Certified Insurance Service Representative (CISR)
The CISR programs give you a choice and additional earning opportunities in the commercial lines and personal lines subject areas as well as course offerings in life & health and risk management.
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.
Program Benefits:
- Current, practical course content, applicable to your everyday work.
- The coveted Certified Insurance Counselor (CIC) designation signifies a higher professional level of experience and competence.
- Curriculum tailored to your particular region.
- National recognition within the industry for the program and designation, for your knowledge, and professionalism.
- The program meets most states’ annual CE requirements.
- Ample choices – more than 300 institutes held nationally each year.
- The fee includes a comprehensive notebook for future reference.
- You can substitute any CRM course for anyone CIC institute to earn the CIC designation.
Designation Requirements:
To earn your CISR designation, you must complete and pass any combination of five examinations of the nine courses within three years of passing your first CISR exam. None of the courses are mandatory. You may take any institute in any sequence that you wish.
Update Requirements:
To maintain the CISR designation, you are required to complete one of the following skills-enriching courses every year.
- William T. Hold Seminar
- Dynamics of Service
- Certified Insurance Counselors (CIC) Institute (Updates 2 years)
- Certified Insurance Service Representative (CISR)
CISR Elite:
If you hold the CISR designation and pass the other four CISR course exams, you will earn the CISR
Find a Class:
CIC classes are offered in conjunction with the Massachusetts Association of Insurance Agents. Registration and calendar dates will be scheduled through MAIA’s office.
Course Requirements
Must complete any 5. See below for course descriptions
- Commercial Casualty I
- Commercial Casualty II
- Insuring Commercial Property
- Insuring Personal Residential Property
- Insuring Personal Auto Exposures
- Personal Lines Miscellaneous
- Elements of Risk Management
- Agency Operations
- Life & Health Essentials
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.
Commercial Casualty II – 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. You will improve your understanding of each of these areas.
Insuring Commercial Property – 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.
Insuring Personal Residential Property – 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 ensure their most valuable assets.
Insuring Personal Auto Exposures – After taking this course, you will be able to assist your clients in identifying their exposures and more effectively advise them in the processes of analyzing, obtaining, and modifying their personal automobile policies.
Personal Lines Miscellaneous – 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.
Elements of Risk Management – Insurance professionals need training in the risk management process for two reasons. First, insurance is an integral part of the 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.
Agency Operations – 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.
Life & Health Essentials – 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.