Creating a "Top of the Stack" Application

Sep 18

Creating a "Top of the Stack" Application

Sep 18 2018 - Sep 18 2018

As a CPCU Society member, you can access this webinar.

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Creating a “Top of the Stack” Application

Tuesday, September 18, 2018  2:00 pm Eastern

Presented by the Agent & Broker and Underwriting Interest Groups

What it’s about:
With different requirements for different companies, frequently changing technology, and time constraints, it can be difficult to create a stand-out application. Attend this webinar, presented by an underwriter and broker, to learn some best practices and how to use technology to your advantage in the application process.

At the end of this webinar, the active attendee will understand:

  • The essentials for creating a “top of the stack” application
  • The technology helping to create better applications

Who should attend:
Underwriters, agents and brokers would all benefit from attending this webinar.


Individual Pricing:
CPCU Society members: FREE
Nonmembers: $79

Group Pricing (Unlimited Participants at One Location):
CPCU Society members: FREE
Nonmembers: $189

Non-CPCU Society Members: To purchase this recorded webinar, please contact

Continuing Education for CPCUs

CPCUs who attend will be awarded one credit hour towards the CE for CPCUs program. Learn more about Continuing Education for CPCUs here.


Sponsor a Webinar

Attach your brand to cutting edge educational webinars presented by the leading experts in the industry and promoted to over 20,000 CPCU Society members each month. For more information or to sponsor this webinar, please contact: Pete Howard, or (484) 831-9025


Lanie R. Clark

Lanie Clark began her insurance career in 1996 and has been with Parker, Smith & Feek, Inc. (PS&F) since 2015. Prior to joining PS&F, Lanie was a Managing Director for Propel Insurance overseeing the small to medium account administration staff. Lanie currently serves as the Secretary for the Pacific NW CPCU Society Chapter. She graduated from University of Washington in Seattle, WA with a B.S. in Sociology. Lanie is an active board member of the local CPCU Chapter. She also serves on the CPCU Good Works and CREW (Commercial Real Estate Women) Network Sponsorship committees.

Leah Heller

Leah Heller has spent more than 10 years in umbrella and excess casualty insurance. She currently serves as an Senior Construction Risk Specialist with CapSpecialty. Heller formerly worked for CNA, AIG, Crum & Forster, and Argo.

Heller has served as a board member of The Institutes CPCU Society Golden Gate Chapter, Orange Empire Chapter and now a participating member of the California El Camio chapter. She is a CPCU Society committee member of the Underwriting Interest Group Heller holds a Master’s of Business Administration degree and the CPCU designation. She recently participated at The Institutes CPCU Society Annual Meeting as a panelist for the sharing economy seminar and coauthored a research paper entitled “Risk Management Implications of the Sharing Economy.”


Matthew Struck

Matthew co-founded Treadstone Risk Management in 2017. He received his BS Degree in 2003 from Tulane University and his MBA in 2007 from Fairleigh Dickinson University. He holds a New Jersey Insurance Producers license with authorities in Property & Casualty, Life, and Health Insurance.

Webinar Additional Information

When will I receive the log in link for the live webinar?

The login link for each live webinar will be sent by email 24 hours prior and again 1 hour prior to the live webinar.

I registered last minute or lost my log in link, can I still join the webinar?

If you are registering for a webinar less than 1 hour before the webinar is scheduled to begin or if you have lost your log in link, please email and staff will respond immediately with the log in link.

How long are CPCU Society webinars?

One hour, on average.

Can I view a recording of the webinar if I missed the live event?

Yes. If you have registered for the live webinar, you will receive the recording by email once the webinar has concluded. You can also watch past recorded webinars in the CPCU Society Knowledge Center.

What webinar platform does the CPCU Society use?

The CPCU Society uses Cisco WebEx for all webinar presentations. Please take a moment to ensure your system's compatibility with Webex using the link below. Test WebEx on your computer:

How do I report my CE for CPCUs credit?

Webinars count for 1 hour of CE for CPCUs credit. Your credit will be automatically reported with your registration for a live webinar. You can also earn CE for CPCUs credit by viewing recorded webinars though the Knowledge Center. All webinars watched in the Knowledge Center will be automatically reported for 1 credit.

Are CPCU Society webinars approved for state licensure CE?

At this time none of the webinars are approved for CE in any state.


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