2022 Application Instructions

About the Scholarship
WSIA offers a scholarship opportunity for the Advanced E&S Lines to qualified applicants employed by a WSIA member firm who is also a member of a designated state surplus line association. 

The scholarship covers tuition, room and board, and includes a travel stipend to offset travel expenses.

About Advanced E&S Lines 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 look at current industry issues and trends and leave with 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.

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.

What Alumni Have to Say

“It is a great opportunity to meet other people in the E&S industry from all over the country. There was emphasis on the broker/underwriter relationships & that helps us better understand each other's perspectives as we work together each day.” – CHERYL BIRCH, NATIONWIDE E&S/SPECIALTY

“I learned how reinsurance works and how it helps my carrier underwriters manage their book of business. The information in each of the program related well. Each instructor was able to give carrier, broker and MGA perspectives on all topics. The
networking opportunity was also valuable. Being mixed up during the sessions gave us a chance to get to know other people and their roles and bring back good information to our core groups.” – STEPHANIE MILLER, ONE GENERAL AGENCY

“[Marcus Payne Advanced E&S] offered a unique insight to how those on the carrier side handle and assess situations and how brokers differ from that. The breakout sessions were great! We had plenty of time to collaborate and problem solve. I have
already shared my experience with many of my colleagues and stressed how informative this [program] was in many ways. For one, having a multitude of carrier personnel helped me, as a broker, understand their thought process and get a better understanding of why they do what they do.” – LAURA LOPEZ LITCHFIELD SPECIAL RISKS, INC.

For more information about the program, please click here.

In 2022, applicants must be employed by a Surplus Line Association of their home state. In addition, the firm you are employed by must be a member of WSIA.

How to Apply
Complete and submit this form to WSIA by September 27, 2022. Your application will be reviewed and applicants will be notified approximately September 30, 2022.

Question Title

* 2. I am also employed by a WSIA member firm.

Question Title

* 3. WSIA Member Firm:

Question Title

* 4. First Name:

Question Title

* 5. Last Name:

Question Title

* 6. Email Address:

Question Title

* 7. Cell Phone:

Question Title

* 8. How many years have you worked in the wholesale and specialty (surplus lines) industry?

Question Title

* 9. Present Job Title:

Question Title

* 10. Highest Level of Education Completed:

Question Title

* 11. Insurance Employment History / Resume

PDF, DOCX, DOC file types only.
Choose File

Question Title

* 12. Briefly describe your present job responsibilities:

Question Title

* 13. Briefly describe why you wish to attend this program.


If you have any questions about completing the WSIA scholarship application, please contact Lindsay Holland at lindsay@wsia.org