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An inspiring professional faculty, nine ONE-DAY courses to choose from, a curriculum that's tailored to your region--all these benefits make the CISR Program a truly superior education opportunity. To earn the CISR designation, you must complete any five of the nine courses and pass the five exams within three years.

All CISR courses are approved for state CE credit and are available in the classroom and online. An optional exam is given at the end of each course, in classroom or online, for those seeking the designation.

CISR courses - Available in the classroom and online:

  • Commercial Casualty I – CGL, Additional Insureds
  • Commercial Casualty II – BAP, WC, Excess Liability
  • Insuring Commercial Property
  • Insuring Personal Residential Property
  • Insuring Personal Auto Exposures
  • Personal Lines - Miscellaneous
  • Agency Operations
  • Life & Health Essentials
  • Elements of Risk Management

Please Note: If you completed the Insuring Commercial Casualty Exposures course (available prior to Commercial Casualty I and Commercial Casualty II), you may earn the CISR designation or CISR Elite status by passing either Commercial Casualty I or Commercial Casualty II, but not both.

After you earn the CISR designation, an update is required each year to keep your education current and to maintain your CISR designation. If you choose to update by attending one of the remaining four CISR courses (see note above) you will be on your way to achieving the CISR Elite distinction. Once you’ve completed and passed all nine CISR courses (the first five courses within three years and the remaining four courses within an additional three years), you will earn the highest recognition for those in customer service anywhere. With this new status, CISR Elites will receive a new pin, a special diploma, and recognition at a conferment ceremony.

Reading Guide - Prepping for Class

Arrangements can also be made to bring CISR courses in-house. That’s when we bring our programs to you at a location of your choosing. Contact us at 800-633-2165 for more information.

If your organization is sending a number of people to outside training, you can achieve considerable savings by bringing training in-house. Volume discounts are also available for online courses! For details, send us a message through the Contact Us link.

Interested in becoming a faculty member? Read more to find out how.

Success Stories

I gleaned so much from this class that I was able to embrace everything I learned and put it to immediate use. Since the class, I’ve become more conscious of my volume, clarity of my words, the pleasantness of my tone and my energy level. Thank you for this class – it is a keeper! ”
Michele Burton, CISR, ACSR, Willis of Texas, Inc.,, Houston, TX
The tips learned from Dynamics of Service have been implemented into my daily work flow. I've attended twice in the past 2 years, each with a different instructor. Both courses provided me with valuable insight from the instructor and from other attendees who all have a wide variety of experience, both in years and the types of business they handle. One of the best things about this class is the interaction between insurance professionals during the course of the day. I strongly recommend this class. ”
Christina Piona, AFIS, CISR, United Valley Insurance Agency
I have been working in the insurance industry for more than 30 years. And...30 years ago, there was no CISR Program. Today, with the CISR Program, I see new people entering our industry who are able to apply knowledge with confidence much quicker than in the past. The National Alliance has made such a difference in our industry...and the CISR Program is only one of the many jewels they have provided. Thank you Dr. Hold and all the talented people associated with The National Alliance. You have and continue to make a difference in the insurance industry.”
Jeanette Machisic, CIC, AAI, CTM, Client Services Manager, HUB International, Denver, CO
The CISR program gives our Commercial and Personal Lines CSRs a core foundation of product knowledge critical to providing our clients with quality insurance protection. The flexibility of having access to both classroom and online programs has been very helpful. We are able to meet the needs of our employee's different learning styles while at the same time managing our expenses.”
Larry E. Lujan, CIC, President, Manuel Lujan Insurance, Albuquerque, NM
The CISR Program has given me the opportunity to learn how to provide my customers with a broader understanding of their personal and commercial exposures. Participation in the program is a great first step towards becoming an insurance professional.”
Matthew M. Smyth, CISR, Commerce Insurance Services, Cherry Hill, NJ

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