

The Certified Insurance Service Representative (CISR) designation empowers outstanding individuals to provide exceptional account management and customer service.
Today’s organizations live and die by their customer service—so be great at what you do! If you are thinking about expanding your skills, only one program should be on your radar—CISR.
Why? CISR courses are known for preparing front-line professionals to analyze risks, policies, forms, and claims data and communicate that understanding clearly to their clients, carriers, and colleagues.
These are the times clients and colleagues need you the most.
The CISR program is continuously reviewed, updated, and expanded to fit your professional needs.
you’ll benefit from attending CISR courses which set the standard for training in technical expertise, productivity, responsibilities, and client relationships. Earning the CISR designation is tangible proof of your commitment to a superior level of customer service—for your clients, as well as for your organization.
CISR courses

29% of surveyed CSRs expressed an interest in advancement opportunities in agency management. —CSR Profile
CISR Agency
- Legal & Ethical
Pertaining to standards of right conduct or practice arising out of ethics. See Business ethics…. More Requirements
- The Insurance Agency
- The Insurance Industry and Marketplace
- CommunicationProcess of exchanging information using a shared set of symbols and a means of transmission; can range from very informal to very formal and from interpersonal to impersonal…. More and Technology
- Agency Workflow Concepts
- Agency Workflow Steps
- Account Management
- Errors & Omissions
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Gain confidence with commercial casualty exposures and coverages and learn the CGL policy inside and out.
This CISR Commercial Casualty I Course strengthens your ability to have productive, confident interactions with your commercial customers in the area of commercial casualty exposures and coverages. You’ll improve your understanding of legal liability and what creates liability exposures. The focus of this course is the Commercial General Liability
- Essentials of Legal Liability
- Commercial General Liability
- Additional Insureds
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One objective of this course is to clarify who is and who is not an insured in specific situations as defined by the Business Auto Coverage Form.
This course, like Commercial Casualty I, expands your ability to have a confident relationship with your commercial customers in the area of commercial casualty exposures and coverages. In Commercial Casualty II, the focus is the Business


