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William T. Hold Seminars

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William T. Hold seminars are one-day seminars designed specifically for individuals who have concentrated role in customer service.  These programs are a great annual update option for CISR designees; however, holding the designation is not a requirement for attendance. 

2017 Topics

Protect Your Client / Protect Yourself

The relationship with the client is great!  they have requested insurance and you have provided a good package at a very competitive price and the client is thrilled.  Then one day, the bubble bursts!  This same delighted client has an uncovered loss.

When the client buys insurance, it is often all about price.  When the client has a loss, it is all about coverage.  When the loss is not covered by the policy, it is all about responsibility.  Far too frequently, the client places that blame squarely on the agent.  "You didn't give me the right insurance" is the most frequent charge in errors and omissions claims against insurance personnel.  This course will explore coverage claims as well as E&O claims to learn the cause of the problem and what could have been done to better protect the client and the agency from the negative consequences.

We will explore:

  • Improving communication with the client to identify wants and needs
  • Common client expectations and assumptions that are often undiscovered and undiscussed
  • Coverage options that are beyond the ordinary
  • Updated agency practices to reduce the E&O potential
  • Insurance claims and how they could have been minimized through coverage solutions and agency safeguards
Commercial Lines Challenges:  Additional insureds, Cyber and Contractors/Builders Risk

William T Hold Seminars gives us the opportunity to dig deeper into the coverage that you briefly touch on in the CISR program.  The 2017 Commercial Lines Challenges will explore the following coverages:

Cyber Liability
This market segment continues to cause issues for agents on a daily basis.  We will examine third-party and first-party exposures and how best to provide coverage for these risks.

Additional Insured Concepts and Endorsements
We will discuss the waiver of subrogation concept and how it applies to the CGL Coverage Form.  We will also discuss how Other Insurance Condition applies to the contractual request for additional insured status provided on a primary and non-contributory basis.  We will identify the reasons for requesting additional insured status and explain why the addition of others as additional insureds may cause problems.

Contractors Equipment and Builders Risk Marine Lines
We will being with an overview of the Nationwide Inland Marine Definition and distinction between controlled and uncontrolled inland marine lines.  We will exam coverage issues related to Contractors Equipment, Builders Risk and Installation Floater Insurance policies.

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Upcoming Programs


P&C Licensing Course 
        Sept. 18-20 ~ Monroeville, PA
CISR Pers. Residential  
        Sept. 19 ~ Frederick, MD
Comm. Prop. Claims  
        Sept. 19 ~ 1-4 p.m.. Webinar
Top 12 Cvrg. Countdown  
        Sept. 20 ~ 1-4 p.m.. Webinar
Hold: Protect Client/Self  
        Sept. 20 ~ Mechanicsburg, PA
Cyber Exposures  
        Sept. 21 ~ 1-4 p.m.. Webinar
Exec./Mgmt. Liability  
        Sept. 26 ~ 1-4 p.m.. Webinar
Hold: Commerical Lines  
        Sept. 26 ~ Dover, DE
P&C Licensing Course 
        Sept. 26-28 ~ Mechanicsburg, PAFull Schedule


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Brad Allen, CIC, CRM
Brad Allen, CIC, CRM

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Rossbacher Insurance Service

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