		Creating Surplus Lines Customer Value Jeff Fields, Markel
Noon - 1: 00 p.m.		Luncheon Buffet
1:00 - 1:45 p.m.		Broker/Underwriter Relationship and Creating Customer Value Q&A Jeff Fields, Markel Jacey Norberg, Risk Placement Services
1:45 - 2:00 p.m.		Break
2:00 - 4:00 p.m.		Reinsurance in the Specialty Marketplace Kent Larson, Gen Re  Eric Mutch, Gen Re
4:30 - 7:00 p.m.		Chicago Cocktail Cruise, Navy Pier Reception and Hors d’oeuvres Boarding begins at 4:45 and cruise departs at 5:00 p.m.

Training Location

Gleacher Center
450 Cityfront Plaza Dr.
Chicago, IL 60611 

Hotel Accommodations

Loews Chicago Hotel 
455 N Park Dr.
Chicago, IL 60611
 

Reserving your hotel room is the responsibility of the attendee. The cost of your hotel reservation is included in your registration fees. If you do not secure a room, one will not be reserved for you. Nights booked outside of the program dates are the responsibility of the attendee.
If you have any questions regarding hotel rooms, please reach out to Lindsay Holland, [email protected].

Marcus Payne Advanced E&S Topics

• The Broker/Underwriter Relationship - Explore the dynamics 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.
• The Devil’s in the Details - Review standards and procedures to reduce errors and omissions exposures.
• Avoiding the Sting - Understand the regulatory arena to prevent unintended consequences of non-compliance. 
• 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 gain tips to better understand them.
• The Claims Experience - Look at the surplus lines claims process, coverage and liability issues.

What Alumni Have to Say

Marcus Payne Advanced E&S Cancellation Policy

• Registrants can receive a full refund, less a $50 fee for processing, if the request is made six weeks in advance of the program.
• Registrants can receive a 50% refund between four and six weeks in advance of the program.
• No refund is offered less than four weeks in advance of the program. 
• Should you cancel, you will have a limited time opportunity to substitute someone else at your firm as an alternative to the above refund policy.
• All requests must be made in writing to Lindsay Holland, [email protected].