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William T. Hold Seminars - Multiple Questions in Commercial Lines

Accredited Adviser in Insurance (AAI) Combine your technical knowledge of insurance coverages with sales expertise and apply it to actual ...

Certified Insurance Counselor (CIC) Institutes Learn more about this prestigious professional designation program

Construction Risk & Insurance Specialist (CRIS) designation program in partnership with International Risk Management Institute, Inc. (IRMI®)

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Professional Designation Programs

CISR
OVERVIEW | SCHEDULE
CIC
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RUBLE
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CRM
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CRIS®
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AAI
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P&C LIA
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LAH LIA
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CPPL
OVERVIEW | SCHEDULE
 
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Enhance your status in the industry, increase revenue and gain a competitive edge by becoming a Property & Casualty Licensed Insurance Adviser (LIA) or a Life, Accident & Health Licensed Insurance Adviser (LIA). An Adviser License earned in just two days and issued by the Mass. Division of Insurance, authorizes qualified individuals to provide insurance advice for a fee and demonstrates to the public that the licensee possesses advanced knowledge and skills as an insurance professional. It is the ONLY license attained in Massachusetts that authorizes you to call yourself an Adviser.
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Sales is everyone's job within the agency. Does your staff have the tools necessary to be successful at it? To meet the challanges of combining great service with the next sales opportunity, your association has designed a DESIGNATION PROGRAM for Personal Lines Account Managers - the Certified Professional in Personal Lines (CPPL) Designation! We recommmend that you have at least three years of personal lines experience before you take this designation because it's NOT an introductory program. The designation consists of five parts:
  1. Personal Insurance Professional "PIP" Certification
    ...also offered at The BIG Event
  2. Getting The Total Account
  3. Loss Control and Prevention
  4. The Whole Person - The Whole Employee
  5. Comprehensive Personal Lines Coverage

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Visit the American Insitute for CPCU and Insurance Institute of America

 

The Accredited Adviser in Insurance (AAI) Designation can be earned in just 9 one-day seminars! Combine your technical knowledge of insurance coverages with sales expertise and apply it to actual sales situations. The program will:

  • Provide practical marketing tips.
  • Describe policies and coverages in detail.
  • Analyze sales management techniques that meet the needs of insurance buyers.
  • Help producers with personal sales planning activities.
  • Help producers avoid errors and omissions claims.
  • Give producers an edge in the fierce competition for premium dollars.
  • Outline agency management methods and explain how to apply them to agency operations.
  • Describe the information the underwriters need to evaluate and competitively price a submission.
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Visit the Society of CISR
We are pleased to announce that the Certified Insurance Service Representative(CISR) program has been restructured to give you a choice and additional learning opportunities in the commercial lines and personal lines subject areas as well as new course offerings in life & health and risk management. The CISR designation program will now include 9 course offerings. You will need to pass 5 of the 9 courses to earn the CISR designation!


Advanced Coursework and OPEN to the public...
William T. Hold Seminars
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Visit the Society of CIC

Information on
Approved CPE Credit for CPAs

 
The Certified Insurance Counselor (CIC) program is a nationally acclaimed designation program. Its advanced course content and practical application make it the most essential program for both agency and company personnel.  If you have two years of insurance experience as an agency owner, producer, agency staff member, CISR, advanced CSR, company underwriter, company branch manager or experienced company employee, you qualify to attend a CIC institute.

The CIC designation is earned by attending the five institutes: Personal Lines, Life & Health, Commercial Property, Agency Management and Commercial Casualty and passing each exam within a five-year period. You will receive 25 continuing education credits (CEUs) for attending each CIC Institute. You do not need to take the exam to receive the CEUs. You must take and pass the five exams to obtain your CIC designation.

Advanced Coursework...RUBLE SEMINARS!

Information on Approved CPE Credit for CPAs

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Visit Certified Risk Managers International

Certified Risk Managers (CRM) International, a not-for-profit professional organization, offers risk management practitioners the premier educational opportunity available today. The CRM Program, a part of The National Alliance for Insurance Education & Research, is designed specifically to meet the need of practicing risk management professionals for technical knowledge in all major areas of risk management. The focus of the program curricula is directed towards current, relevant, comprehensive information and the application of skills.

Individuals who successfully complete the entire CRM course of study can earn the designation of "Certified Risk Manager". Achieving the designation requires successful completion of the examinations of all five CRM courses within a five-year period. 
Construction Risk and Insurance Specialist Designation Program (CRIS®)
MAIA is pleased to offer the Construction Risk and Insurance Specialist Designation Program (CRIS®) in partnership with International Risk Management Institute, Inc. (IRMI ®). The Construction Risk and Insurance Specialist (CRIS) program is a specialized curriculum focusing on the insurance and risk management needs of construction projects and contractors. Those who complete the program are entitled to display the CRIS certification to certify their knowledge of construction insurance and risk management and dedication to the industry. To obtain the CRIS certification, you complete 5 specialized courses on construction risks and insurance and then pass the corresponding on-line examination. To maintain the CRIS certification, you obtain only 7 hours of approved construction risk and insurance continuing education credit during the initial 24 months and every 12 months thereafter.