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CERTIFIED INSURANCE SERVICE REPRESENTATIVE (CISR) and
CISR Elite

The Certified Insurance Service Representative (CISR) program gives you a choice and additional learning opportunities in the commercial lines and personal lines subject areas as well as course offerings in life & health and risk management. The CISR designation program includes 9 course offerings. You will need to pass 5 of the 9 courses to earn the CISR designation.

The CISR Courses are:
COMMERCIAL LINES:
Commercial Casualty I Essentials of Legal Liability, Commercial General Liability, Additional Insureds
Commercial Casualty II Business Auto, Workers' Compensation, Excess Liability**
Commercial Property Commercial Property, Time Element, Commercial Inland Marine
PERSONAL LINES:
Personal Auto Personal Auto
Personal Residential Homeowners
Personal Lines Miscellaneous Watercraft, Recreational Vehicles, Business Activities, Personal Umbrella/Excess
RELATED PROFESSIONAL TOPICS:
Agency Operations Agency Operations (Major Revision)
Life & Health Essentials Life & Health Concepts
Elements of Risk Management The Risk Management Process & Concepts
Some Common Questions  
Question: If I have already taken the Commercial Casualty (CISR IC) part of the 5 part series, what other topics can I take to complete the designation?
Answer: You may take either one of the casualty courses, Commercial Casualty I (CISR 1IC) or Commercial Casualty II (CISR 2IC).
   
Question: To follow up on the previous question, during the transition period when some people may have taken some of the 5 part series, can I take all 3 commercial casualty courses (CISR IC, 1IC and 2IC) to earn the designation?
Answer: No, only 2 of the 3 may be used (any combination of the 3) to earn the designation, for example, CISR IC + either CISR 1IC or CISR 2IC; or
CISR 1IC and CISR 2IC.
   
Question: Are there any of the 9 courses that are mandatory to earn the designation?
Answer: None of the courses are mandatory. The participant may select any 5 of the 9 courses to earn the designation.

The CISR program is a practical program that stresses the understanding and analysis of risks and exposures. A student should have a basic knowledge of insurance.  The CISR program consists of 5 one-day courses that cover all phases of the CSR's daily work. They are as follows: Agency Operations, Commercial Casualty I, Commercial Casualty II, Commercial Property, Personal Auto, Personal Residential, Personal Lines Miscellaneous, Life & Health Essentials and Elements of Risk Management.
  • You must take 5 out of the 9 courses to earn your designation.
  • You may take the courses in any order. Each course is followed by a one-hour exam.
  • Anyone may attend the courses and receive the CEUs without taking the exam. However, if you wish to attain the designation, you must pass each of the 5 exams.
  • To earn the CISR designation you must successfully complete the program and pass the exams within three calendar years following the passage of the first exam.
CISR Elite
If you hold the CISR designation and pass the other four CISR course exams, you will earn the CISR Elite designation!  These additional passes must be achieved in a three year time frame.

Obtaining the status of being a CISR Elite is evidence of commitment to the agency, the client, and the participant’s personal growth.  Earning CISR Elite designation...
  • represents increased specialized knowledge
  • increases earning power
  • enhances professional status
  • creates more value for your agency or company
For example, the CISR Elite designation would read as: Heather Kramer, CISR Elite

The state requires that all registrants attend a class in its entirety to receive continuing education credits (CEUs). Partial credit is not given for partial attendance. LATE ARRIVALS WILL NOT RECEIVE ANY CEUs.


TUITION:
$170.00/member $170.00/non-member

If you work for a Massachusetts employer and are a member of MAIA, you can apply for Massachusetts Workforce Training Funds to pay for your CISR designation.
Learn more...NOW!
REGISTRATION: 7:30 a.m.
CLASS TIME: 8:00 a.m. to 4:00 p.m.
EXAM: 4:00 p.m. to 5:00 p.m.
You do not need to take or pass the exam to receive CEUs.
The state requires that all registrants attend each course in its entirety to receive CEUs. Partial credit is not given for partial attendance and late arrivals will not receive any CEUs.

