PIA - Professional Insurance Agents

Starting July 1, 2010,
CISR time frames for N.Y., N.J. and Conn. are:
Class: 8 am – Noon;
Lunch (on your own): Noon – 12:45 p.m.
Class: 12:45 – 3:45 p.m.
Q&A/Review: 3:45 – 4:15 p.m.
All students must stay until 4:15 p.m.

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.

CISR AO: Agency Operations ^FF, ^UM

The CISR Agency Operations Course has just been revised as of August 2005. Even if you've taken Agency Operations before, you'll want to experience this new, updated version.

There have been many important improvements — we've added:

Basic risk management techniques and financial analysis
Real-world situations are clearly presented in many crucial areas, such as:

Factors affecting an agency's product distribution,
Standards of care owed to customers and carriers,
Licensing in an agency,
Proper handling of personal and commercial lines,
Claims processing,
Professional responsibilities of an agency and
Ethical and legal dilemmas agencies face daily.

This is the practical knowledge you need to become a more efficient agency.

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.

Topics:

Critical Issues Facing Insurance Agencies
Legal and Ethical Obligations of Insurance Personnel
Agency Workflow Concepts and Automation
Minimizing Errors & Omissions Exposures
Understanding Agency Systems

CISR Courses: Five Steps to Success.
An inspiring professional faculty, five stimulating courses, a curriculum that’s tailored to your region —all these features make the CISR Program a truly superior education opportunity. Visit the National Alliance CISR Web page for more information on this designation program.

^FF - Denotes this course has been approved for E&O loss prevention credit by Fireman's Fund.
^UM - Denotes his course has been approved for E&O loss prevention credit by Utica Mutual. Call the PIA E&O Department for details: 800-424-4244.

Attn. NJ CIC & CISR designees: 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.

Student Feedback - CISR program participants are encouraged to contact the Glenmont National Alliance Committee with recommendations, comments and concerns about the programs.

About CISR - Open to any employee of an agency, insurance company or insurance-related business, CISR is a nationally recognized designation program regarded for its practical, hands-on approach to learning for individuals committed to the highest level of professional insurance continuing education and career growth.

To earn the CISR designation, an individual must complete all five of the courses and exams within three calendar years following the year in which the first exam is successfully completed. However, anyone is welcome to attend the classes without taking the exams or pursuing the designation.