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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 online exam can be taken at the end of each in classroom seminar or webinar for those seeking the designation.

CISR Courses

Commercial Casualty I CGL, Additional Insureds (1IC)

This CISR Commercial Casualty I Course strengthens your ability to have productive, confident interactions with your commercial customers in the area of commercial casualty exposures and coverages. You'll improve your understanding of legal liability and what creates liability exposures. The focus of this course is the Commercial General Liability Coverage Form. Also addressing additional insured exposures and the coverage available to meet them, the course provides a strong foundation that is valued by insurance professionals.
Topics:
- Essentials of Legal Liability
- Commercial General Liability
- Additional Insureds

Commercial Casualty II BAP, WC, Excess Liability (2IC)

This course, like Commercial Casualty I, expands your ability to have a confident relationship with your commercial customers in the area of commercial casualty exposures and coverages. In Commercial Casualty II, the focus is the Business Auto Policy, the Workers Compensation Policy, and Excess Liability Policies. You will improve your understanding in each of these vital areas.
Topics:
- Workers' Compensation and Employers' Liability
- Introduction to Business Auto Coverage
- Excess Liability and Commercial Umbrella Policies

Insuring Commercial Property (IP)

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. Insuring Commercial Property gives you the skills to address these issues with greater ease and confidence.
Topics:
- Fundamentals of Commercial Property Insurance
- Building and Personal Property Coverage Form
- Causes of Loss Forms
- Basics of Time Element Insurance
- Basics of Commercial Inland Marine Insurance

Insuring Personal Residential Property (PR)

The CISR Personal Residential Course helps you develop the expertise to guide your customers through the often complex and confusing process of purchasing homeowners insurance. More importantly, you will be able to provide practical information that will help clients make decisions for protecting their most valuable assets and their financial future in the event of a loss.
Topics:
- Personal Residential Concepts
- Homeowners Policy Property Coverages
- Homeowners Policy Liability Coverages and Policy Conditions

Insuring Personal Auto Exposures (PA)

After taking the CISR Insuring Personal Auto Course, you'll be able to assist your clients in identifying their exposures and more effectively advise them of policy limitations or exclusions that may apply, including ways to provide the needed coverage.
Topics:
- Introduction to the Personal Auto Policy
- Personal Auto Policy Definitions and Liability Coverage
- Medical Payments/Personal Injury Protection
- Uninsured/Underinsured Motorists Coverage
- Coverage for Damage to Your Auto
- Coverage for a Rented Vehicle

Other Personal Lines Solutions (OPLS)

This course examines coverage exclusions and limitations in the most current ISO Homeowners 3 – Special Form and the ISO Personal Auto Policy.
Learn to address exposures created by business activities, the ownership or use of recreational vehicles and watercraft, and the need for additional coverage through Personal Umbrella Liability and Catastrophe Coverage.
Topics:
- Business Activities of Personal Lines Clients
- Recreational Lines
- Personal Umbrella/Excess Liability
- Personal Lines Catastrophe Coverage
- Personal Lines Emerging Risks

Agency Operations (AO)

CISR Agency Operations can transform you into an indispensable team player in any insurance agency or give you confidence to move into another position. As you work with colleagues and customers, you'll discover an enhanced self-assurance and a greater understanding of the dynamics within insurance organizations. Also, understanding how agencies function is essential training for both insurance agency and company personnel.
Topics:
- Legal & Ethical Requirements
- The Insurance Agency
- The Insurance Industry and Marketplace
- Communication and Technology
- Agency Workflow Concepts
- Agency Workflow Steps
- Account Management
- Errors & Omissions

Life & Health Essentials (LHE)

This course helps 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 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.
Topics:
- Introduction to Life Insurance
- Term and Permanent Life Insurance
- Common Characteristics of Life Insurance Concepts
- Healthcare Policies
- Federal Regulation and Consumer-Driven Health Plans
- Medicare

Elements of Risk Management (ELR)

Knowing the types and classifications of exposures their clients face helps them to design more effective insurance and risk management programs. This course provides tools and techniques to identify exposures, assess their impact on clients' assets and operations, consider a variety of loss funding/insurance options, control losses and claims, and finally to implement risk management and loss control procedures and monitoring their progress.
Topics:
- Introduction to Risk Management
- Risk Identification
- Risk Analysis
- Risk Control
- Risk Financing
- Risk Administration

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 anywhere. 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 Risk & Insurance Education 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)
Certified Insurance Counselors (CIC) Institute - Update counts 2 years if you pay CISR dues to the Risk & Insurance Education Alliance
Any of the nine Certified Insurance Service Representative Seminars
Certified School Risk Manager Seminars (ONLINE only)

Online options available and listed at www.riskeducation.org under CISR.

Registration Fees:
Effective January 1, 2023, $199 per participant for each of the CISR
in-person seminars, and live CISR webinars $170 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.

Cancelation Policy:

Full refund if written notification is received seven (7) business days prior to the seminar. Cancellations received after that date will incur a $25 non-transferable fee. No shows forfeit full registration fees. ITEC reserves the right to cancel or reschedule this event. ITEC is not responsible for airfare, lodging, or other related expenses including airline penalties incurred. No transferring of funds to a future seminar will be allowed. The IIABAZ will refund cancelled registrations, minus any applicable cancellation fees.

2025 Class Schedule:
The COVID-19 (coronavirus) changed the educational landscape. As a result, the CISR classes will continue to be a mixture of mostly live webinars on the Zoom platform with a smaller selection of
in-person seminars in Phoenix.

Insuring Commercial Casualty I

October 1-2 Webinar

Insuring Commercial Casualty II

November 13-14 - Webinar

Insuring Commercial Property

COURSE WILL RETURN IN 2026

Insuring Personal Residential

COURSE WILL RETURN IN 2026

Insuring Personal Automobile Exposures

October 16 - Seminar

Other Personal Lines Solutions

December 11-12 - Webinar

Agency Operations