CISR Designation Program

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The Certified Insurance Service Representative designation

CISR: Front-line training. Bottom line results.

Current PIA CISR schedule
(Links go to state annual educ. schedule. Select "class type" CISR and "sort.")

CISR FAQs

For CIC/CISR designees:
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MyPage allows you to download your documents, see when your next update is dues, view your history, and update your contact information.

In a profession with few objective benchmarks, there is a credential that speaks volumes: the CISR designation. This designation is recognized nationwide as an important credential–one that benefits individuals, their agencies, and their customers.

The CISR program is a CE credit-approved, nationally recognized designation program for a practical, hands-on approach to learning.

Through this nationally acclaimed program developed by the National Alliance for Insurance Education, students who are committed to continuing education and career growth can obtain the highest level of professional insurance education. This uniquely powerful training is designed to help you conquer the challenges of today by making customer service representatives more professional, more productive and more profitable.

About the CISR courses

Agency Operations—Learn the important functions of an independent agency. We will cover: How to develop professional relationships; An in-depth look at binding insurance, claims processing, certificates of insurance, renewals, cancellations & billing; and the legal aspects of what you do. Attendance at a CISR Agency Operations class may qualify you to earn an E&O premium credit. Check with your individual carrier.

Commercial Casualty—Uncover the building blocks of Commercial Casualty Insurance. We will cover: liability in the CGL policy; the differences between occurrence and claims-made claims; an overview of workers’ compensation insurance; an overview of the commercial auto policy; and important endorsements.

Commercial Property—The essentials of CP Insurance will be addressed. We will cover: an in-depth analysis of the coverage including buildings and contents; endorsements; and how the Commercial Lines Marine Policy compliments the Commercial Property Policy.

Personal Auto—Let’s analyze coverage in the Personal Auto Policy. We will cover liability, medical payments, uninsured motorists and physical damage coverage provided in the policy plus important endorsements.

Personal Residential—This class sheds new light on the details of the Homeowners' Policy. We will cover: a complete analysis of the HO Policy; a complete analysis of the HO2, HO3, HO6 and all major endorsements; compare and contrast the HO Policy with the Dwelling Fire Policy.

William T. Hold Seminars—Exclusive, advanced training for experienced CSRs. Developed especially for CISRs as part of the Founders Series, these innovative one-day courses are special advanced learning opportunities for insurance professionals who have earned the CISR, CIC, CRM, or CSRM designation. (2007-Open ONLY to the following designations: CISR, ACSR, CPSR, CIC. Effective January 1, 2008 , you must hold the designation and be a dues-paid member of the Society of CISR, CRM or CIC to attend the William T. Hold Seminars.)

Dynamics of Service ^UM—(Open to anyone, but must be a dues-paid CISR to get your update credit.) Great customer service: it's something we all recognize. And it's one of the key factors that distinguish the truly outstanding insurance organization. At Dynamics of Service, you will discover what makes superior customer service reps so effective - and what keeps their customers so loyal.

CE Credits

CISRs are approved for CE in all states. Information on CE credit in all states is available through The National Alliance's CE guide.*

CISR FAQs

Who Should Attend?
Open to any employee of an agency, insurance company or insurance-related business, the five CISR courses are designed in a one-day format letting you gain all the benefits of this education opportunity with only one day out of the office. Plus, you earn state-mandated continuing education credits.

Earning and Maintaining the CISR Designation
To earn the CISR designation, you must complete all five of the courses and exams within three calendar years following the year in which you successfully complete the first exam. However, anyone is welcome to attend the classes without taking the exams. There is no special order in which courses must be taken. If you are more familiar with a given topic, you may want to begin with that course.

Once you have successfully passed all 5 exams and earned the CISR designation, you must take one CISR program annually to maintain the designation.The deadline falls on the month of your birthday, so plan on taking a CISR update before your deadline each year to ensure that you remain in good standing with the Society of CISR. As a non-CE method CISR update option, you may attend 8 consecutive hours of a CIC institute * (earns 1 year of update credit. NO CE credit granted for this option.)

Your annual continuing education update requirement after earning the CISR designation may be satisfied in one of four ways:

You may attend any one of the five standard CISR courses
(no exam required).
You may attend one day of any Certified Insurance Counselor Institute ( 8 consecutive hours of a CIC institute * earns 1 year of update credit. NO CE credit granted for this option.)
You may attend any William T. Hold Seminar. This is a one-day course designed for CISR designees. New for 2008 programs – In order to attend a William T. Hold Seminar, a designation holder MUST be dues-paid member of the Society of CISR, CRM or CIC.
Full attendance of a Dynamics of Service Program. CISRs are required to be dues-paying members of the Society of CISR to get update credit. (These programs are open to everyone, regardless of designation.) Topics vary from series to series as they apply to today's insurance market.

IMPORTANT: All participants must present photo identification to the registrar at the program location.

Student Feedback - CISR program participants are encouraged to contact the Glenmont National Alliance Committee with recommendations, comments and concerns about the programs.