Insurance Professionals Make Climb to Vail Jan. 26-29

January 3, 2005

Nestled amidst the snow-capped peaks surrounding Colorado’s Vail Mountain Resort, a select group of insurance professionals will be gathering Jan. 26-29 to develop the strategy and means to generate higher profits, greater income and new available markets/programs.

The annual Peak Performance Conference makes for one of the industry’s more unique networking events due to the intimate atmosphere and limited attendance level. Currently, there is only room for 10 more registrants before the maximum cutoff of 75-attendees.

Despite the self-limited number of participants, the Peak Performance Conference will include companies such as the St. Paul/Travelers, AIG (Lexington), Hub International, Clarendon, Zurich and AMTRUST on hand to promote new business opportunities amongst the agency attendees. In addition, names such as Norman Spencer Mckernan, Thomco and Lighthouse Companies are sponsors and presenters to assist the retail delegates in distribution and marketing of unique programs.

Innovative sales and marketing techniques are covered in panel discussions sponsored by National Marketing Services. Representatives of both and AMS-Rackley will be on hand to offer technology solutions for the progressive agencies, wholesalers and program administrators.

The 3 1/2 day agenda brings together a panel of industry experts, moderated by National Marketing president Larry Neilson, on “Adjusting for Another Market Shift” The panel, which includes Pete Purvis, vice president of Multiline Programs for AIGs Lexington Insurance Company, Jino Masone, executive vice president of Zurich Programs, Greg Thompson, president & CEO of Thomco Insurance Enterprise, Geof McKernan, president & CEO of Normann Spencer Mckernan and Jeffrey Leo, chief marketing officer, AmTrust Financial Group, will recap 2004 market conditions and discuss what is foreseen for 2005. In a separate presentation, Neilson will also focus on how agents can achieve the best results when dealing with specialty or non-standard markets.

Also planned for the event will be Joe Peloso, senior vice president Program Management, Clarendon Insurance Group Program Management, presenting “Why does it take so long to put together a program.”?

Jeff Neilson, president of, will demonstrate its new release of the “Trading Floor”, where agents have reportedly posted more than $365 million in premium to participating wholesalers, MGUs and MGAs that offer coverage and programs in the United States and Canada. He will also be on hand to demonstrate how this site can help all levels of the supply chain including reinsurance carriers and or program administrators specializing in the property casualty industry.

A special presentation will take place by Jeff Packard, director of Programs, Norman Spencer Mckernan. National Sales Manager, St. Paul Travelers Les Woods, will speak on “CHANGE-Provides Opportunities for Improvement and Growth for both agencies and carriers”.

Greg Thompson, president & CEO and Bob Heaphey COO, both of Thomco Insurance Enterprise, will team up and share new ideas for “Applying State-of-the-Art Technology to Program Business” This is a good option for wholesalers, MGAs and retailers that are interested in streamlining programbusiness.

Bruce Winterburn, vice president, Carrier Sales of AMS Rackley is scheduled to present “Workflow of Quote, Rate and Issue”. He will concentrate on how the use of rating product AMS Rackley offers can help with the specialty markets for insurance policies and coverages.

Masone of Zurich Programs will provide a peak into Zurich’s world of One stop for Program Opportunities. In addition, AIG-Lexington is offering Fritz Seifert, National Program marketing manager to present the “The Program Merry-Go-Round”.

On hand this year once again are Arthur Seifert, president & CEO of Lighthouse Companies, along with Simon McKeown, CEO, Gold Seal Risk Management Ltd. to discuss “Agent’s Best Practices and Risk Management”. Also attending will be Richard (Rick) Gulliver, president, Hub International Ltd speaking on “Picking the Right Partner”. And if in need of a workers’ compensation market, do not miss Jeffrey Leo, chief marketing officer, AmTrust Financial Group.

As far as personal networking, aside from three power breakfasts, events also include a “Reggae theme” opening reception and a closing night “Gondola ride” to dinner. There are many other opportunities for mixing and mingling at the different social events.

If interested in one of the remaining seats for the conference, visit

Was this article valuable?

Here are more articles you may enjoy.