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| Customers won't forget an account manager or CSR who has the CISR designation— because they deliver service that is truly noticeable. The CISR program is for all insurance personnel who make customer service their priority. | Current PIA CISR schedule Please note: Registration processing will not be completed without full payment at the time of registration form submission. Submission of a registration form without proper payment will not hold your spot in a program. Core CISR Tri-State CE credit guide New York: Each CISR is approved for 8 BR, C3, PC, PA credits, except for AO, which is approved for 8 LA, C1, LB, BR, C3, PC, PA credits. Earn 1 extra credit when you pass the optional exam. New Jersey: Each CISR is approved for 8 GEN credits, except for AO, which is approved for 7 GEN and 1 ETH credits. Attn. NJ Producers: According to the NJ DOBI, producers who maintain & fulfill the CE requirements for a professional insurance designation approved by the DOBI (CIC, CISR), shall be awarded 12 credit hours for each full year preceding renewal for which these requirements were fulfilled. Application to obtain such approval shall be made by using the CE1A form. Therefore, CICs and CISRs updating/maintaining their designations AUTOMATICALLY comply with the DOBI's CE requirements. If you have questions, go to the NJ DOBI's site, here. Connecticut: Each CISR is approved for 8 PC credits, except for IC, which is approved for 7 PC and 1 LRE credits; and Agency Operations, which is approved for 7 PC/1 LRE or 7 LH/1 LRE.
Please note that William T. Hold Seminars are approved for CE only in the state where they are held. Core CISRs are approved for CE in all states. Have a license in a state besides NY, NJ, CT or NH? Information on CIC CE credit in all states is available through The National Alliance's CE guide. CISR Registration Fee includes refreshments, instruction and materials. CISR early bird fee: $170. Within 1 calendar week of program date, fee is $180. CISR FAQs
MyPage allows you to download your CE certificates and other documents, see when your next update is due, view your history and update your contact information.
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In a profession with few objective benchmarks, there is a credential that speaks volumes: the CISR designation. This designation is recognized nationwide as an important credential–one that benefits individuals, their agencies, and their customers. The CISR program is a CE credit-approved, nationally recognized designation program that takes a practical, hands-on approach to learning. To earn the CISR designation, you must complete all five of the courses and exams within three calendar years following the year in which you successfully complete the first exam. However, anyone is welcome to attend the classes without taking the exams. There is a yearly designation update requirement. Through this nationally acclaimed program developed by the National Alliance for Insurance Education, students who are committed to continuing education and career growth can obtain the highest level of professional insurance education. This uniquely powerful training is designed to help you conquer the challenges of today by making customer service representatives more professional, more productive and more profitable. About the CISR courses Agency Operations—Learn the important functions of an independent agency. We will cover: How to develop professional relationships; An in-depth look at binding insurance, claims processing, certificates of insurance, renewals, cancellations & billing; and the legal aspects of what you do. Attendance at a CISR Agency Operations class may qualify you to earn an E&O premium credit. Check with your individual carrier. Commercial Casualty—Uncover the building blocks of Commercial Casualty Insurance. We will cover: liability in the CGL policy; the differences between occurrence and claims-made claims; an overview of workers’ compensation insurance; an overview of the commercial auto policy; and important endorsements. Commercial Property—The essentials of CP Insurance will be addressed. We will cover: an in-depth analysis of the coverage including buildings and contents; endorsements; and how the Commercial Lines Marine Policy compliments the Commercial Property Policy. Personal Auto—Let’s analyze coverage in the Personal Auto Policy. We will cover liability, medical payments, uninsured motorists and physical damage coverage provided in the policy plus important endorsements. Personal Residential—This class sheds new light on the details of the Homeowners' Policy. We will cover: a complete analysis of the HO Policy; a complete analysis of the HO2, HO3, HO6 and all major endorsements; compare and contrast the HO Policy with the Dwelling Fire Policy.
Advanced learning options William T. Hold Seminars—Exclusive, advanced training for experienced CSRs. Developed especially for CISRs as part of the Founders Series, these innovative one-day courses are special advanced learning opportunities for insurance professionals. William T. Hold Seminars are for all to attend. There is no longer a dues requirement or a designation requirement to attend a William T. Hold Seminar. Dynamics of Service ^UM—(Open to anyone; no longer a dues requirement to get your CISR update) In a competitive marketplace, an agency's most important asset is ... its people. Give your customer service 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 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." |
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CE Credits CISRs are approved for CE in all states. Information on CE credit in all states is available through The National Alliance's CE guide.* Attention NJ licensees: Producers who fulfill the CE requirements for a professional insurance designation approved by the NJDOBI (including CIC & CISR), shall be awarded 12 credit hours for each full year preceding renewal. Application to obtain such approval shall be made using the CE1A form and the alternative CE credit application. CICs and CISRs updating/maintaining their designations thereby fully comply with NJ's CE requirements, including the ETHICS requirement. |
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Who Should Attend? Earning and Maintaining the CISR
Designation CISR designation updates: Once you have earned the CISR designation, you must take one “core” CISR program, Dynamics of Service or William T. Hold Seminar annually to maintain the designation. Want a new challenge? Move up to CIC! An entire CIC institute earns CISR designees two years of CISR update credit! Once you have successfully passed all 5 exams and earned the CISR designation, you must take one CISR program annually to maintain the designation.The deadline falls on the month of your birthday, so plan on taking a CISR update before your deadline each year to ensure that you remain in good standing with the Society of CISR. As a non-CE method CISR update option, you may attend 8 consecutive hours of a CIC institute * (earns 1 year of update credit. NO CE credit granted for this option.) Your annual continuing education update requirement after earning the CISR designation may be satisfied in one of four ways:
IMPORTANT: All participants must present photo identification to the registrar at the program location. Student Feedback - CISR program participants are encouraged to contact the Glenmont National Alliance Committee with recommendations, comments and concerns about the programs. |
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