The Certified Insurance Service Representative (CISR) designation empowers outstanding individuals to provide exceptional account management and customer service.

The Certified Insurance Service Representatives (CISR) designation program is a nationally recognized educational program for customer service representatives. This practical program includes 9 courses focused on minimizing E&O claims and understanding and analysis of risks and exposures. Some working knowledge of the applicable policies is required.

Earning the Designation

To earn the CISR designation you must complete five courses and successfully pass the examination that follows each course within three calendar years following the year in which you pass your first exam. To keep the designation, you must update each year with additional continuing education.

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

*To help you provide the very best coverage information, this online course includes NEW COVID-19 content as it relates to insurance and risk management.

 

29% of surveyed CSRs expressed an interest in advancement opportunities in agency management. —CSR Profile

CISR Agency Operations can transform you into an indispensable team player in any insurance agency or give you confidence to move into another position. As you work with colleagues and customers, you’ll discover an enhanced self-assurance and a greater understanding of the dynamics within insurance organizations. Also, understanding how agencies function is essential training for both insurance agency and company personnel. Topics:

  • Legal & Ethical Requirements
  • The Insurance Agency
  • The Insurance Industry and Marketplace
  • Communication and Technology
  • Agency Workflow Concepts
  • Agency Workflow Steps
  • Account Management
  • Errors & Omissions

State CE credit is approved in all states. To determine specific credits for your state go to the CE Guide.

 

Register

*To help you provide the very best coverage information, this online course includes NEW COVID-19 content as it relates to insurance and risk management.
 

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 Coverage Form. Also addressing additional insured exposures and the coverage available to meet them, the course provides a strong foundation that is valued by insurance professionals. Topics:

  • Essentials of Legal Liability
  • Commercial General Liability
  • Additional Insureds

Those who completed the Insuring Commercial Casualty Exposures course (which was available prior to Commercial Casualty I and Commercial Casualty II), may choose either Commercial Casualty I or Commercial Casualty II as part of their five courses to earn the CISR designation, but not both. State CE credit is approved in all states. To determine specific credits for your state go to the CE Guide.

 

Register

*To help you provide the very best coverage information, this online course includes NEW COVID-19 content as it relates to insurance and risk management.
 

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 Auto Policy, the Workers Compensation Policy, and Excess Liability Policies. You will improve your understanding in each of these vital areas. Topics:

  • Business Auto Exposures and Coverages
  • Workers Compensation & Employers Liability Insurance Policy
  • Commercial Umbrella and Excess Liability Policies

Those who completed the Insuring Commercial Casualty Exposures course (which was available prior to Commercial Casualty I and Commercial Casualty II), may choose either Commercial Casualty I or Commercial Casualty II as part of their five courses to earn the CISR designation, but not both. State CE credit is approved in all states. To determine specific credits for your state go to the CE Guide.

 

Register

Insurance Service Representatives can benefit from an understanding of the risk management process.

Knowing the types and classifications of exposures their clients face helps them to design more effective insurance and risk management programs. This course provides tools and techniques to identify exposures, assess their impact on clients’ assets and operations, consider a variety of loss funding/insurance options, control losses and claims, and finally to implement risk management and loss control procedures and monitoring their progress.

Topics Include:

  • Introduction to Risk Management
  • Risk Identification
  • Risk Analysis
  • Risk Control
  • Risk Financing
  • Risk Administration

State CE credit is approved in all states. To determine specific credits for your state go to the CE Guide.

Register

*To help you provide the very best coverage information, this online course includes NEW COVID-19 content as it relates to insurance and risk management.

 

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 Coverage Form
  • Causes of Loss 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.

 

Register

*To help you provide the very best coverage information, this online course includes NEW COVID-19 content as it relates to insurance and risk management.
 

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 Auto 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 Coverage
  • Medical Payments/Personal Injury Protection
  • 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. 

Register

*To help you provide the very best coverage information, this online course includes NEW COVID-19 content as it relates to insurance and risk management.
 

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 Coverages and Policy Conditions

State CE credit is approved in all states. To determine specific credits for your state go to the CE Guide.

 

Register

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
  • Common Characteristics of Life Insurance Concepts
  • Healthcare Policies
  • Federal Regulation and Consumer-Driven Health Plans
  • Medicare

State CE credit is approved in all states. To determine specific credits for your state go to the CE Guide.

 

Register

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 Auto 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 Activities of Personal Lines Clients
  • Recreational Vehicles
  • Watercraft
  • Personal Umbrella/Excess Liability

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.

 

Register

Learning Options

Self-Paced Online

Instructor-Led Online

In-Person Classroom

Designation

Sharpen your edge and stand out from the crowd.

The Certified Insurance Service Representatives (CISR) designation program is a nationally recognized educational program directed at a very particular job description in the agency—the customer service representative.  This program has been conducted in Pennsylvania, Maryland and Delaware since 1988 and continues to grow with new participants each year!
 
