William T. Hold Seminars

William T. Hold seminars are one-day seminars designed specifically for individuals who have a concentrated role in customer service. The seminars offer topics that expand and support the CISR Program.  They underpin the basics and dig into specific insurance areas that advance professional development.

The CISR Program, William T. Hold, The National Alliance and IA&B

IA&B brings you educational programs like the CISR Program and William T. Hold, which is developed by The National Alliance for Insurance Education and Research. For over five decades, The National Alliance has set the standard for quality, practical continuing education for insurance and risk management practitioners. For more information about the National Alliance, go to https://www.scic.com/.
For frequently asked questions and answers regarding the National Alliance, go to https://www.scic.com/faqs/.
Who Should Attend William T. Hold Seminars?

These are open to all insurance professionals. William T. Hold seminars are a great annual update option for CISR designees; however, holding the designation is not a requirement for attendance.

William T. Hold In-Person Seminars and Live Webinars

Your Investment:

In-Person – Members & Non-members: $205 per course, includes course materials and CE fees

Webinar – Members & Non-members: $170 per course, includes course materials and CE fees

Typical Schedule (times could slightly vary)
7:30 AM – Registration
8:00 AM – 4:00 PM – Seminar

Note: There is a lunch break from about noon to 1:00 PM, and other smaller breaks throughout the day.


Registration is required for webinars. After registering, IA&B will send you a confirmation email that includes the webinar links, course materials, and CE information. 

  • A desktop computer, laptop, or tablet
  • Internet connection
  • Speakers or audio on your device.
To earn continuing education credits and/or designation update credits, you must be in FULL ATTENDANCE of the webinar. There will be attendance polls taken online during each hour of the live webinar. You must reply to all attendance polls to earn credit.
For more Q&As about CISR, William T. Hold, and IA&B education, go to our FAQ page.
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