Photo ID: You must present a photo ID to the registrar at all program locations.

Cancellation/Refund Policy:
There will be a $55.00 penalty fee if we are not notified in advance of three (3) working days of the scheduled class. Failure to cancel will result in loss of full registration fee.

Late Registrant/Walk-in Fee: A $10 charge will be added to all walk-ins and registrations received within 24 hours of the class. Please call 48 hours in advance to ensure availability.

Online Opportunity. . .Attend our CISR courses in the classroom or go online -- the choice is yours! Anytime you have access to the Internet, class is in session. To find out how to take a CISR course online, please call 800-633-2165 or go to www.cisr-edu.com

Advanced Learning Experiences ...
William T. Hold Seminars
Open to the Public!


Registration Options

We've implemented a secure system for registration and now only accept credit cards for web registrations.


      
REGISTER BY PHONE:
800-742-6363
800-222-2699
508-634-2900

REGISTER BY FAX:
508-634-2929

Commercial Lines

Commercial Casualty I - CGL, Additional Insureds
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.

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

DATE  GL NUMBER CLASS NAME CITY CEUs
4/4/17 251135 CISR Commercial Casualty I-CGL Additional Insureds Hyannis, MA 7
4/5/17 251136 CISR Commercial Casualty I-CGL Additional Insureds Plymouth, MA 7
4/5/17 251137 CISR Commercial Casualty I-CGL Additional Insureds Nashua, NH 7
4/6/17 251138 CISR Commercial Casualty I-CGL Additional Insureds Woburn, MA 7
4/10/17 251134 CISR Commercial Casualty I-CGL Additional Insureds Warwick, RI 7
4/12/17 251139 CISR Commercial Casualty I-CGL Additional Insureds Peabody, MA 7
4/19/17 251140 CISR Commercial Casualty I-CGL Additional Insureds Milford, MA 7
4/19/17 251141 CISR Commercial Casualty I-CGL Additional Insureds Northampton, MA 7
4/20/17 251142 CISR Commercial Casualty I-CGL Additional Insureds South Portland, ME 7
4/25/17 251143 CISR Commercial Casualty I-CGL Additional Insureds Dedham, MA 7
CEU Key:
S- Massachusetts CE credits applied for
V- CEUs Vary by State



Commercial Casualty II - BAP, WC, Excess Liability
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.

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

DATE  GL NUMBER CLASS NAME CITY CEUs
9/7/17 251144 CISR Commercial Casualty II-Bus Auto, WC & Excess Liability Warwick, RI 7
9/11/17 251145 CISR Commercial Casualty II-Bus Auto, WC & Excess Liability Milford, MA 7
9/12/17 251146 CISR Commercial Casualty II-Bus Auto, WC & Excess Liability Chicopee, MA 7
9/13/17 251147 CISR Commercial Casualty II-Bus Auto, WC & Excess Liability South Portland, ME 7
9/14/17 251148 CISR Commercial Casualty II-Bus Auto, WC & Excess Liability Westport, MA 7
9/18/17 251149 CISR Commercial Casualty II-Bus Auto, WC & Excess Liability White River Junction, VT 7
9/19/17 251150 CISR Commercial Casualty II-Bus Auto, WC & Excess Liability Woburn, MA 7
9/20/17 251151 CISR Commercial Casualty II-Bus Auto, WC & Excess Liability Nashua, NH 7
9/20/17 251152 CISR Commercial Casualty II-Bus Auto, WC & Excess Liability Braintree, MA 7
9/26/17 251153 CISR Commercial Casualty II-Bus Auto, WC & Excess Liability Leominster, MA 7
9/27/17 251154 CISR Commercial Casualty II-Bus Auto, WC & Excess Liability Hyannis, MA 7
CEU Key:
S- Massachusetts CE credits applied for
V- CEUs Vary by State


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.

