Join us for our on-demand version of the highly successful NSIPA Virtual Conference.
The following 1-hour sessions are available on-demand:
PLUS a Bonus Session at no additional cost - Taking Care of You & Those Around You!
An Overview of Surplus Lines
Chris Behymer CPCU, ASLI, CIW, Director of Client Education, Markel Specialty
Property and casualty insurance companies write in excess of $700 billion a year in premium and while most of this total goes to standard or preferred carriers, there is a small percentage that “main street” insurers want nothing to do with. For example:
Liability coverage for special events such as a large concert or marathon race
Property protection for a multi-million dollar building right on the beach in Florida
Cargo coverage for irreplaceable ancient artifacts being transported between exhibitions in different parts of the country
Liability coverage for a newly developed implant to help diabetics live a more normal life.
These are but a few situations where the surplus lines industry responds to the needs of their policyholders. This session will review how this segment of the industry operates and explore some of the reasons why it has been successful over the years.
Topics to be covered include:
The Diverse World of Payroll Records
Karen Cooper, Audit Training Manager, Afirm
As a premium auditor, when conducting a payroll-based audit you will encounter a wide variety of records and reports created by many different accounting programs or outside services. This webinar will provide numerous examples of payroll reports. We will discuss how to identify the payroll information needed when it is presented in so many diverse ways, along with other records needed, such as contract labor or subcontractor costs.
Bonus Session: Taking Care of You & Those Around You!
David Engstrom, PhD, ABPP, FACP, DCMHS, University of Phoenix
Obtaining an Accurate Audit Picture Remotely
Dan Thompson, Field Support Mentor, Lowry & Associates, Inc.
Salina Lau, Field Support Mentor, Lowry & Associates, Inc.
Obtaining an accurate premium audit remotely starts and ends with the process. As with any production line, the management of the process and the efficiency of the systems in place will produce a superior final product. From preparing and sending audit letters, to auditor data import and analysis, to dispute resolution, all systems have to be in place and connected. This webinar will discuss the beginning, middle and end of that process and how that correlates to an auditor being able to obtain an accurate audit picture remotely.
Looking Ahead in 2021 with WCIRB California
Brian Gray, Director, Classification Administration and Education, WCIRB
Calvin Anderson, Business Process Specialist, Classification Administration and Education Division, WCIRB
Learn what the 2021 changes to the California Workers’ Compensation Uniform Statistical Reporting Plan—1995 (USRP) mean to you. We will also summarize the latest COVID-19 information and its impact on the auditing profession as well as discuss how the Test Audit program is addressing COVID-19 rules and recordkeeping requirements. Please submit a question when you register – we will respond directly to you as well as answer the most frequently submitted questions during this presentation.
Premium Fraud in a Virtual World
Eric Jones, AVP Premium Audit, Summit
In this session we will review premium audit red flags and ways to detect, investigate, document and submit your findings for legal and civil review. Tools that can used and creating relationships with other carriers SIU departments as well as law enforcement. Attendees will come away with understanding of red flags that may indicate premium fraud. Actions that may be taken to investigate further and uncover additional evidence. Creating networking opportunities with other SIU units in addition to law enforcement and prosecutors.
Calvin Anderson is a Business Process Specialist in the Classification Administration and Education Division at the WCIRB. He has over 33 years’ experience in the Classification and Test Audit process. His previous positions at the WCIRB include Senior Field Representative, Classification Research Analyst, Assistant Manager, CTA and Quality Assurance Director. In his current position he is responsible for administering the Test Audit Program and assisting the WCIRB field staff to ensure the quality of WCIRB inspections and test audits. In addition to presenting WCIRB Seminars, Calvin frequently speaks to insurers and insurance groups throughout the state to provide training in the Standard Classification System and the application of rules of the California Workers’ Compensation Uniform Statistical Reporting Plan—1995.
David Engstrom, Ph.D., DMHCS is a full-time Core Counseling faculty member at the University of Phoenix. He earned his PhD at the University of Southern California. He is a licensed Psychologist in Arizona and Diplomate of the American Mental Health Counseling Association in Integrated Behavioral Health.
