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Thank you for a great tax season, Networking opportunities, Meet a leader in Compliance!
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YOUR FEBRUARY SNAPSHOT

Thank You, Upcoming Events & Member Spotlight

February 2025

A MESSAGE FROM OUR CEO 


With tax season behind us, I want to take a moment to thank you for your hard work and commitment to compliance. Your dedication ensures the strength and integrity of our industry, and we’re honored to support you every step of the way.


As we move forward, we’d love to hear from you. What challenges did you face this season? Where can we provide more support? Your insights help us continue refining our resources to better serve you.


Thank you for being part of the SLAI community. We’re excited for what’s ahead and look forward to another year of learning, collaboration, and growth.


David Ocasek

UPCOMING EVENTS


WSIA Underwriting Summit | March 9-12


Join our CEO and Director of Finance & Administration at WSIA’s premier industry event. This is a great opportunity to connect with industry leaders, gain insights, and stay ahead in compliance.  


ADRS Document Request | March 17


Ensure your documents are prepared and submitted correctly. Our team is available to assist with any questions about the process.


E&S Market 101 Presentation | March 18


Our CEO will be speaking to students at The Katie School of Insurance & Risk Management at Illinois State University, offering insights into the E&S market for students ahead of the WSIA Symposium.


NCSLA 2025 CONVENTION | March 19 - 21


Our CEO will join a panel of surplus lines association CEOs and executive directors on March 20 to discuss key industry developments.


Surplus Lines Law Group | March 20-21


Our CEO and Director of Finance & Administration will attend this gathering of legal and compliance professionals at the Grandover Resort & Spa in Greensboro, NC, to discuss key surplus lines regulatory topics.

EMBRACING TECHNOLOGY FOR COMPLIANCE INNOVATION

Michelle Magee

This month, we’re celebrating Michelle Magee, a dedicated compliance professional who plays a pivotal role at Aon. With 35 years in the industry and 23 

years at Aon, she has built a reputation on her expertise, reliability and forward-thinking approach to compliance. 


"Up until eight years ago, we were still managing compliance pretty manually.

Now, with integration of several internal systems, SharePoint, and DocuSign, our system has greater efficiency, accuracy and cost savings over time."


By investing in technology, Michelle has helped transform compliance operations at Aon, implementing automation, centralized document management, and structured review processes to eliminate redundancies and improve accuracy.


Her leadership and innovative mindset have made her an invaluable asset within her organization and the SLAI community. Her proactive approach not only helps her team meet deadlines seamlessly but also sets a high standard for compliance professionals industry-wide.


We’re grateful for Michelle’s contributions and insights! 


Let us help you tell your story. We'd love to feature you in our next newsletter. Reach out to social@slai.org today.

SLAI TECH & TOOLS

We’re here to help you work smarter, not harder. Let’s simplify success together!

Eliminate late fees and streamline your monthly stamping fee payments with AutoPay. Once enabled, SLAI automatically debits your checking account for fees due and processes any refunds.

Submit, track, and manage surplus lines filings efficiently. EFS helps reduce paperwork, improve accuracy, and maintain compliance with ease.

Quickly estimate surplus lines tax obligations with our Tax Calculator. Ensure accuracy and stay ahead of reporting deadlines with this essential tool.

SOCIAL CORNER

Stay in the loop with the latest industry discussions, trending topics, and community engagement. Follow us on for real-time information, compliance updates and more.  Let’s keep the conversation going!


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