- Business Auto Exposures and Coverages
- Workers Compensation & Employers Liability Insurance Policy
- Commercial Umbrella and Excess Liability Policies
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An effective risk management program adds value to an organization and helps it achieve its goals.
Insurance professionals need training in the risk management process for two reasons. First, insurance is an integral part of their client’s overall risk management program. Second, services provided by carriers, agencies, and brokerages are often significant items in the organization’s total cost of risk.
In this course, we’ll cover each of the five powerful steps in this process, which protects not only the organization’s assets, but also its mission and brand.
Topics Include:
- Introduction to Risk Management
Process of managing uncertainty of exposures that affect an organization’s assets and financial statements using five steps: identification, analysis, control, financing and administration…. More
- Risk Identification
Process of identifying and examining exposures of an organization; the first and most important step of the risk management process…. More
- Risk
Uncertainty that may be either positive or negative arising from a given set of circumstances. Common definitions also include: 1) chance or probability of loss, 2) uncertainty concerning loss, 3) possibility of a variation of outcomes from a given set of circumstances, and 4) difference between expected losses and actual losses…. More Identification Methods
- Risk Analysis
The assessment of the potential impact of various exposures on an organization; a step of the Risk Management Process…. More
- Risk Control
Any conscious action or inaction to minimize at the optimal cost, the probability, frequency, severity, or unpredictability of loss; a step of the Risk Management Process…. More
- Risk Financing
The acquisition of internal and external funds to pay losses at the most favorable cost; a step of the Risk Management Process…. More
- Risk Administration
Implementation and monitoring of the Risk Management Process; a step of the Risk Management Process…. More
State CE credit is approved in all states. To determine specific credits for your state go to the CE Guide.
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Gain a grasp of the types of commercial property, be able to identify parties with an insurable interest, and understand the difference between direct and indirect loss.
Commercial property insurance is one of your business customers’ greatest concerns. You’ll improve your cross-selling abilities with up-to-date knowledge of commercial property coverage and reduce E&O exposures. Insuring Commercial Property gives you the skills to address these issues with greater ease and confidence.
Topics:
- Fundamentals of Commercial Property Insurance
- Building and Personal Property
All tangible property not classified as real property. See Real property…. More Coverage Form
- Causes of Loss
A reduction in value. More Forms
- Basics of Time Element Insurance
- Basics of Commercial Inland Marine Insurance
State CE credit is approved in all states. To determine specific credits for your state go to the CE Guide.
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Identifying the right personal automobile policy and being able to modify it appropriately are skills valued by clients and their families.
After taking the CISR Insuring Personal AutoA land motor vehicle, trailer, or semi-trailer designed for use on public roads, but does not include “mobile equipment.”… More Course, you’ll be able to assist your clients in identifying their exposures and more effectively advise them of policy limitations or exclusions that may apply, including ways to provide the needed coverage.
Topics:
- Introduction to the Personal Auto Policy
- Personal Auto Policy Definitions and Liability
Legal responsibility or fault. More Coverage
- Medical Payments/Personal Injury Protection
As related to property, the safeguards, equipment and measures provided by the building owner or occupant to minimize hazards…. More
- Uninsured/Underinsured Motorists Coverage
- Coverage for Damage to Your Auto
- Coverage for a Rented Vehicle
State CE credit is approved in all states. To determine specific credits for your state go to the CE Guide.
Updated and revised 16-hour course.
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Nothing hits home more than a personal lines loss. Client retention depends on developing relationships and learning to identify the specific exposures each client contends with.
The CISR Personal Residential Course helps you develop the expertise to guide your customers through the often complex and confusing process of purchasing homeowners insurance. More importantly, you will be able to provide practical information that will help clients make decisions for protecting their most valuable assets and their financial future in the event of a loss. Topics:- Personal Residential Concepts
- Homeowners Policy Property Coverages
- Homeowners Policy Liability
Legal responsibility or fault. More Coverages and Policy Conditions
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While Personal Lines business may be your primary focus, cross-selling life and health products is a proven revenue generator and client retention tool. Grow your skills and grow your value for your future and for your agency’s!
This course helps build a better understanding of what your clients need to know about life and health insurance. Explaining the benefits of having the proper life and health insurance is key to the financial wellbeing of your clients’ families and businesses.
Be better prepared to answer questions about analyzing the need for and placement of life insurance. Health insurance includes a diverse assortment of policies, from medical expense coverage to vision care and dental coverage, plus a variety of delivery systems and health plans designed to manage the high cost of care.
Topics:
- Introduction to Life Insurance
- Term and Permanent Life Insurance
A policy that offers lifetime protection by combining a cash value with death benefits…. More
- Common Characteristics of Life Insurance Policies
- Health Care Policies
- Federal Regulation and Consumer Driven Health Plans
- Medicare
A federal government medical insurance plan originally for individuals age 65 and older or disabled. The age requirement has been raised based on year of birth…. More
State CE credit is approved in all states. To determine specific credits for your state go to the CE Guide.
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Get ready to learn about the property and liability coverage provided—or not provided—by the homeowners policy for recreational vehicles.
The CISR Personal Lines — Miscellaneous Course addresses the coverage exclusions and limitations in the most current ISO Homeowners 3 – Special Form and the ISO Personal AutoA land motor vehicle, trailer, or semi-trailer designed for use on public roads, but does not include “mobile equipment.”… More Policy for exposures created by clients’ business activities and their ownership or use of recreational vehicles and watercraft.
Clients may not be aware they are lacking the proper insurance coverage for these activities until after a loss occurs. After completing this course, you’ll know the coverage gaps and when an appropriate endorsement is available to provide the needed insurance protection. You’ll also know the right questions to ask your clients to help you identify these exposures so you can tailor an appropriate insurance and risk management program that meets their needs. Learn how to analyze the important coverages offered through personal umbrella and excess liability policies.
Topics:
- Business
Includes trade, profession, or occupation. More Activities of Personal Lines Clients
- Recreational Vehicles
- Watercraft
- Personal Umbrella/Excess Liability
Legal responsibility or fault. More
It is recommended that students taking CISR Personal Lines Miscellaneous have already taken CISR Personal Residential or have a working knowledge of the Homeowners Policy Form.
State CE credit is approved in all states. To determine specific credits for your state go to the CE Guide.
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Learning Options
Self-Paced Online
- Courses are accessible by computer, tablet, or cell phone—24/7 with an amazing 60-day period to complete (currently, the notebooks and other documents are not optimized to read on your phone).
- Enjoy the easy-to-use learning environment—navigate freely.
- You’re in charge—the courses are self-directed! Stop and start your sessions anytime—your place will be saved.
- You’ll find helpful interactive Knowledge Check exercises with great feedback.
- Self-quizzes to check comprehension—passing is required.
- Complete the 1-hour proctored final exam to earn designation credit.
Instructor-Led Online
- Live, instructor-led webinars - Interact and chat with your instructor, study real-world scenarios, and attend a Ruble Seminar.
- Instruction by the same expert faculty—with the ease of a webinar.
- Convenience—use your computer, tablet, or cell phone.
- 16 Hours of Webinars, delivered over 2-4 Weeks.
- Extended study period for exam-takers.
- Instructive quizzes, optional reading assignments, exercises, and discussion board postings.
- Complete the 1-hour proctored final exam to earn designation credit.
In-Person Classroom
- Each course is one day of instruction, followed by an optional 1-hour exam- passing the exam is required to earn the designation.
- Expert, nationally recognized faculty who provide concrete examples and scenarios.
- Helpful notebooks and other resource materials.
- More than 300 courses are conducted on-site each year in major cities throughout the U.S. and Puerto Rico.
- Train your entire team and save money by bringing National Alliance programs to your corporate or agency location—contact Business Development at 800-633-2165 or email alliance@scic.com.
Online learning is easy to use and engaging
Watch the below video for a quick walk through of a self-paced online course
Designation