The CISR designation program is a practical program, focusing on minimizing E&O claims and understanding and analysis of risks and exposures. The program consists of nine, one-day courses that are sure to raise the standards of customer service. CISR is an intermediate level program, therefore assuming some working knowledge of the applicable policies. To earn the CISR designation you must complete five courses and successfully pass the examination that follows each course within three calendar years following the year in which you pass your first exam. To keep the designation you must update each year with additional continuing education courses offered by Insurance Agents & Brokers. The CISR designation identifies individuals who are committed to continually striving for the highest standard of professional and personal growth!
Any employee of an agency, insurance company or insurance–related business, including agents and agency managers is eligible to attend CISR courses.
You must complete five courses and successfully pass the examinations that follow each course. Once you have done this, you will have earned the right to use the designation as indicated in your Congratulatory Packet from the National Alliance 2-4 days following the posting of your final pass letter to your profile.  In addition, you will be eligible to attend special programs designed exclusively for CISR designees. 

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) course
  • Certified Risk 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: 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 Manager (CSRM) course
  • Certified Insurance Service Representative (CISR) course

Benefits

Client Benefits

  • 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.

Agency/Company Benefits

  • 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

Participant Benefits

  • 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.

CISR FAQs

The Certified Insurance Service Representative (CISR) Program is an educational program designed for customer service representatives. The designation represents a benchmark for an insurance professional’s commitment to customer service and their client relationships.

 

The CISR Program is an intermediate-level insurance education program, and participants should have a working knowledge of the applicable policies that are covered in the program courses. To meet the requirements for the designation, CISR participants must complete and pass the corresponding examination of five of nine courses offered in the program. They have three calendar years after the year they passed their first examination to complete the designation.

The complete list of CISR courses include:

  • Agency Operations
  • Commercial Casualty I
  • Commercial Casualty II
  • Elements of Risk Management
  • Insuring Commercial Property
  • Insuring Personal Auto Exposures
  • Insuring Personal Residential Property
  • Life & Health Essential
  • Personal Lines Miscellaneous

The program consists of nine, one-day courses all aimed at raising the standards of insurance knowledge and customer service. The courses cover essential aspects of commercial and personal lines coverages, exposures, and technical information. Course material also covers the latest forms for various foundational insurance policies for both personal and commercial lines.

 

Courses on the commercial lines side (Commercial Casualty I, Commercial Casualty II, and Insuring Commercial Property) cover key concepts and policies including legal liability, insured exposures, commercial general liability, business auto, workers’ compensation, excess liability, and commercial property coverages and exposures.

 

The CISR courses, Insuring Personal Auto Exposures and Insuring Personal Residential Property, cover foundational policies and concepts including elements of personal auto policy coverage, residential property, and homeowners policies. An additional course, Personal Lines Miscellaneous, addresses coverages such as watercraft, recreational vehicles, personal excess liability, and business property of residential customers.

 

Finally, the course, Essentials of Life & Health, covers elements of life insurance policies and health insurance, including Medicare.

To keep your CISR status current, designees must update their designation by completing an annual update program. CISRs can attend National Alliance conducted one-day courses or 16-hour courses, receiving up to two years of update credit.

 

Courses that satisfy the annual CISR update include:

  • Any 7-hour, classroom or online, CISR, CSRM, or William T. Hold course.
  • Any two 4-hour, online, William T. Hold Seminars, Ethics or Insuring Flood Exposure courses.
  • Any classroom or online CIC, CRM, or CPRM course. (Satisfies up to two years of update credit.)
  • Any Ruble Graduate Seminar, MEGA Seminar, ProFocus Seminar, or Dynamics Series course. (Membership dues are required to receive update credit.)

The CISR Elite Status demonstrates a commitment to customer service and insurance knowledge at a level beyond the CISR Program. Insurance professionals who have already earned the CISR designation have the option of earning the more advanced CISR Elite status by completing the remaining four CISR courses and passing the respective exams within a three-year period.

While the CISR designation was created for account managers and customer service representatives, any employee of an agency, insurance company, or insurance-related business is eligible to attend CISR courses and earn the designation. This includes agents as well as agency managers.

 

Specifically targeted job roles include customer service representatives for both commercial and personal lines, broker marketing representatives, and account managers.

The goal of a CISR designation is to empower insurance employees to provide exceptional account management and customer service. The CISR Program also offers career-building benefits for the insurance professional. Earning the CISR designation demonstrates that an account manager or customer service professional has technical knowledge and expertise in insurance and understands liability, exposures, and coverages.

 

CISRs keep their knowledge up to date with the latest coverages and forms by maintaining their designation.

The CISR designation program dates back to 1986 when a group of Kansas CICs saw a demand for an intermediate-level training program for insurance customer service representatives. The first CISR designation was awarded in 1987, and by 1996, the CISR Program had expanded to all 50 states. In 2001, an online training option was introduced, giving participants online and in-person options to complete the CISR designation. Today, there are 28,200 CISRs nationwide.

All CISR courses are available in three formats: self-paced online instruction; live, in-person classroom instruction; and online, instructor-led webinars. Insurance professionals have the option of choosing the format that works best for them. Online courses are accessible by computer, tablet, or smartphone, creating flexible and versatile options for participants. Each course consists of 7-hours of classroom instruction.

All CISR courses are taught by active insurance practitioners with expertise in the field. Courses are taught with the latest industry information, including forms and policies used by insurance professionals every day. The National Alliance CISR courses are continuously reviewed, updated, and expanded in order to meet the needs of the industry and its professionals.

Do you need an answer immediately?

Check out our FAQ page!