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 - and you don't have to take an exam to receive CE credit! 

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
With an agenda created from more than 40 topics ranging from personal lines to risk management, William T. Hold seminar attendees will explore new topics or dive deeper into topics only touched on in core CISR courses. Topics could include garage insurance, certificates of insurance, rental cars and more (for specific topic information for a particular date, consult the seminar agenda). We hope you'll join us at the next William T. Hold seminar in your area!

Effective Sept. 1, 2010, a participant no longer needs to hold a CISR designation or be a dues-paid member of the Society of CISR to attend the William T. Hold seminars, both classroom and online.

Dynamics of Service Seminar
Improve your people skills dramatically by learning behavioral styles and effective ways to communicate with difficult personalities. Find out why Dynamics of Service is consistently one of the highest-rated CISR programs by attending one in your area!

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

 

 

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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 of Commercial Property Insurance, the basics of time element insurance and commercial inland marine insurance. You'll also analyze the building and personal property coverage form and causes of loss forms.

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 the basics of risk management and financial statement analysis, claims processing, key communication skills and 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.

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Don't want to register online?
» Download a form to fax or mail in your registration

Contact PIA's Education Team for more information.