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CERTIFIED INSURANCE SERVICE REPRESENTATIVE (CISR) and
CISR Elite
We are pleased to announce that the Certified Insurance Service Representative (CISR) program has been restructured to give you a choice and additional learning opportunities
in the commercial lines and personal lines subject areas as well as new course offerings in life & health and risk management. The CISR designation program will now include 9 course offerings. You will need to pass 5 of the 9 courses to earn the CISR designation!

The Revised & New 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 *New Courses
** New Topics
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 new 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: $155.00/member $155.00/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!
For all CISR programs, if your state charges a CE fee, you must pay this additional charge by check or credit card at the class.
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, call 800-633-2165 or go to www.cisr-edu.com

Check it out...
The William T. Hold Seminars are 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  MEMBERS NON-MEMBERS CLASS NAME CITY CEUs
2/3/15 249220 249220 CISR Commercial Casualty I- CGL & Additional Insureds Plymouth, MA 7
2/4/15 249221 249221 CISR Commercial Casualty I- CGL & Additional Insureds Sturbridge, MA 7
2/5/15 249222 249222 CISR Commercial Casualty I- CGL & Additional Insureds Milford, MA 7
2/5/15 249223 249223 CISR Commercial Casualty I- CGL & Additional Insureds South Portland, ME 7
2/9/15 249224 249224 CISR Commercial Casualty I- CGL & Additional Insureds Warwick, RI 7
2/10/15 249225 249225 CISR Commercial Casualty I- CGL & Additional Insureds Northampton, MA 7
2/11/15 249226 249226 CISR Commercial Casualty I- CGL & Additional Insureds Peabody, MA 7
2/12/15 249417 249417 CISR Commercial Casualty I- CGL & Additional Insureds White River Junction, VT 7
2/18/15 249227 249227 CISR Commercial Casualty I- CGL & Additional Insureds Nashua, NH 7
2/19/15 249228 249228 CISR Commercial Casualty I- CGL & Additional Insureds Randolph, MA 7
2/19/15 249229 249229 CISR Commercial Casualty I- CGL & Additional Insureds Taunton, 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  MEMBERS NON-MEMBERS CLASS NAME CITY CEUs
8/5/15 249260 249260 CISR Commercial Casualty II- Bus Auto, WC & Excess Liability Westport, MA 7
8/6/15 249261 249261 CISR Commercial Casualty II- Bus Auto, WC & Excess Liability Leominster, MA 7
8/6/15 249262 249262 CISR Commercial Casualty II- Bus Auto, WC & Excess Liability Tewksbury, MA 7
8/12/15 249263 249263 CISR Commercial Casualty II- Bus Auto, WC & Excess Liability Burlington, VT 7
8/12/15 249264 249264 CISR Commercial Casualty II- Bus Auto, WC & Excess Liability North Falmouth, MA 7
8/13/15 249265 249265 CISR Commercial Casualty II- Bus Auto, WC & Excess Liability Lenox, MA 7
8/18/15 249266 249266 CISR Commercial Casualty II- Bus Auto, WC & Excess Liability Chicopee, MA 7
8/19/15 249267 249267 CISR Commercial Casualty II- Bus Auto, WC & Excess Liability Milford, 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 

MEMBERS

NON-MEMBERS

CLASS NAME

CITY

CEUs

4/1/15 249347 249347 CISR Commercial Property Taunton, MA 7
4/1/15 249348 249348 CISR Commercial Property White River Junction, VT 7
4/2/15 249349 249349 CISR Commercial Property Randolph, MA 7
4/7/15 249350 249350 CISR Commercial Property Peabody, MA 7
4/8/15 249351 249351 CISR Commercial Property Milford, MA 7
4/8/15 249352 249352 CISR Commercial Property Northampton, MA 7
4/9/15 249353 249353 CISR Commercial Property Nashua, NH 7
4/15/15 249354 249354 CISR Commercial Property Sturbridge, MA 7
4/16/15 249355 249355 CISR Commercial Property Plymouth, MA 7
10/1/15 249356 249356 CISR Commercial Property Chicopee, MA 7
10/7/15 249357 249357 CISR Commercial Property Lenox, MA 7
10/8/15 249358 249358 CISR Commercial Property Burlington, VT 7
10/8/15 249359 249359 CISR Commercial Property Milford, MA 7
10/13/15 249360 249360 CISR Commercial Property South Portland, ME 7
10/13/15 249365 249365 CISR Commercial Property Warwick, RI 7
10/14/15 249361 249361 CISR Commercial Property Hyannis, MA 7
10/14/15 249362 249362 CISR Commercial Property Tewksbury, MA 7
10/22/15 249363 249363 CISR Commercial Property Westport, MA 7
10/28/15 249364 249364 CISR Commercial Property Leominster, MA 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 

