CISR Designation Program
The CISR Program empowers outstanding individuals to provide exceptional customer service.
Join the many thousands of insurance professionals who have already experienced these
benefits which include:
- Current, practical, up-to-date information you can apply immediately in your day-to-day
interactions with customers.
- Complete knowledge of risks, coverages, and exposures — knowledge that helps to
make you a truly superior insurance service professional.
- Cross-selling and account-rounding skills — to complement your core understanding
of risks and exposures.
- One-day classroom agendas or self-paced online agendas — giving you maximum
knowledge with a minimum amount of time away from the office.
- CE credit in states having a continuing education requirement — for a
convenient, cost-effective way to meet your ongoing CE needs.
- An affordable registration fee — one that includes the course outlines
and policy forms.
This excellent program will enrich your career, extend your knowledge, and immeasurably
increase the satisfaction that comes from doing a great job. For today's insurance
professional, it's an exceptionally rewarding opportunity.
How to earn your CISR Designation
The Certified Insurance Service Representatives (CISR) Program consists of 9 core courses
that allow participants to select from a variety of topics, based on their personal preference,
to earn the CISR designation. These options give participants the opportunity to choose courses
to specialize in a certain area or mix and match courses to diversify their learning.
To earn the CISR designation, you must complete five of the nine courses and pass the
exams within a three year period.
The CISR core courses are:
Commercial Casualty I
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COMMERCIAL CASUALTY I
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7 Hours of P&C or ADJ Credit
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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
Commercial Casualty II
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COMMERCIAL CASUALTY II
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7 Hours of P&C or ADJ Credit
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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:
- Workers' Compensation and Employers' Liability
- Introduction to Business Auto Coverage
- Excess Liability and Commercial Umbrella Policies
Insuring Commercial Property
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INSURING COMMERCIAL PROPERTY
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7 Hours of P&C or ADJ Credit
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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
Insuring Personal Auto
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INSURING PERSONAL AUTO
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7 Hours of P&C or ADJ Credit
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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
Insuring Personal Residential Property
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INSURING PERSONAL RESIDENTIAL PROPERTY
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7 Hours of P&C or ADJ Credit
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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
Other Personal Lines Solutions
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OTHER PERSONAL LINES SOLUTIONS
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7 Hours of P&C or ADJ Credit
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This course examines coverage exclusions
and limitations in the most current ISO Homeowners 3 – Special Form and the ISO
Personal Auto Policy.
Learn to address exposures created by business activities, the ownership or use of
recreational vehicles and watercraft, and the need for additional coverage through
Personal Umbrella Liability and Catastrophe Coverage.
Topics:
- Business Activities of Personal Lines Clients — Unique exposures to
in-home businesses, types of loss, risk management considerations, and methods of
insuring exposures.
- Recreational Lines — Identify exposures faced by personal lines
clients with recreational vehicles and watercraft.
- Personal Umbrella/Excess Liability — Understand Personal Umbrella
Liability/Excess Liability Coverage concepts and identify and compare policy
differences.
- Personal Lines Catastrophe Coverage — Coverage solutions and risk
mitigation methods or resources available to personal lines consumers for catastrophic
perils.
- Personal Lines Emerging Risks — Basics of how emerging risks develop,
risk management process essentials, and how to apply the risk management process to
an emerging risk.
** Please Note: It is recommended that students taking CISR Other Personal
Lines Solutions have already taken CISR Personal Residential or have a working knowledge
of the Homeowners Policy Form.
Agency Operations
AGENCY OPERATIONS
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5 Hours of P&C, L&H or ADJ Credit
and 1 Hour Ethics Credit
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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
Life & Health Essentials
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LIFE & HEALTH ESSENTIALS
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7 Hours of L&H or ADJ Credit
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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
Elements of Risk Management
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ELEMENTS OF RISK MANAGEMENT
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7 Hours of P&C, L&H or ADJ Credit
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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:
- Introduction to Risk Management
- Risk Identification
- Risk Analysis
- Risk Control
- Risk Financing
- Risk Administration
Click the class for detailed course information.
NEW CANCELLATION POLICY FOR 2023 — Cancellations received within 3 days of the class will incur a $25.00
non-transferable fee. No-shows will forefit the entire registration fee.
Live Class Information
There are currently NO LIVE CLASSES available. Please check the PIA Registration form for LIVE class option updates.
Click Here To Register
*Daily Schedule
Registration: 7:30 a.m.
Seminar: 8:00 a.m. - 3:30 p.m.
Q&A & Review: 3:30 - 4:00 p.m.
*Actual times may vary due to content.
CISR Instructor-Led Online Exam Process
Your exam will be available to you during a set 4-day testing window. It is your responsibility to
complete your exam during the assigned timeframe. You must submit your proctor information to
the National Alliance prior
to the end of your course. Please log into your National Alliance account at
https://pro.scic.com/SignIn.
Click on the Course History tab
and locate your current course. Select the "proctor" button under the Action column. Fill out the
form and submit. A set of exam instructions and an access PIN will be emailed to your proctor prior
to your testing window. You will access your exam inside your Learning Center on the National Alliance website.
Exam Proctor Rules
All final exams require you to have a proctor who is a disinterested third party to monitor your exam.
Your proctor must be present when you launch the exam through the entirety of your attempt. You have
three options when choosing a proctor. The National Alliance highly suggests Option #1.
- Option #1: You may use MonitorEdu as a virtual proctoring option. With MonitorEDU, an extra
device such as a smartphone or tablet is required. A proctor will observe you remotely on camera
while you complete the exam at home or work. No appointment is necessary, and proctors are always
available. First, navigate to the
MonitorEDU website
and pay their $18 proctoring fee. When you
are ready to take the exam during the exam window, return to this site and click "connect to the
proctor."
- Option #2: You may visit a brick-and-mortar testing location. The quickest way to locate a
proctor in your area is to conduct a Google search for "approved proctors near me." Your search
results will yield official testing centers at colleges, universities, libraries, and learning
centers. Licensee Insurance Associations (PIA, IIA, etc.) are approved in-person testing
locations.
- Option #3: Someone in a dedicated HR or training department role within your organization
may sit with you to proctor your exam.
For more information on the CISR Exam process, please
visit www.scic.com/faqs/
under Exams.
Maintaining the Designation/Earning the Elite Distinction
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.
Additional National Alliance Offerings
Also available are the William T. Hold Seminars and Dynamics of Service Seminars, which are
now available to ALL insurance professionals.
William T Hold Seminars* provide innovative answers to real-life situations. The one-day
seminar topics include: Cyber Liability, Additional Insureds, Workers Compensation, and
Homeowners Q & A, just to name a few. Each class is approved for CE credits determined by the
topic and will stand as your CISR Designation annual update.
WTH classes are only approved for Louisiana CE credit.
Dynamics of Service* is a one-day, insurance specific program that will immediately improve
the customer service in any agency, company or insurance-related organization. Each DOS class is
approved for 7 hours of CE credit and will stand as your CISR and CSRM annual update. Participants
who attend will:
- Dramatically improve their people skills
- Tune up their professional competence
- Acquire a wealth of tools and techniques for dealing with customers effectively
*Please note that WTH and DOS classes do NOT count toward earning your designation.
To contact the National Alliance directly or for information
on the CISR online classes please click
here.
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