Certified Insurance Service Representative (CISR & CISR Elite)

The Certified Insurance Service Representative (CISR) Designation is a nationally recognized designation program.  It is a practical program that stresses the understanding and analysis of risks and exposures.  Topical areas studies are commercial lines, personal lines, life & health and risk management. A student participating in these programs should have a basic knowledge of insurance.

How To Earn the CISR Designation:

  1. Designees must complete five out of nine course offerings and pass the corresponding exams for each class.
  2. You may take the courses in any order.
  3. Anyone may attend the courses and receive the CEUs without taking the exam.
  4. To earn the CISR designation you must successfully complete the five programs within three calendar years following the passage of the first exam.

Go on to Earn the CISR Elite Designation:

  1. Once you have earned the CISR designation, work toward the CISR Elite designation by completing the four additional CISR courses and then ...
  2. Pass the corresponding exams.  These additional passes must be achieved in a three year time frame.   

Obtaining the additional status of being a CISR Elite is evidence of commitment to the agency, the client, and your personal growth. Earning CISR Elite designation represents increased specialized knowledge, increases earning power, enhances professional status and creates more value for your agency or company.  

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 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 exposures. This course gives you the skills to address these issues with greater ease and confidence.

Personal Residential

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.

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.

Elements of Risk Management

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. In this eight-hour course we will cover each of the five powerful steps in this process, which protects not only the organization's assets, but also its mission and its brand.

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 in each of these areas.

Personal Auto

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 Misc.

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.

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. 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 medical 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.

Continuing Education:

The state requires that all registrants attend a class in its entirety to receive continuing education credits (CEs). Partial credit is not given for partial attendance. Late arrivals will not receive any CE.

2020 Fees

MAIA Members: $192.00
Non-Members: $192.00
Webinars: $161.00

If you work for a Massachusetts employer and are a member of MAIA, you can apply for Massachusetts Workforce Training Funds to pay for your CISR designation. Learn more...NOW!

REGISTRATION:        7:30 a.m.

CLASS TIME:              8:00 a.m. to 4:00 p.m.

EXAM:                       4:00 p.m. to 5:00 p.m.

Update Requirement:

 Once you attain the CISR designation, there is an annual update requirement to maintain the designation.  You must be a dues-paid member of the Society and update by the end of your birth month every year by taking one of the following approved courses:

 William T. Hold Seminar 

Certified Insurance Service Representative (CISR) Course  
Certified Insurance Counselor (CIC) Institute 

James K Ruble Graduate Seminar 

Certified Risk Manager (CRM) Course

Online Opportunity

Attend a CISR course in the classroom or go online. To find out how to take a CISR course online, please call 800-633-2165 or go to www.scic.com.

Advanced Learning Experiences

CISR Elite

William T. Hold Seminars 

Classroom & Training Center Policies


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