Topics:
  • 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

DATE  GL NUMBER CLASS NAME CITY CEUs
6/8/17 251156 CISR Commercial Property Chicopee, MA 7
6/8/17 251157 CISR Commercial Property Taunton, MA 7
6/13/17 251158 CISR Commercial Property Milford, MA 7
6/14/17 251155 CISR Commercial Property Westport, MA 7
6/14/17 251159 CISR Commercial Property Woburn, MA 7
6/15/17 251160 CISR Commercial Property Braintree, MA 7
6/15/17 251161 CISR Commercial Property Tewksbury, MA 7
6/20/17 251162 CISR Commercial Property Portsmouth, NH 7
6/21/17 251163 CISR Commercial Property Williston, VT 7
10/2/17 251164 CISR Commercial Property Warwick, RI 7
10/3/17 251165 CISR Commercial Property Peabody, MA 7
10/10/17 251166 CISR Commercial Property Leominster, MA 7
10/11/17 251167 CISR Commercial Property Hyannis, MA 7
10/11/17 251168 CISR Commercial Property Milford, MA 7
10/12/17 251169 CISR Commercial Property Northampton, MA 7
10/25/17 251170 CISR Commercial Property South Portland, ME 7
CEU Key:
S- Massachusetts CE credits applied for
V- CEUs Vary by State


Personal Lines

Personal Auto
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.

Topics:

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

DATE  GL NUMBER CLASS NAME CITY CEUs
5/2/17 251195 CISR Personal Automobile Warwick, RI 7
5/9/17 251196 CISR Personal Automobile Williston, VT 7
5/9/17 251197 CISR Personal Automobile Chicopee, MA 7
5/10/17 251198 CISR Personal Automobile Leominster, MA 7
5/11/17 251199 CISR Personal Automobile Peabody, MA 7
5/11/17 251200 CISR Personal Automobile Westport, MA 7
5/11/17 251201 CISR Personal Automobile Tewksbury, MA 7
5/18/17 251202 CISR Personal Automobile Milford, MA 7
5/18/17 251203 CISR Personal Automobile Plymouth, MA 7
5/23/17 251204 CISR Personal Automobile Woburn, MA 7
12/4/17 251205 CISR Personal Automobile Tewksbury, MA 7
12/5/17 251206 CISR Personal Automobile Northampton, MA 7
12/6/17 251207 CISR Personal Automobile Nashua, NH 7
12/6/17 251208 CISR Personal Automobile Hyannis, MA 7
12/7/17 251209 CISR Personal Automobile Braintree, MA 7
12/8/17 251210 CISR Personal Automobile South Portland, ME 7
12/12/17 251211 CISR Personal Automobile Milford, MA 7
CEU Key:
S- Massachusetts CE credits applied for
V- CEUs Vary by State



Personal Residential
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.

Topics:

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

DATE  GL NUMBER CLASS NAME CITY CEUs
3/7/17 251224 CISR Personal Residential Chicopee, MA 7
3/7/17 251225 CISR Personal Residential Williston, VT 7
3/8/17 251226 CISR Personal Residential Dedham, MA 7
3/9/17 251228 CISR Personal Residential Portsmouth, NH 7
3/16/17 251230 CISR Personal Residential South Portland, ME 7
3/16/17 251231 CISR Personal Residential Tewksbury, MA 7
3/20/17 251227 CISR Personal Residential Leominster, MA 7
3/28/17 251233 CISR Personal Residential Westport, MA 7
3/30/17 251229 CISR Personal Residential Northampton, MA 7
4/10/17 251232 CISR Personal Residential Milford, MA 7
7/11/17 251234 CISR Personal Residential Woburn, MA 7
7/12/17 251235 CISR Personal Residential Milford, MA 7
7/13/17 251236 CISR Personal Residential Taunton, MA 7
7/18/17 251223 CISR Personal Residential Warwick, RI 7
7/19/17 251237 CISR Personal Residential Hyannis, MA 7
7/19/17 251238 CISR Personal Residential White River Junction, VT 7
7/20/17 251239 CISR Personal Residential Nashua, NH 7
7/25/17 251240 CISR Personal Residential Peabody, MA 7
CEU Key:
S- Massachusetts CE credits applied for
V- CEUs Vary by State



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.

