Skip Navigation

William T. Hold Seminars

Search and register for an upcoming seminar.

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.

Search and register for an upcoming seminar.



Registration form

Required only if paying by check.

Download the Form

Upcoming Programs

Commercial Lines
       William T. Hold Seminar
        May 31 ~ Mechanicsburg, PA
James K. Ruble Seminar    
        June 1-2 ~ Annapolis, MD
Commercial Lines
       William T. Hold Seminar
        June 1 ~ Ellicott City, MD
CISR Personal Residential
        June 6 ~ Wyomissing, PA
Workers Comp Issues
        June 6 ~ 1-4 p.m. Webinar
P&C Licensing Study
        June 6-8 ~ Macungie, PA
Ins. Success (CPIA)*
        Position for Success
        June 6 ~ Mechanisburg, PA
Ins. Success (CPIA)*
        Implement for Success
        June 7 ~ Mechanisburg, PA
Ins. Success (CPIA)*
       Sustain Success
        June 8 ~ Mechanisburg, PA
     *Attend all 3 CPIA seminars
      to earn the CPIA designation

Full Schedule

Early June Webinars

6/6-Workers' Comp Issues
6/8-Sharing & the HO/Auto Mkt
6/14-Exec. Mgmt. Liability
6/15-Additional Insureds
Read more

Partner of the Month
For me, IA&B offers many tried and true resources for an independent agency.
Brad Allen, CIC, CRM
Brad Allen, CIC, CRM


Rossbacher Insurance Service

See what's available for you

Resource Center