Chris Behymer received his Bachelor of Business Administration degree from the University of Wisconsin-Madison with majors in Risk Management and Insurance and Marketing in December of 1976. Since entering the industry in January of 1977, he has held a variety of underwriting, marketing, and training positions for both standard and excess and surplus lines insurance companies. His current title is Director, Client Education for Markel and is based in Scottsdale, Arizona. His responsibilities include managing Markel’s continuing education (CE) program on a national basis. Chris is also a member of the Adjunct Faculty team at Rio Salado College in Tempe, AZ. He teaches four online insurance courses for the college has been involved with Rio since 1980. Chris has developed and lead classes for a variety of insurance industry groups including the Wholesale & Specialty Insurance Association (formerly AAMGA University), state Independent Agents Associations, and a number of Surplus Line Associations around the country. He served as the Director of the Education for the Arizona Chapter of CPCU from 1994 to 2011 and has been an active member of the Society of Insurance Trainers and Educators (SITE) since 1990. He has also served on the Education Committee for the AAMGA/WSIA University since 1995.
Karen Cooper has been one of two audit training managers at AFIRM since March of this year. Prior to that, she worked as a reviewer/CA tech support/CA test audit specialist for approximately three years. Karen came to AFIRM as an auditor back in 2008. She worked in the field for ten years as an auditor in California. Her past bookkeeping skills were what caused her to become interested in auditing. Being able to interact with others and the satisfaction of completing a quality audit is what developed her love for being an auditor. The challenges of determining why an audit may not balance as well as finding methods to verify exposure is being properly classed based on discussions held with insured, was how that satisfaction was achieved. In this day of having to complete audits remotely/virtually, the challenge of completing audits and meeting this criteria is even more complex! This course will offer some tips and advice on how to request and obtain the information you need to provide a quality audit.
Brian Gray is the Director, Classification Administration and Education for the WCIRB. Mr. Gray joined the WCIRB in 1987 and has over 30 years direct experience in the application of the California Workers' Compensation Uniform Statistical Reporting Plan—1995 (USRP). His previous positions with the WCIRB include Director, Classification Research, Field Representative, Classifier/Test Audit Reviewer, Classification Research Analyst, Manager of the Policy Examination Department, and Quality Assurance Director in the WCIRB’s Classification and Test Audit Department.
Nick Holdridge is an Associate Vice President - Western States for AFIRM. Nick is also the President-Elect, NSIPA Board of Directors, and the Chair of the 2020 Annual Seminar. Nick has been in the Industry for 15 years. Starting out performing premium audit. 3 years into his career he moved onto the quality review team where established skills for quality and timeliness. Over the next few years he moved into a management role within Afirm, managing the physical operations on the east coast and phone center operations. Nick is currently the operations AVP of Afirm over the West coast operations. Nick has a passion for premium audit and enjoys the challenges of the industry. Nick has served as President of both his local and regional chapters (RMIAA, IAAW). Outside of Afrim he enjoys spending quality time with his 3 children (Brodie, Carter, Noah), coaching youth sports, fishing, camping and the occasional golf outing.
Eric Jones is currently the AVP of premium audit at Summit a regional monoline workers' compensation company headquartered in Lakeland, Florida. Eric began his career at Summit in 2003 as the corporate trainer. In 2004 Eric transitioned to premium audit the assistant manager and took over the premium fraud unit. In 2008 Eric was promoted to oversee the premium audit department. Eric sits on the PAAS Premium Fraud Committee and is Chairman of the Premium Fraud Task Force in Florida. Eric has a masters degree in educational leadership from Nova Southeastern University.
Salina Lau is currently a Field Support Mentor for Lowry & Associates, Inc. As a field support mentor she is responsible for providing extensive mentoring, training, learning and development and support for physical, virtual and phone auditors. Over the past 20 years she has held several different positions throughout her career including loss control, quality reviewer, physical auditor, supervisor and manager of Premium Audit. All of which has contributed to her auditing experience. She is a graduate of Cal State Northridge with a degree in Business.
Sally Nesmith, CIC, APA, After graduating from Davenport University in Grand Rapids, Michigan, Sally moved to South Bend, Indiana where she started her insurance career. She lived in Louisiana for 27 years and worked as a professional liability underwriter, as an Estate Manager for the Department of Insurance, as Accountant and later as the Director of Client Services for the Louisiana Home Builders SIF and finally for LWCC as the Associate Vice President of Insurance Operations. Sally moved to Northwest Arkansas in the spring of 2015 and started working with Premium Audit Advisory Service (PAAS) as the Technical Manager of Education. Sally has held her CIC designation since 1992 and obtained the APA designation in 2017, and is working to complete the CPCU designation by the spring of 2021. She was awarded the Baton Rouge Associate of the Year from PIA.
