Search :

 Home |  Advocacy |  Networking |  Professional Development |  Publications |  Products and Services |

Back to Designations Page

CISR LogoCertified Insurance Service Representative

CISR’s goal is to challenge you to become one of the best. You may choose to focus on specific topics, or you may decide to go for the designation. When you successfully complete the optional examination following five of the nine courses/modules listed below, you will have earned the right to be called a Certified Insurance Service Representative. You do not need to be licensed to attend CISR courses. Please note change in number of CE credit hours from 8 to 7 in 2014.

2014 CISR Schedule and Registraton Form
2014 CISR Instructors


CISR Course/Module Descriptions

Commercial Casualty I – CGL,AI
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. 7 hours P/C Michigan CE Credit.


  • Essentials of Legal Liability
  • CGL Introduction 
  • Commercial General Liability Coverage Parts 
  • CGL Other Provisions
  • Additional Insureds


Commercial Casualty II – BAP, WC, Excess
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. 7 hours P/C Michigan CE Credit.


  • Business Auto Exposures and Coverages
  • Workers Compensation & Employers Liability Insurance Policy 
  • Commercial Umbrella and Excess Liability Policies


Insuring 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. 7 hours P/C Michigan CE Credit.


  • 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
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. 7 hours P/C Michigan CE Credit.


  • Introduction to the Homeowners Policy
  • Homeowners Policy Section I
  • Homeowners Policy Section II
  • Tenants, Unit-Owners, and the Dwelling Policy


Insuring Personal Auto Exposures
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. 7 hours P/C Michigan CE Credit.


  • Introduction to the Personal Auto Policy
  • Liability Coverages
  • Medical Payments Coverage
  • Uninsured/Underinsured Motorists Coverage
  • Coverage for Damage to Your Auto
  • Provisions 


Personal Lines – Miscellaneous
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. 7 hours P/C Michigan CE Credit.


  • Watercraft Exposures & Coverages
  • Recreational Vehicles
  • Business Activities of Personal Lines Clients
  • Personal Umbrella/Excess Liability


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. 7 hours L/H Michigan CE Credit.


  • Introduction to Life Insurance
  • Term Insurance
  • Permanent Life Insurance
  • Health Insurance Concepts
  • Regulation 
  • Consumer Driven Plans


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. 7 hours P/C Michigan CE Credit.

Topics Include:

  • The Risk Management Process & Risk Terms
  • Risk Identification
  • Risk Analysis
  • Risk Control
  • Risk Finance]
  • Risk Administration


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. 6 hours Any, 1 hour Ethics Michigan CE Credit.


  • Legal & Ethical Requirements
  • The Insurance Agency
  • The Insurance Industry and Marketplace
  • Communication
  • Agency Workflow
  • Account Management
  • Errors & Omissions


Dynamics of Service
In a competitive marketplace, an agency’s or company's most important asset is...its people. Give your personnel the tools they need to succeed!

Dynamics of Service is consistently one of our highest-rated programs. Participants repeatedly tell us how this one-day course transformed their lives immediately when back on the job. And how much FUN it was to attend.
Difficult personalities are one of the realities of doing business. Dynamics of Service helps overcome the annoyance you feel during these encounters – by learning behavioral styles and effective ways to communicate. You can learn a process that leads to satisfied and loyal customer relationships – which in turn leads to greater retention rates.

The success of Dynamics of Service is a direct result of an energetic and knowledgeable faculty. These instructors have lived and practiced what they teach; they know what works in the “real world.” 7 Any Michigan CE Credit.

When you attend Dynamics of Service, you will:

  • Improve your people skills dramatically.
  • Tune up your professional competence.
  • Acquire a wealth of tools and techniques for dealing with customers effectively.

All these skills serve to make an employee more valuable, more productive, and more satisfied on the job.


William T Hold Seminars
As part of the Founders Series, these innovative one-day courses are special advanced learning and update opportunities for insurance and risk management professionals.

The agenda is created from more than 40 topics, ranging from personal lines to commercial lines to life and health to risk management. You will explore topics that were either briefly covered or not covered at all in the five core CISR courses. For example, selected topics could include garage insurance, certificates of insurance, or rental cars. For specific topic information, consult the seminar agendas on the schedule page.

Hold Seminars provide excellent workbook materials and informal Q&A with the faculty -- experienced insurance industry professionals. 7 hours P/C Michigan CE Credit.


  • Satisfies the annual CISR and CSRM update requirements.
  • Generous CE credit in most states
  • Expert instruction
  • State-specific topics and in-depth discussions
  • Networking opportunities in a relaxed atmosphere - AND NO TEST! 


·  $145 per CISR course

·  $145 per William T. Hold Seminars

·  $145 per Dynamics of Service

·  $8 CE fee per CISR course

·  $7 CE fee for Dynamics of Service

·  $8 CE fee per William T. Hold Seminars


CIC, CISR and CRM Class Preparation

Congratulations on deciding to go for your CISR, CIC or CRM designation!  Obtaining your CISR, CIC, or CRM designation is not an easy venture; you must understand the concepts and pass five multiple choice (CISR) or essay (CIC and CRM) examinations.  CISR must be completed within three years of beginning the program; with CIC and CRM you have five years to complete.  To help prepare for the class and examination, the National Alliance has developed a
Reading Guide.  The Essential Series referenced in this guide are three books designed to help you build a foundation for each CISR, CIC and CRM class.  To order these books or other National Alliance Academy Publications click here.  Dues paying members receive 10% off The National Alliance Academy publications!

Register online, or Paying by check? Download a hard copy of our registration form.

Log on to for complete information on CISR Web-Based Training, or call 800/321-9751.

 Contact Us |  Membership Information |  Website Terms of Use Agreement |  Site Map |