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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 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 Include:
- Essentials of Legal Liability
- CGL Introduction
- Commercial General Liability Coverage Parts
- CGL Other Provisions
- 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, strengthens your ability to have productive, assured
interactions with your commercial customers in the area of commercial casualty exposures and
coverages. In this course, the focus is the Business Auto Policy, the Workers Compensation
Policy and Excess Liability Policies. This course is designed to help you improve your
understanding in each of these areas.
Topics Include:
- Business Auto Exposures and Coverages
- Workers Compensation & Employers Liability Insurance Policy
- Commercial Umbrella and Excess Liability 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. This course gives you the skills to address these issues with greater
ease and confidence.
Topics Include:
- 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 Exposures
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INSURING PERSONAL AUTO EXPOSURES
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7 Hours of P&C or ADJ Credit
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After taking this course, participants should be able to assist their clients in identifying their
exposures and more effectively advise them in the processes of analyzing, obtaining, and modifying
their personal automobile policies.
Topics Include:
- Introduction to the Personal Auto Policy
- Liability Coverages
- Medical Payments Coverage
- Uninsured/Underinsured Motorists Coverage
- Coverage for Damage to Your Auto
- Provisions
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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This course gives you the expertise you need to guide your customers through the often complex and
confusing process of purchasing homeowners insurance - and help them make decisions that insure
their most valuable assets.
Topics Include:
- Introduction to the Homeowners Policy
- Homeowners Policy Section I
- Homeowners Policy Section II
- Tenants, Unit-Owners, and the Dwelling Policy
Personal Lines Miscellaneous
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PERSONAL LINES MISCELLANEOUS
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7 Hours of P&C or ADJ Credit
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This course addresses the exposures created by watercraft, recreational vehicles, and business
activities often encountered when working with personal lines clients. Prompting your client to
identify these exposures is crucial, because the ISO Homeowners and ISO Personal Auto Programs provide
only very limited coverage. You will be better able to design the appropriate coverage for these
exposures. The course will also provide an analysis of the important coverage offered through personal
umbrella or excess liability policies.
Topics Include:
- Watercraft Exposures & Coverages
- Recreational Vehicles
- Business Activities of Personal Lines Clients
- Personal Umbrella/Excess Liability
** Please Note: 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.
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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This course helps make you an indispensable team player in any insurance agency. As you work
with colleagues and customers, you will do so with enhanced self-assurance and a greater
understanding of the dynamics within insurance organizations. Also, understanding how agencies
operate is essential training for both insurance agency and company personnel.
Topics Include:
- Legal & Ethical Requirements
- The Insurance Agency
- The Insurance Industry and Marketplace
- Communication
- Agency Workflow
- 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 will help 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 Include:
- Introduction to Life Insurance
- Term Insurance
- Permanent Life Insurance
- Health Insurance Concepts
- Regulation & Consumer Driven Plans
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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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 cost of risk.
This course will cover each of the five powerful steps in this process, which protects not
only the organization's assets, but also its mission and its brand.
Topics Include:
- The Risk Management Process
- Risk Terms
- Risk Identification
- Risk Analysis
- Risk Control
- Risk Finance
- Risk Administration
Click the class for detailed course information.
Live Class Information
The CISR courses are reasonably priced and offered throughout Louisiana. Pre-registration
is recommended for all classes and space is limited.
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.
Exam: 4:00 - 5:00 p.m. (required only for individuals earning the CISR designation)
*Actual times may vary due to content.
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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