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Excess & Surplus/Wholesale

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Excess and Surplus Lines - Doing Business Well in a Hard Market

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Full description coming soon.

Attend Live March 21, 2024

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The E&O of E&S: Avoiding the Pitfalls of the Surplus Market

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When the market is hard or the risk is hard to place, the surplus lines market is often a viable alternative to placing a risk with an admitted carrier. That isn't to say that it isn't complicated. It's very complicated. It's not like picking between two personal auto carriers, whose rates and forms are so similar that they would require hours of painstaking review to determine the differences. Join us as Chris Burand brings his take on working with the surplus lines carriers and brokers and what the implications for an agency might be.

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Getting Out of the Box: Working With E&S Carriers and Brokers

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Working with E&S carriers and brokers is not just business as normal, nor is it so out of bounds that the retail agent should be scared away from doing it. Approaching an E&S carrier is potentially a viable option as the market hardens for each line of business. Risks that would normally be placed with an admitted carrier may entertain an E&S quote. Join us as Casey Roberts brings this timely session.

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Broker Beware - The Latest Coverage Decision that Could Get You Sued

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When agents and brokers sell based on how an insurance company responds with fair coverage language, you cannot be beaten. Over the last five years, over 280 appellate decisions have come down either expanding coverage or, more frequently, narrowing the scope of coverage dramatically. As is often said, the devil is in the details, which is exactly what this class will examine. This course will examine specific appellate decisions with respect to language in specialty line policies that can create error and omission claims for insurance brokers. Join us as Fred Fisher brings helps us to understand what recent court decisions may mean to us and how we can avoid these suits altogether.

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Trends in the Surplus Lines Industry 2023

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What's going on in the surplus lines world? Is it still the wild-west or does it calm down sometimes? Are prices on the rise? Is that market hardening, like others are? Join us as Chris Behymer helps us to understand the surplus lines sector better.

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Trends in the Surplus Lines Industry

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Let's face it. Hard markets come and soft markets go, but no matter how loose or tight the underwriting guidelines get, there will always be risks that the standard market will look at and reject. They are too out of the box, too new, or too far from their underwriting appetite. Effective use of the surplus lines marketplace can increase revenues and assist in retaining key clients. Join us as Chris Behymer helps us to understand what's going on in this vital segment of the insurance marketplace.

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How to Work with Wholesale Brokers

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So who do wholesale brokers work for? That's the question we plan to answer in this session. Join us as Fred Fisher cuts through the mythology surrounding the role of the wholesale broker and helps us to better work with those in that space.

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Role of The Wholesale Agent

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As risks become more complex and the underwriting of less complex risks becomes more automated, the role of the wholesale agent becomes more important.


Join Richard Faber as he guides us through the role of the wholesale agent in the 21st-century insurance market.

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Professional and Management Liability Coverage for Small Business

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Join us as Joe Harrington help us deal with real professional liability coverage issues.

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Claims Made and Professional Liability Endorsements

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Join us as Fred Fisher helps us understand which endorsements we need to seek to add to our customers' professional liability policies. These endorsements will help us to fill coverage gaps for our customers.

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