Berkley Accident and Health Academy
August 24-25, 2026 | Boston, MA
Improving the Future of Health Benefits Together
You’ve invited to be part of Berkley Academy, which was created to bring broker advisors and their teams together to deepen their understanding of self‑funding. During Berkley Academy, you’ll connect with other highly motivated learners and knowledgeable instructors for specialized training in one of the fastest growing areas of the health benefits marketplace.
Why Attend Berkley Academy?
For two fast-paced days, you’ll learn how self-funding, stop loss, and group captive programs can help your clients to better control their health plan costs. We’ll take a deep dive into the fundamentals, as well as advanced topics, so there’s something for everyone.
At Berkley Academy, you’ll:
- Master the basics of health funding strategy
- Dive deep into underwriting tactics and plan design
- Learn about our Captive member process
- Discover some key differentiators to consider when choosing a Stop Loss provider
Together, we can disrupt the insurance status quo and help your clients navigate the journey toward self-funding. We’re with you every step of the way.
Space is limited, so register early!
Registration ends on July 10, 2026
Who Should Attend?
- Employees of Berkley-credentialed broker agencies
- New producers who want to get up to speed quickly on products and strategies
- Experienced producers who want to increase their knowledge of self-funded solutions
Be part of the movement toward high‑quality, sustainable employee health plans.
THE DETAILS
Berkley Accident and Health Academy
August 24-25, 2026
Seaport Hotel Boston
1 Seaport Lane
Boston, MA 02210
Your hotel stay August 24 at the Seaport Hotel Boston, plus group meals during the event, are provided courtesy of Berkley Accident and Health. You are responsible for any air and ground transportation to the hotel.
Boston Harbor Boat Cruise
Join us for an optional second night on August 25 for a boat cruise of Boston Harbor! If you wish to stay for the cruise, we’ll cover your second hotel night at the Seaport Hotel Boston.
You are responsible for any additional hotel nights before or after the event (other than August 24 and 25).
Together, we can transform the future of employee health benefits.
AGENDA
Monday, August 24
| 2:00 pm | Check-In and Refreshments |
| 3:00 pm | Welcome Remarks |
| 3:10 pm | General Sessions – Health Plan Strategy and Berkley’s Portfolio of Self-Funded Solutions – Fundamentals of Self-Funding: ERISA, Fiduciary Responsibility, TPAs vs. ASOs, Plan Documents, and Plan Design – Market and Industry Trends – Stop Loss Policy Fundamentals |
| 5:45 pm | Free Time |
| 6:30 pm | Dinner |
Tuesday, August 25
| 7:00 am | Breakfast |
| 8:00 am | Self-Funding 101 Sessions – Underwriting 101: Specific and Aggregate – Claims 101: Filing Specific and Aggregate claims – Captives 101: How it works, flow of funds, and structure |
| 10:00 am | Break |
| 10:15 am | Self-Funding 201 Sessions – Underwriting 201: Experience Aggs and known claimants – Captives 201: Considerations, strategies, and structures – Open Q&A |
| 12:00 pm | Lunch |
| 12:45 pm | Self-Funding 301 Sessions – Captives 301: Competitive options and differentiators |
| 1:15 pm | Selling Concepts – Fundamentals of Selling Captives: identifying good candidates |
| 2:00 pm | Showcase Showdown – Friendly competition to show what you know |
| 5:45 pm | Optional Boston Harbor Cruise Boarding time is 5:45. Cruise departs at 6:00 pm and returns at 8:00 pm. Dinner provided |
Schedule subject to change. We look forward to seeing you in August.
Questions? Contact Liz Jensen, Event Coordinator, Berkley Accident and Health
BAH AD 2026-151