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CISR Designation

Certified Insurance Service Representative Designation Program
An inspiring professional faculty, nine ONE-DAY courses to choose from, a curriculum that's tailored to Arizona--all these benefits make the CISR Program a truly superior education opportunity.

To earn the CISR designation, you must complete any five of the nine courses and pass the five exams within three years.

All CISR courses are approved for 7 hours of continuing education credit in Arizona and are available in the classroom and online.

An optional exam is given at the end of each course, in classroom or online, for those seeking the designation.

CISR Courses

  • Commercial Casualty I CGL, Additional Insureds
  • Commercial Casualty II BAP, WC, Excess Liability
  • Insuring Commercial Property
  • Insuring Personal Residential Property
  • Insuring Personal Auto Exposures
  • Personal Lines - Miscellaneous
  • Agency Operations
  • Life & Health Essentials
  • Elements of Risk Management

Detailed Course Content

Please Note: If you completed the Insuring Commercial Casualty Exposures course (available prior to Commercial Casualty I and Commercial Casualty II), you may earn the CISR designation or CISR Elite status by passing either Commercial Casualty I or Commercial Casualty II, but not both.

CISR Elite
After you earn the CISR designation, an update is required each year to keep your education current and to maintain your CISR designation. If you choose to update by attending one of the remaining four CISR courses you will be on your way to achieving the CISR Elite distinction. Once you've completed and passed all nine CISR courses (the first five courses within three years and the remaining four courses within an additional three years), you will earn the highest recognition for those in customer service any
where. With this new status, CISR Elites will receive a new pin, and a special diploma.

CISR Program Benefits
The CISR Program empowers outstanding individuals to provide exceptional customer service. Join the many thousands of insurance professionals who have already experienced the benefits, such as:

  • Current, practical, up-to-date information you can apply immediately in your day-to-day interactions with customers.
  • Complete knowledge of risks, coverages, and exposures - knowledge that helps to make you a truly superior insurance service professional.
  • Cross-selling and account-rounding skills - to complement your core understanding of risks and exposures.
  • One-day classroom agendas or self-paced online agendas - giving you maximum knowledge with a minimum amount of time away from the office.
  • CE credit in states having a continuing education requirement - for a convenient, cost-effective way to meet your ongoing CE needs.
  • An affordable registration fee - one that includes the course outlines and policy forms.

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.

CISR Eligibility
Everyone in the insurance field is welcome to attend the CISR Courses. Because course content thoroughly addresses all aspects of risks and exposures, the courses are very beneficial for new agents, as well as newer agency and company personnel. With this enriching program, those who possess enough drive and commitment have an opportunity to measure their knowledge of customer service against the high standards set by The National Alliance. The best of them become CISRs - Certified Insurance Service Representatives or CISR Elites.

CISR Update Options
Once you attain the CISR designation and experience the career fulfillment that comes along with it, you will want to make sure your knowledge and expertise stay up to date. A commitment to annual continuing education makes that possible. To maintain the CISR designation, you are required to complete one of the following skills-enriching courses every year. 

  • William T. Hold Seminar (ONLINE only)
  • Dynamics of Service (ONLINE only)
  • Certified Insurance Counselors (CIC) Institute - Update counts 2 years if you pay CISR dues to the National Alliance
  • Any of the nine Certified Insurance Service Representative Seminars
  • Certified School Risk Manager Seminars (ONLINE only)

Online options available and listed at under CISR.

Registration Fees:
$185 per participant for each of the CISR in-person courses. 
Live CISR webinars are $161 per participant.

You may take any seminar in any sequence that you wish. 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. 

2021 Class Schedule:
As developments relating to the containment of the COVID-19 (coronavirus) continue to unfold, the CISR classes will continue to be Live Webinars on the GoToWebinar platform, until July 2021. 

For now, the only "in-person" seminars on the schedule are to be hosted in Phoenix. Once it is safe to continue with live classes, we will look to schedule live programs in Tucson as we used to do before the COVID-19 pandemic.  

Insuring Commercial Casualty I
September 16-17 - WEBINAR

Insuring Commercial Casualty II

October 21,2021 - SEMINAR IN PHOENIX

Insuring Commercial Property
September 29, 2021 - SEMINAR IN PHOENIX

Insuring Personal Residential
October 13, 2021 - SEMINAR IN PHOENIX

Insuring Personal A
utomobile Exposures
August 2021 (Date TBA) - SEMINAR IN PHOENIX
December 16-17, 2021 - WEBINAR

Personal Lines Miscellaneous
July 14, 2021 - SEMINAR IN PHOENIX
November 18-19, 2021 - WEBINAR

Agency Operations
September 22, 2021 - SEMINAR IN PHOENIX

Life & Health Essentials
Returning in 2022

Elements of Risk Management
August 26, 2021 – SEMINAR IN PHOENIX
October 26, 2021 - SEMINAR IN PHOENIX

If you need a PDF Registration, please go to
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