Topics:

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

DATE  GL NUMBERS CLASS NAME CITY CEUs
12/13/16 250355 CISR Personal Miscellaneous Taunton, MA 7
12/14/16 250356 CISR Personal Miscellaneous Peabody, MA 7
12/15/16 250357 CISR Personal Miscellaneous Hyannis, MA 7
12/20/16 250358 CISR Personal Miscellaneous Milford, MA 7
12/21/16 250359 CISR Personal Miscellaneous Northampton, MA 7
11/1/17 251212 CISR Personal Miscellaneous Warwick, RI 7
11/2/17 251213 CISR Personal Miscellaneous Nashua, NH 7
11/2/17 251214 CISR Personal Miscellaneous Braintree, MA 7
11/7/17 251215 CISR Personal Miscellaneous Taunton, MA 7
11/8/17 251216 CISR Personal Miscellaneous South Portland, ME 7
11/8/17 251217 CISR Personal Miscellaneous Dedham, MA 7
11/9/17 251218 CISR Personal Miscellaneous Williston, VT 7
11/9/17 251219 CISR Personal Miscellaneous Woburn, MA 7
11/9/17 251220 CISR Personal Miscellaneous Chicopee, MA 7
11/13/17 251221 CISR Personal Miscellaneous Milford, MA 7
11/16/17 251222 CISR Personal Miscellaneous Hyannis, MA 7
CEU Key:
S- Massachusetts CE credits applied for
V- CEUs Vary by State


Related Professional Topics

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.

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

DATE  GL NUMBER CLASS NAME CITY CEUs
1/24/17 251123 CISR Agency Operations Northampton, MA 7
1/25/17 251124 CISR Agency Operations Tewksbury, MA 7
2/1/17 251125 CISR Agency Operations Williston, VT 7
2/1/17 251126 CISR Agency Operations Warwick, RI 7
2/7/17 251127 CISR Agency Operations Milford, MA 7
2/8/17 251128 CISR Agency Operations Taunton, MA 7
2/8/17 251129 CISR Agency Operations Portsmouth, NH 7
2/9/17 251130 CISR Agency Operations Plymouth, MA 7
2/15/17 251131 CISR Agency Operations South Portland, ME 7
2/16/17 251132 CISR Agency Operations Westport, MA 7
2/22/17 251133 CISR Agency Operations Woburn, MA 7
CEU Key:
S- Massachusetts CE credits applied for
V- CEUs Vary by State


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.

Topics:

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

Not Offered in 2017 - Call Association Education at 1-800-222-2699 for future scheduling.


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.

Topics Include:
  • The Risk Management Process & Risk Terms
  • Risk Identification
  • Risk Analysis
  • Risk Control
  • Risk Finance
  • Risk Administration

DATE  GL NUMBER CLASS NAME CITY CEUs
8/2/17 251171 CISR Elements of Risk Management Warwick, RI 7
8/3/17 251172 CISR Elements of Risk Management Chicopee, MA 7
8/8/17 251173 CISR Elements of Risk Management Nashua, NH 7
8/9/17 251174 CISR Elements of Risk Management Taunton, MA 7
8/10/17 251175 CISR Elements of Risk Management Milford, MA 7
8/17/17 251176 CISR Elements of Risk Management White River Junction, VT 7
8/22/17 251177 CISR Elements of Risk Management Woburn, MA 7
8/24/17 251178 CISR Elements of Risk Management Braintree, MA 7
8/29/17 251179 CISR Elements of Risk Management South Portland, ME 7
CEU Key:
S- Massachusetts CE credits applied for
V- CEUs Vary by State



Registration Form
Name:  
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Street:  
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e-mail:
 
Class Date:  
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GL Number:  
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  Mail to MAIA or Fax to (508) 634-2929......Thank you for your business!