Sharpen your edge and stand out from the crowd.
Earning the Designation
Take five of the nine CISR courses and pass all the corresponding exams within three calendar years after you pass your first CISR exam.
Earn the Prestigious Distinction Consecutively
Earn the respected CISR Elite distinction after achieving your CISR designation. By choosing to attend the four remaining CISR courses and passing the exams within a three-year period, you’ll achieve this advanced status.

Keep Your Designation
After earning the CISR designation, you must meet an annual update requirement. Choose from the list provided, classroom or online. Please note that online, self-paced courses require completion of all quizzes and review tests.
- Certified Insurance Counselor (CIC)
Certified Insurance Counselor (CIC) is an insurance professional designation. The CIC program was started by the National Alliance for Insurance Education & Research in Austin, Texas in 1969 by founder Dr. William T. Hold. Some CIC courses can be used to fulfill state continuing education requirements for licensing as an insurance agent. The CIC program is for agency owners, producers, agents, CSR’s, brokers, and insurance company personnel. There… More course
- Certified Risk
Uncertainty that may be either positive or negative arising from a given set of circumstances. Common definitions also include: 1) chance or probability of loss, 2) uncertainty concerning loss, 3) possibility of a variation of outcomes from a given set of circumstances, and 4) difference between expected losses and actual losses…. More Manager (CRM) course
- Certified Personal Risk Manager (CPRM) course
- MEGA Seminar: Dues Required (16hr MEGA updates for 2 Years, 8 hr MEGA Updates for 1 Year).
- Dynamics Series—Classroom Sales Training: Dues Required
- Ruble Seminars: Dues Required
- PROFocus Series
National Alliance PROFocus Series courses are open to all insurance and risk management professionals! Dues-paid National Alliance designees are eligible for update credit! PROFocus Series Courses—available in both classroom and instructor-led online formats—deliver high-level insurance and risk education for ALL industry, insurance, and risk management practitioners. These specialty courses are designed to build your industry-specific business and increase your income…. More: Dues Required
- William T. Hold Seminars-Self-Paced Online (4-hour)
- Ethics-Self-Paced Online (4-hour)
- Insuring Flood Exposures-Self-Paced Online (4-hour)
- William T. Hold Seminars—Classroom (7-hour)
- Dynamics of Service—Classroom (7-hour)
- Certified School Risk
Uncertainty that may be either positive or negative arising from a given set of circumstances. Common definitions also include: 1) chance or probability of loss, 2) uncertainty concerning loss, 3) possibility of a variation of outcomes from a given set of circumstances, and 4) difference between expected losses and actual losses…. More Manager (CSRM) course
- Certified Insurance Service Representative (CISR) course
Benefits
What's in it for
Your Clients?
- A respected, service-oriented designation that grows client and agency trust.
- Career-building technical and client knowledge from expert faculty with real-world experience.
- Greater income potential and enhanced job security in a competitive market.
- An understandable overview of coverages, forms, risks, and exposures.

What's in it for Your Agency or Company?

- Convenient access to courses—available in classroom, online, and at your place of business
- Your enhanced cross-selling and account rounding skills
- A growing business and higher retention of clients
- Better client relationships and expanded knowledge of agency operations
What's in it for You?
- You, a highly-trained professional with knowledge that can be applied immediately to clients’ needs.
- You, armed with technical information and resources to provide an array of coverage options.
- A satisfying relationship that produces a comprehensive profile of clients’ exposures and remedies.
