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.
Fee includes refreshments, instruction and materials. CISR early bird fee: $170. Within 1 calendar week of program date, fee is $180.
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.
To earn the CISR designation, participants will need to pass exams for 5 of the 9 courses. However, anyone is welcome to attend the classes without taking the exams. There is no special order in which courses must be taken. If you are more familiar with a given topic, you may want to begin with that course.
The CISR program is a CE credit-approved, nationally recognized designation program that takes a practical, hands-on approach to learning. This designation is recognized nationwide as an important credential–one that benefits individuals, their agencies, and their customers.
Through this 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
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.
COMMERCIAL CASUALTY I
COMMERCIAL CASUALTY II
INSURING PERSONAL AUTO EXPOSURES
INSURING PERSONAL RESIDENTIAL PROPERTY
INSURING COMMERCIAL PROPERTY
PERSONAL LINES MISCELLANEOUS
^FF - This course has been approved for E&O loss prevention credit by Fireman's Fund. ^UM - This course has been approved for E&O loss prevention credit by Utica Mutual. Call the PIA E&O Department for details: 800-424-4244.
ELEMENTS OF RISK MANAGEMENT
LIFE & HEALTH ESSENTIALS
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."
CE Credits: CISRs are approved for CE credit in all states.
Information on CE credit in all states is available through The National Alliance's CE guide.*
Visit the National Alliance for more information on this designation program.
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.
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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