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 anywhere. With this new status, CISR Elites will receive a new pin, a special diploma, and recognition at a conferment ceremony.

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.

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
* Dynamics of Service
* Certified Insurance Counselors (CIC) Institute (Updates 2 years)
* Certified Insurance Service Representative (CISR)

Other options available and listed at under CISR.

$175 per participant for all CISR courses except for the Dynamics of Service.

$185 per participant per CISR Dynamics of Service.

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. None of the courses are mandatory.


Insuring Commercial Casualty I
December 4 - Kingman
January 16 - Phoenix
April 25 - Tucson
May 8 - Phoenix
May 23 - Gilbert
October 2 - Phoenix

Insuring Commercial Casualty II
December 11- Tucson
February 20 - Yuma (TENTATIVE)
March 7 - Phoenix
May 9 - Phoenix
November 13 - Phoenix
November 20 - Tucson

Insuring Commercial Property
March 21- Lake Havasu City
April 18 - Gilbert
May 7 - Phoenix
August 28 - Phoenix
October 24 - Flagstaff
December 12 - Phoenix

Insuring Personal Residential
February 20 - Phoenix
July 18 - Phoenix
September 18 - Phoenix
October 17 - Gilbert

Insuring Personal Auto Exposures
January 24 - Phoenix
June 13 - Tucson
June 19 - Phoenix
September 17 - Phoenix
October 22 - Kingman
December 17 - Phoenix

Personal Lines – Miscellaneous
February 21 - Phoenix
July 11 - Phoenix
September 19 - Phoenix

Agency Operations
March 27 - Phoenix
July 24 - Phoenix
September 5 - Tucson
November 21 - Phoenix

Life & Health Essentials
November 28 - Gilbert
December 12 - Phoenix
February 19 - Tucson
April 16 - Flagstaff
April 24 - Phoenix
August 6 - Phoenix
December 10 - Phoenix

Elements of Risk Management
January 29 - Phoenix
May 14 - Kingman
June 26 - Phoenix
July 28 - Gilbert
October 24 - Phoenix

William T. Hold Personal Lines
May 22 - Phoenix

William T. Hold Commercial Lines
Returning in 2020

If you need a PDF Registration, please go to Find A Class.