MEMBERS

NON-MEMBERS

CLASS NAME

CITY

CEUs

3/3/15 249366 249366 CISR Personal Automobile Taunton, MA 7
3/4/15 249367 249367 CISR Personal Automobile Northampton, MA 7
3/5/15 249368 249368 CISR Personal Automobile Plymouth, MA 7
3/5/15 249369 249369 CISR Personal Automobile Sturbridge, MA 7
3/10/15 249370 249370 CISR Personal Automobile Milford, MA 7
3/12/15 249371 249371 CISR Personal Automobile Peabody, MA 7
3/18/15 249372 249372 CISR Personal Automobile South Portland, ME 7
3/24/15 249373 249373 CISR Personal Automobile Burlington, VT 7
3/26/15 249374 249374 CISR Personal Automobile Warwick, RI 7
9/1/15 249375 249375 CISR Personal Automobile Milford, MA 7
9/3/15 249376 249376 CISR Personal Automobile Hyannis, MA 7
9/3/15 249377 249377 CISR Personal Automobile White River Junction, VT 7
9/8/15 249378 249378 CISR Personal Automobile Nashua, NH 7
9/9/15 249379 249379 CISR Personal Automobile Lenox, MA 7
9/10/15 249380 249380 CISR Personal Automobile Leominster, MA 7
9/15/15 249381 249381 CISR Personal Automobile Chicopee, MA 7
9/15/15 249382 249382 CISR Personal Automobile Tewksbury, MA 7
9/17/15 249383 249383 CISR Personal Automobile Westport, MA 7
9/30/15 249384 249384 CISR Personal Automobile Randolph, 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 

MEMBERS

NON-MEMBERS

CLASS NAME

CITY

CEUs

5/5/15 249397 249397 CISR Personal Residential Taunton, MA 7
5/6/15 249398 249398 CISR Personal Residential Plymouth, MA 7
5/7/15 249399 249399 CISR Personal Residential Randolph, MA 7
5/14/15 249400 249400 CISR Personal Residential Milford, MA 7
5/14/15 249401 249401 CISR Personal Residential Nashua, NH 7
5/14/15 249402 249402 CISR Personal Residential Peabody, MA 7
5/19/15 249403 249403 CISR Personal Residential Northampton, MA 7
5/20/15 249404 249404 CISR Personal Residential Sturbridge, MA 7
5/21/15 249405 249405 CISR Personal Residential Burlington, VT 7
11/3/15 249406 249406 CISR Personal Residential North Falmouth, MA 7
11/3/15 249407 249407 CISR Personal Residential Lenox, MA 7
11/4/15 249408 249408 CISR Personal Residential Milford, MA 7
11/5/15 249409 249409 CISR Personal Residential Leominster, MA 7
11/5/15 249410 249410 CISR Personal Residential Westport, MA 7
11/6/15 249413 249413 CISR Personal Residential Warwick, RI 7
11/17/15 249411 249411 CISR Personal Residential Chicopee, MA 7
11/18/15 249412 249412 CISR Personal Residential South Portland, ME 7
11/19/15 249414 249414 CISR Personal Residential Tewksbury, MA 7
11/19/15 249415 249415 CISR Personal Residential White River Junction, VT 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 

MEMBERS

NON-MEMBERS

CLASS NAME

CITY

CEUs

12/1/15 249388 249388 CISR Personal Miscellaneous Warwick, RI 7
12/1/15 249385 249385 CISR Personal Miscellaneous Lenox, MA 7
12/2/15 249386 249386 CISR Personal Miscellaneous Nashua, NH 7
12/3/15 249387 249387 CISR Personal Miscellaneous Burlington, VT 7
12/8/15 249389 249389 CISR Personal Miscellaneous Randolph, MA 7
12/9/15 249390 249390 CISR Personal Miscellaneous Tewksbury, MA 7
12/10/15 249391 249391 CISR Personal Miscellaneous Chicopee, MA 7
12/15/15 249392 249392 CISR Personal Miscellaneous Leominster, MA 7
12/15/15 249393 249393 CISR Personal Miscellaneous Milford, MA 7
12/16/15 249394 249394 CISR Personal Miscellaneous North Falmouth, MA 7
12/16/15 249395 249395 CISR Personal Miscellaneous Westport, 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 

MEMBERS

NON-MEMBERS

CLASS NAME

CITY

CEUs

6/2/15 249210 249210 CISR Agency Operations Westport, MA 7
6/3/15 249211 249211 CISR Agency Operations Northampton, MA 7
6/5/15 249212 249212 CISR Agency Operations Warwick, RI 6
6/9/15 249213 249213 CISR Agency Operations North Falmouth, MA 7
6/9/15 249214 249214 CISR Agency Operations Randolph, MA 7
6/9/15 249215 249215 CISR Agency Operations White River Junction, VT 7
6/9/15 249216 249216 CISR Agency Operations South Portland, ME 7
6/10/15 249217 249217 CISR Agency Operations Sturbridge, MA 7
6/10/15 249043 249043 CISR Agency Operations Milford, MA 7
6/17/15 249218 249218 CISR Agency Operations Nashua, NH 7
6/22/15 249219 249219 CISR Agency Operations Peabody, 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 2015 - 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 

MEMBERS

NON-MEMBERS

CLASS NAME

CITY

CEUs

7/8/15 249268 249268 CISR Elements of Risk Management Northampton, MA 7
7/14/15 249269 249269 CISR Elements of Risk Management South Portland, ME 7
7/16/15 249270 249270 CISR Elements of Risk Management Plymouth, MA 7
7/21/15 249271 249271 CISR Elements of Risk Management White River Junction, VT 7
7/23/15 249272 249272 CISR Elements of Risk Management Milford, MA 7
7/23/15 249273 249273 CISR Elements of Risk Management Randolph, MA 7
7/28/15 249274 249274 CISR Elements of Risk Management Peabody, MA 7
CEU Key:
S- Massachusetts CE credits applied for
V- CEUs Vary by State



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