Dan Thompson is a Field Support Mentor for Lowry & Associates, Inc. After graduating from Southern Utah University in 2008, Dan began working with Lowry & Associates as a premium auditor. He has also worked as a premium audit manager and then returned to Lowry & Associates in 2018 where he helps to train, teach and coach premium auditors as a Field Support Mentor. Dan enjoys helping auditors to learn and grow within the industry, and focuses his support toward emphasizing the “why” we do what we do.
Six On-Demand Sessions
NSIPA Member - Just $99
Non-Member - $129
Cancellation, Substitution & Refund Policy
There are no cancellations, substitutions or refunds for the on-demand sessions of the Virtual Conference.
When entrepreneur Fred Lowry Sr. formed Lowry & Associates, Inc., in 1989, he did so with the determination to build the most experienced and well-trained audit staff in the industry. We aim to be the premier insurance provider in the areas we service. Today, with over 30 years’ experience, Lowry & Associates, Inc., has become an industry leader in physical, virtual, and phone auditing as well as loss control surveys. We provide phone and virtual audit services to all 50 States. Our physical auditors and surveyors service Utah, Colorado, Idaho, Washington, Oregon, Montana, Arizona, New Mexico, Nevada, California and select locations in Texas.
Contact: Fred Lowry, Jr, firstname.lastname@example.org
Headquartered in Hopkins, MN, Information Providers, Inc. (IPI) began business in 1996, when the owner [and CEO] founded the company on the notion that customers prefer to do business with a focused and dedicated service provider. Since then, our company has grown to over 430 employees. Information Providers, Inc. is a leading provider of Property & Casualty and Premium Audit information services, serving insurance companies throughout our multi-regional coverage area.
IPI is one of the few national companies in the country utilizing an employee based field force. We maintain a regional network of service offices, a central processing center, and field personnel dedicated to delivering accurate, high quality information to our clients.
As we grow, our focus never shifts from the values that have helped us successfully serve our clients and partners for almost three decades. The history that we share with our communities keeps us focused on what matters most.
Contact: Jeanne Arnold, JArnold@useipi.com
We build partnerships regionally and nationally between our clients and Premium Audit, Loss Control and Collection Companies. We match your requirements with the best servicing vendor.
President Bob Montgomery has a BS degree from Texas Tech and an MBA from TCU. Professionally his career includes 20+ years of Marketing and Sales, in addition to 15 years Management experience in commercial insurance services.
Contact: Bob Montgomery, email@example.com
When it comes to Risk Mitigation, Loss Control and Premium Audits, you demand nothing less than the exceptional. Established in 1988, Afirm has grown from a small regional company to a nationwide provider of services within the industry. Our expertise and precision place us strongly at the forefront of commercial insurance.
Serving insurance institutions throughout North America, Afirm continually introduces and offers innovative solutions. Whether we partner with your company as an outsourced department, provide your employees with comprehensive training and software tools, or write traditional reports, Afirm is equipped to handle it all. We work with you to understand your needs and identify deficiencies within the industry for which we can offer new options.
Contact Jon Kovach, firstname.lastname@example.org
MountainCreek Solutions was founded in August 2019 by the former owners of ISI Insurance Services. Michael and Alan George have a combined 40 + years’ experience in the industry providing our customers with impeccable customer service. Our expertise and attention to detail separates MountainCreek Solutions from the rest of the industry. MountainCreek Solutions is proud to provide premium audit and loss control services Nationwide.
At MountainCreek Solutions, you can always count on us providing you with excellent customer service and quick response time. We pride ourselves in making sure we are getting our customers an answer as quick as possible. MountainCreek Solutions uses our own propriety software that was developed from the ground up to allow for a streamlined efficient audit and loss control process. At MountainCreek Solutions we are not just a vendor company but a partner in achieving your loss control and premium audit goals. We look forward to talking with you and earning your business.
Contact Michael George, email@example.com
Founded in 1945, NEIS has a long history of putting our customers first to provide the services they need. That's why many of our clients consider us their first choice when it comes to premium audit and loss control. We are a leader when it comes to meeting time-sensitive completion dates, a requirement for many of our client's programs. The NEIS team of employee professionals has the experience and knowledge to deliver those services with the highest standard of quality.
Contact George Tomljanovic, firstname.lastname@example.org