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CISR Program

Certified Insurance Service Representative (CISR) Program

The Certified Insurance Service Representative (CISR)  Program 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. 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.

Click Here to See Upcoming CISR Courses

The CISR Program, the Alliance and IA&B

IA&B brings you educational programs like the CISR  Program developed by the Risk & Insurance Education Alliance (the Alliance).
For over five decades, the Alliance has set the standard for quality, practical continuing education for insurance and risk management practitioners. For more information about the Alliance, go to: https://www.riskeducation.org/
For frequently asked questions and answers regarding the Alliance, go to: https://www.riskeducation.org/faqs/

Who Should Attend CISR Courses?

CISR courses are designed for individuals working in a customer service capacity.

Earn a Prestigious CISR Designation

To earn a CISR Designation, successfully complete five of the nine courses and pass all five multiple-choice exams within three calendar years. You can take the courses in any order. Once you have completed all five exams, you will earn the your designation. Note: Insurance professionals are welcome to take CISR courses without the intent to earn a designation. The exam is required only if earning the designation.

Earn a CISR Elite Designation

If you go on to take and pass all nine courses, you will earn the CISR Elite designation. After earning the CISR or the CISR Elite Designation, you are eligible to attend special programs designed exclusively for CISR designees.

CISR Elite logo

CISR Course Options

Agency Operations

Gain a greater understanding of the dynamics within insurance organizations. Also, understanding how agencies operate is essential training for both insurance agency and company personnel. This course helps make you an indispensable team player in any insurance agency.

Topics

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

Commercial Casualty I

This course strengthens your ability to have productive, assured interactions with your commercial customers in the area of commercial casualty exposures and coverages. You will improve your understanding of legal liability and what creates liability exposures. The focus of this course is the Commercial General Liability Coverage Form. This course also addresses additional insured exposures and the coverage available to meet these needs.

Topics

  • Essentials of Legal Liability
  • CGL Other Provisions
  • CGL Introduction
  • Additional Insureds
  • Commercial General Liability Coverage Parts

Commercial Casualty II

This course further strengthens your ability to have productive, assured interactions with your commercial customers in the area of commercial casualty exposures and coverages. The focus is on the Business Auto Policy, the Workers’ Compensation Policy and Excess Liability Policies

Topics

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

Commercial Property

Improve your cross-selling abilities with up-to-date knowledge of commercial property coverages while reducing your agency’s E&O exposures. This course gives you the skills to address these issues with greater knowledge and confidence.

Topics

  • Fundamentals of Commercial Property
  • Basics of Time Element
  • Building and Personal Property Coverage Form
  • Basics of Commercial Inland Marine
  • Causes of Loss Forms

Elements of Risk Management

Insurance is an integral part of any organization’s overall risk management program. Services provided by carriers, agencies and brokerages are often significant items associated with the cost of risk. This course covers the steps involved in protecting an organization’s assets, mission and its brand.

Topics

  • The Risk Management Process & Risk Terms
  • Risk Control
  • Risk Identification
  • Risk Finance
  • Risk Analysis
  • Risk Administration

Life & Health Essentials

Be better prepared to answer questions about the need for life insurance, and explore delivery systems and health plans designed to manage the high cost of care.

Topics

  • Introduction to Life Insurance
  • Term Insurance
  • Permanent Life Insurance
  • Health Insurance Concepts
  • Regulation
  • Consumer Driven Plans

Other Personal Lines Solutions

Prompt your personal lines client to identify the crucial exposures created by watercraft, recreational vehicles and business activities. ISO Homeowners and ISO Personal Auto Programs provide limited coverage. This course will help you design the appropriate coverage for these exposures and provide an analysis of coverage offered through personal umbrella or excess liability policies.

Topics

  • Watercraft Exposures & Coverages
  • Business Activities of Personal Lines Clients
  • Recreational Vehicles
  • Personal Umbrella/Excess Liability

Personal Auto Exposures

Assist your clients in identifying their exposures and more effectively advise them in the processes of analyzing, obtaining, and modifying their personal automobile policies.

Topics

  • Introduction to the Personal Auto Policy
  • Uninsured/Underinsured Motorists Coverage
  • Liability Coverages
  • Coverage for Damage to Your Auto
  • Medical Payments Coverage
  • Provisions

Personal Residential Property

Gain the expertise you need to guide your customers through the often complex and confusing process of purchasing homeowners insurance. Learn how to help them make decisions that insure their most valuable assets.

Topics

  • Introduction to the Homeowners Policy
  • Homeowners Policy Section I
  • Homeowners Policy Section II
  • Tenants, Unit-Owners, and the Dwelling Policy

Your Investment

Members & Non-Members
In-Person  – $205 per course / includes Course Materials and CE Fees

Webinar – $170 per course / includes Course Materials and CE Fees

Typical Schedule (times could slightly vary)

7:30-7:55 AM:   

8:00 AM-Noon:   

Noon-12:45 PM:   

12:45-3:45 PM:   

3:45-4:15 PM:   

Arrival / Log into Webinar
Morning Session with Breaks

Lunch Break

Afternoon Session with Breaks
Exam* Review and Q&A Session (for individuals earning the designation)

* Beginning July 1, 2022, for all CISR courses the exam will be open and available at 4:15 PM the day of the program and will remain open through 11:59 PM the following Thursday.

Maintain Your Designation - CISR Designation Requirements

After receiving the CISR Designation, no further exams are required; however,  you will need to complete any one of these annual update options:

CISR Q&A

For frequently asked Q&As regarding CISR and other education related questions, go to our FAQ page.
“I attended a CISR Agency Operations webinar and the instructor Kevin was great. He kept me engaged the whole time and was knowledgeable on the material. Also, It was easy to ask questions during the webinar.”
Shannon KleinsmithCommercial Lines Account Manager
650 Wilson Lane, Suite 200
Mechanicsburg, PA 17055
191 Main Street
Annapolis, MD 21401
Toll Free: 800-998-9644
Fax: 717-795-8347
Email: IAB@IABforME.com
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