CISR

Certified Insurance Service Representative

Let’s grow, protect and educate together!

Certified Insurance Service Representative (CISR)

As an insurance professional, the CISR designation will demonstrate your passion for your career.  The program offers nine one-day courses and a curriculum that can be tailored to fit your career based on the lines of authority in which you work.

A respected, service-oriented designation that grows client and agency trust.

Enhances your technical knowledge from the help of expert faculty.

Greater income potential and enhanced job security in a competitive market.

An understandable overview of coverages, forms, risks, and exposures.

Questions about CISR?

The Certified Insurance Service Representative designation program helps you in many ways. Learn about how to obtain your CISR, why its important, how to maintain your designation and much more.

Still have questions? Visit The National Alliance’s CISR Main Page for additional information.

How do I obtain the CISR designation?

To earn your CISR designation, you must take five CISR courses and pass a comprehensive exam which immediately follows each course. All courses must be completed within a three-year period. If you choose to take the remaining four courses and exams in a subsequent three-year period, you will earn the CISR Elite distinction.

How do I maintain the CISR or the CISR Elite designation?

Take one of the following courses every year:

  • CISR course
  • CSRM course
  • William T. Hold course
  • Dynamics of Service course 

Take one of the following courses every two years:

  • CIC course
  • CRM course
  • CPRM course
  • Dynamics Series*
  • James K. Ruble Seminar*
  • PROFocus Series Seminar*
  • MEGA Seminar*
  • Entrepreneurial Insurance Symposium*

Take two of the following courses every year:

  • William T. Hold – Self-Paced Online (4-hour)
  • Ethics – Self-Paced Online (4-hour)
  • Insuring Flood Exposures – Self-Paced Online (4-hour)

*Must pay dues to The National Alliance to attend

What course topic options are available with the CISR designation?

There are nine course topics available with the CISR designation. 

  • Agency Operations
  • Elements of Risk Management
  • Commercial Casualty I
  • Commercial Casualty II
  • Insuring Commercial Property
  • Insuring Personal Residential Property
  • Insuring Personal Auto Exposures
  • Personal Lines – Miscellaneous
  • Life & Health Essentials​

There are also two seminars that pertain to the CISR designation. These are not required but are used to enhance the courses required. There is no exam for these two courses and therefore do not count towards obtaining your designation. 

  • William T. Hold Seminar
  • Dynamics of Service Seminar
Are continuing education hours available when taking the courses to obtain the CISR designation?

Yes, all the CISR courses are approved for state continuing education in all states. Colorado specific CE hours are listed below. 

  • Agency Operations
    • 6 CE Hours for Property & Casualty/Life & Health 
    • 1 CE Hour for Ethics
  • Elements of Risk Management
    • 7 CE Hours for Property & Casualty/Life & Health
  • Commercial Casualty I 
    • 7 CE Hours for Property & Casualty
  • Commercial Casualty II 
    • 7 CE Hours for Property & Casualty
  • Insuring Commercial Property
    • 7 CE Hours for Property & Casualty
  • Insuring Personal Residential Property
    • 4 CE Hours for Property & Casualty
    • 3 CE Hours for Homeowners
  • Insuring Personal Auto Exposures
    • 7 CE Hours for Property & Casualty/Life & Health
  • Personal Lines Miscellaneous
    • 4 CE Hours for Property & Casualty
    • 3 CE Hours for Homeowners
  • Life and Health Essentials
    • 7 CE Hours for Property & Casualty/ Life & Health
  • William T. Hold Seminar
    •  The CE Hours vary for this course. Please see specific seminar details for CE specific amounts.
  • Dynamics of Service
    • 7 CE Hours for Property & Casualty/ Life & Health

For details on CE for other states, call PIIAC – (303) 512-0627 or The National Alliance – 1 (800) 633-2165.​

What does a typical class schedule look like?

The CISR courses are 1-day events consisting of 7 hours of instruction.  

Registration – 7:30 am
Class:  8:00am – 3:45pm
Optional Exam – 4:15pm – 5:15pm

Can I take the CISR online?

Yes, all CISR courses are available online through The National Alliance. Visit The National Alliance website and view the Course Schedule.  Filter the Learning Options by Online Self-Paced.  When prompted, enter the state referral code PIIAC.

Are there any policies I need to be aware of?

To see if your class has any electronic device restrictions, click HERE