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Take the next step in your career

Earn your Certified Insurance Service Representative (CISR) Designation 

  

Earning the highly-respected CISR certification shows dedication to your career and to your clients.

This outstanding intermediate-level program is geared to CSRs, company representatives, new producers and other agency staff. The course content is current, practical information, which can be readily applied in daily use. You will discover cross-selling techniques to increase your agency's bottom line.

Each CISR designation course is followed by an optional one-hour examination. To earn your CISR certification, you must successfully complete the entire series of CISR designation exams within three calendar years after passing the first exam.

William T. Hold Advanced Learning Seminar
The Advanced Learning Seminar (ALS) is a program exclusively for CISR designation holders. Join us for an ALS to network with other CISR designees and satisfy the annual update requirement for the Society of CISR.

No exam required for CE credit.

2010 CISR Schedule:

  Date   City   Topic
  June 10   Cleveland   Agency Operations2
  June 22   Columbus   Personal Residential
  June 24   Cincinnati   Dynamics of Service2,3
  July 21   Columbus   Commercial Property
  July 22       Cleveland   Commercial Casualty
  July 28   Toledo   Personal Residential
  August 3   Cincinnati   Personal Auto
  August 10   Columbus   Dynamics of Service2,3
  August 17   Cleveland   Personal Residential
  September 21   Dayton   Personal Residential
  September 23   Toledo   Commercial Casualty
  September 30   Cleveland   William T. Hold1
  October 7   Cincinnati   Agency Operations2
  October 14   Akron   Personal Auto
  October 28   Cleveland   Commercial Property
  November 4   Columbus   Personal Auto
  November 9   Cincinnati   William T. Hold1


1Effective Jan. 1, 2008, a participant must hold the CISR designation and be a dues-paid member of the Society of CISR to attend the William T. Hold seminars, both classroom and online.

2You could earn a discount on your E&O policy. For details, call PIA at (800) 555-1742.

3Effective Jan. 1, 2008, while attending a Dynamics of Service seminar, a participant must be a dues-paid member of the Society of CISR in order to receive their CISR update. Participants do not have to hold their CISR designation to attend.

For more information, please contact the National Alliance for Insurance Education and Research.


 

Agent Excel

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Contact PIA's Education Team at
(800) 555-1742 for more information.

The CISR designation is composed of five modules and may be taken in any order:

Personal Residential
Approved for 8 Ohio CE credits
Improve your understanding of personal residential coverages. You will take part in an in-depth analysis of the coverage provided by the Homeowners Policy and all major endorsements and learn the similarities and differences inherent to Dwelling Policies and Homeowners Policies.

Personal Auto
Approved for 8 Ohio CE credits
Take part in an analysis of the coverage provided by the Personal Auto Policy and learn about endorsements to the Personal Auto Policy Analysis of Personal Umbrella coverages.

Commercial Property
Approved for 8 Ohio CE credits
This class will teach you the essentials for Commercial Property Insurance. Take part in an analysis of the coverage provided by the Commercial Property Policy and learn about endorsements to the Commercial Property Policy.

Commercial Casualty
Approved for 8 Ohio CE credits
This course provides an opportunity to hear an in-depth analysis of General Liability, Workers' Compensation and Commercial Auto with endorsements. You will also learn how to qualify a risk with specific questions and a checklist for prospects and renewals.

Agency Operations
Approved for 8 Ohio CE credits
Approved for E&O Loss Control Credit
In this course, you will learn about automation, agency systems and the functions of the independent agency. You will also learn methods for developing professionalism and business relationships and how ethics and legal obligations play a role in your agency's operations.

Each course is followed by an optional one-hour examination. To achieve the CISR designation, you must successfully complete the entire series of CISR examinations within three calendar years after passing the first examination.