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
     

    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  
    3:30 p.m. - 4:45 p.m. Registration & Room Check-In
      Hilton Hotel Lobby
       
    5:30 - 6:15 p.m.  Opening Reception
      Lobby - E.P. Newman Center
       
    6:15 - 7:30 p.m.  Dinner 
      Great Room B - E.P. Newman Center
       
    7:30 - 8:30 p.m.  Opening Comments and Introductions
      Great Room B - E.P. Newman Center
       
    8:30 - 9:15 p.m. Hospitality
      Lobby - E.P. Newman Center
       
    Monday, November 8  
    7:00 - 7:55 a.m.  Breakfast Buffet 
      Great Room B - E.P. Newman Center 
       
    8:00 - 10:00 a.m. The Broker/Underwriter Relationship Pt. 1
      Presented by Wendy Houser
      Seminar Room B - E.P. Newman Center
       
    10:00 - 10:05 a.m. Break
       
    10:05 - 11:40 a.m.  The Broker/Underwriter Relationship Pt. 2 
      Creating Surplus Lines Customer Value 
      Presented by Wendy Houser and Jacey Norberg
      Seminar Room B - E.P. Newman Center
       
    11:40 a.m. - 12:00 p.m. The Broker/Underwriter Relationship Q&A 
      Presented by Wendy Houser and Jacey Norberg 
      Seminar Room B - E.P. Newman Center

     
    12:00 - 12:05 p.m.  Group Photo 
      Lobby - E.P. Newman Center 
       
    12:05 - 12:55 p.m. Luncheon Buffet
      Great Room B - E.P. Newman Center 
       
     1:00 - 3:00 p.m. The Devil's in the Details 
      Presented by Andrew Forstenzer 
      Seminar Room B - E.P. Newman Center
       
    3:00 - 3:15 p.m. Break 
       
    3:15 - 5:15 p.m. Avoiding the Sting 
      Presented by TBD
      Seminar Room B - E.P. Newman Center 
       
    6:30 - 8:00 p.m. Drinks & Casual Dinner (off-property) 
      Tom's Bar and Grill
       
    Tuesday, November 9  
    7:00 - 7:55 a.m. Breakfast Buffet 
      Great Room B - E.P. Newman Center
       
    8:00 - 10:00 a.m. Reinsurance in the Specialty Marketplace 
      Presented by Steve Eilers
      Seminar Room B - E.P. Newman Center
       
    10:00 - 10:15 a.m.  Break 
       
    10:15 a.m. - 12:15 p.m. Conquering Financial Statements 
      Presented by Lee Sjostrom
      Seminar Room B - E.P. Newman Center
       
    12:15 - 1:00 p.m. Luncheon Buffet
      Great Room B - E.P. Newman Center
       
    1:00 - 3:15 p.m. The Claims Experience 
      Presented by Steve Kelly
      Seminar Room B - E.P. Newman Center
       
    3:15 - 3:30 p.m. Break 
       
    3:30 - 5:00 p.m. Executive Panel 
      Panelists TBD

    Mike Miller, Ategrity Specialty Insurance Company, Moderator
    Seminar Room B - E.P. Newman Center
       
     5:15 - 7:30 p.m. Reception & Heavy Hors d'oeuvres with Executive Panel 
      Lobby - E.P. Newman Center 
       
    Wednesday, November 10  
    7:00 - 7:55 a.m.  Breakfast Buffet 
      Great Room B - E.P. Newman Center
       
    8:00 - 10:45 a.m. Liverpool Case Study 
      Presented by Mike Miller
      Seminar Room B - E.P. Newman Center
       
    10:45 - 11:00 a.m. Final Evaluations, Certificate Presentation & Departure 
      Seminar Room B - E.P. Newman Center 
       
       

    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.