William T. Hold Seminars

The two seminars described below can be used as an update option for CISR designee holders. However, they are not part of the five CISR seminars needed to earn the designation.

Learning from Losses - the Magic of "20-20 Hindsight"

Far too often insurance agents are made aware of loss exposures when there's a claim and it's too late to secure coverage. Uncovered claims generally result in unhappy customers, lost clients, damaged reputations and litigation alleging errors and omissions by the agent.

This course will look into past losses that others have suffered and develop solutions before there's a crisis. It will explore various practices that agencies may consider to help clients identify important changes in their lives. But identifying and evaluating changes in exposures is only the beginning of the solution.

Commercial Lines Collection of Coverages

This William T Hold seminar is broken into four commercial lines parts:

Directors & Officers - Gain knowledge of indemnification provisions, non-profit immunity, policies which provide D&O coverage, types of insuring agreements, coverage triggers, exclusions, limits of liability, loss prevention, and underwriting and premium considerations.
Employment Related Practices Exposures & Coverages - Learn the basic exposures clients face and analyze the coverages found in many Employment Related Practices Policies.
Environmental Impairment Coverages - Examine the pollution exclusions in various liability policies and discuss how to provide coverage in the environmental insurance marketplace.
Professional Liability Coverage and Solutions - Examine the claims made versus occurence issues commonly found and review some of the basic Professional Liability Form Provisions.

Course Links

IA&B Registration Policies
Registration Form

Agency Operations
Commercial Casualty I - NEW
Commercial Casualty II - NEW
Commercial Property
Elements of Risk Management -NEW
Life & Health Essentials (online only)
Personal Auto
Personal Lines - Miscellaneous - NEW
Personal Residential

Dynamics of Service

Registration Fee

$189

Daily Schedule

Registration: 7:30 am
Seminar: 8:00 am - 5:00 pm

This seminar is an update option for the CISR designation program.

2013 Dates and Locations

Date & Topic	Location Facility Information	CE Approvals
June 4 William T Hold -Commercial Lines Register	IA&B Headquarters 5050 Ritter Rd Mechanicsburg, PA 17055	DE: 8 PC MD: 8 PC PA: 8
June 5 William T Hold -Commercial Lines Register	Springhill Suites by Marriott 17280 Valley Mall Road Hagerstown, MD 21740	DE: 8 PC MD: 8 PC PA: 8
July 23 William T Hold - Learning from Losses Register	Hilton Garden Inn 242 Highlan Park Blvd Wilkes-Barre, PA 18702	DE: 8 GEN MD: 8 PC PA: 8
July 24 William T Hold - Learning from Losses Register	Lancaster Eden Resort 222 Eden Road Lancaster, PA 17601	DE: 8 GEN MD: 8 PC PA: 8
July 25 William T Hold - Commercial Lines Register	Fountains Wedding & Conference Center 1800 Sweetbay Drive Salisbury, MD 21804	DE: 8 PC MD: 8 PC PA: 8
August 21 William T Hold - Learning from Losses Register	Hilton Garden Inn 1706 N DuPont Highway Dover, DE 19901	DE: 8 GEN MD: 8 PC PA: 8
August 28 William T Hold - Learning from Losses Register	Hilton Garden Inn White Marsh 5015 Campbell Blvd Baltimore, MD 21236	DE: 8 GEN MD: 8 PC PA: 8
September 10 William T Hold -Commercial Lines Register	Bear Creek Mountain Resort 101 Doe Mountain Ln Macungie, PA 18062	DE: 8 PC MD: 8 PC PA: 8
September 11 William T Hold -Commercial Lines Register	IA&B Headquarters 5050 Ritter Rd Mechanicsburg, PA 17055	DE: 8 PC MD: 8 PC PA: 8
September 12 William T Hold - Commercial Lines Register	Hampton Inn Frederick - Ft Detrick 1565 Opossumtown Pike Frederick, MD 21702	DE: 8 PC MD: 8 PC PA: 8
September 25 William T Hold -Commercial Lines Register	Crowne Plaza Reading Hotel 1741 Papermill Road Wyomissing, PA 19610	DE: 8 PC MD: 8 PC PA: 8
October 24 William T Hold - Learning from Losses Register	Sheraton Great Valley Hotel 707 East Lancaster Avenue Frazer, PA 19355	DE: 8 GEN MD: 8 PC PA: 8
October 29 William T Hold - Learning from Losses Register	The Conference Ctr at Manufacturer & Business Association 2171 W 38th St @ Pittsburgh Avenue Erie, PA 16508	DE: 8 GEN MD: 8 PC PA: 8
November 20 William T Hold - Learning from Losses Register	Blair County Convention Center One Convention Center Drive Altoona, PA 16602	DE: 8 GEN MD: 8 PC PA: 8
November 21 William T Hold - Learning from Losses Register	Hilton Garden Inn Pittsburgh / Southpointe 1000 Corporate Drive Canonsburg, PA 15317	DE: 8 GEN MD: 8 PC PA: 8

CE Credits

How do I earn my CISR?

How to maintain my CISR?