Take the next step in your career

Earn your Certified Insurance Service Representative (CISR) Designation

CISR Designation logoToday’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!

There are no prerequisites for taking courses or enrolling in the CISR program! To earn your CISR designation, you must successfully complete and pass exams for five of the nine CISR courses within three calendar years after passing the first exam.

CISR helps build your career by offering the flexibility of nine courses covering many different areas in the fields of insurance, risk management, and benefits. CISR courses set the standard for training in technical expertise, productivity, responsibilities and client relationships.

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What's CISR Elite?

CISR Elite designation logo

So you've earned your CISR designation by successfully completing five courses -- what's next for your career and education learning path? CISR Elite takes you to the next level!

Choose to attend the four remaining CISR courses and pass the corresponding exams, and you will earn not only an advanced credential, the CISR Elite status, but also:

  • a broader base of knowledge,
  • a more comprehensive skill set, and
  • recognition for your initiative!

You also can satisfy your CISR designation update requirement—while working toward the CISR Elite distinction—two accomplishments with one course attendance! For more information on the CISR Elite Designation, click the button below!

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Current CISR Course Offerings

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Agency Operations

Approved for 7 OH CE credits​
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. You'll study: legal and ethical requirements, the insurance agency, the insurance industry and marketplace, communication, agency workflow, account management, and errors and omissions.

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Commercial Casualty I - CGL, Additional Insureds

Approved for 7 OH CE credits​
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. You'll study: essentials of legal liability, CGL introduction, commercial general liability coverage parts, CGL other provisions, and additional insureds.

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Commercial Casualty II - BAP, WC, Excess Liability

Approved for 7 OH CE credits​
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 in each of these areas: business auto exposures and coverages, workers compensation and employers liability insurance policy, and commercial umbrella and excess liability policies.

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Insuring Commercial Property

Approved for 7 OH CE credits​
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. You'll study: fundamentals of commercial property insurance, building and personal property coverage form, causes of loss forms, basics of time element insurance, and the basics of commercial inland marine insurance.

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Insuring Personal Auto Exposures

Approved for 7 OH CE credits​
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. You'll learn: introduction to the personal auto policy, liability coverages, medical payments coverage, uninsured/underinsured motorists coverage, coverage for damage to your auto and policy provisions.

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Insuring Personal Residential Property

Approved for 7 OH CE credits​
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. You'll learn: introduction to the homeowners policy, homeowners policy section I, homeowners policy section II, and tenants, unit-owners and the dwelling policy.

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Personal Lines - Miscellaneous

Approved for 7 OH CE credits​
This course addresses the exposures created by watercraft, recreational vehicles, and business activities encountered when working with personal lines clients. Prompting your clients 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. You'll cover: watercraft exposures and coverages, recreational vehicles, business activities of personal lines clients, personal umbrella/excess liability.


Other CISR Courses

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Elements of Risk Management

Approved for 7 OH CE credits​
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. You'll cover five powerful steps in this process, which protects not only the organization's assets, but also its mission and brand. You'll study: risk identification, risk analysis, risk control, risk finance and risk administration.

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Life & Health Essentials

Approved for 7 OH CE credits​
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 well-being 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 medial 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.

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For a full listing of available CISR seminars, please visit the CISR schedule.

View Full CISR Schedule


CISR program provided by The National Alliance for Insurance Education & Research.