CISR – Insurance Agents & Brokers

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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.

NOTE: Due to COVID-19, CISR seminars are only offered as interactive, live webinars. At this time, the classroom format is not available.

The CISR Program, The National Alliance and IA&B

IA&B brings you educational programs like the CISR Program developed by The National Alliance for Insurance Education and Research.

For over five decades, The National Alliance has set the standard for quality, practical continuing education for insurance and risk management practitioners. For more information about the National Alliance, go to https://www.scic.com/

For frequently asked questions and answers regarding the National Alliance, go to https://www.scic.com/faqs/

Who Should Attend CISR Seminars?

CISR seminars 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 seminars 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 seminars, 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 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 Casuality 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

Commercial Casuality 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

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

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

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

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 Lines Miscellaneous

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

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

CISR Live Webinar

Your Investment

Members & Non-Members

$161 per course/ includes Course Materials and CE Fees

Typical Schedule (times could slightly vary)

7:30 AM – 7:55 AM: Log into webinar

8:00 AM – Noon: Webinar in session with scheduled breaks

12:00 – 12:45 PM: Lunch break

12:45 PM – 3:45 PM: Webinar in session with breaks

3:45 PM – 4:15 PM: Exam* review and Q&A session for individuals earning the designation

*For webinar courses, the exam is offered online between Monday and Thursday the week following the course.

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.

5050 Ritter Road
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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