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Certified Insurance Service Representative (CISR) Program Top-quality professional training seminars

Certified Professional in Personal Lines (CPPL) Designation Managed Competition has changed the way PL Account Managers do business...

Streaming Live.../Classroom CE Check out our new programs for 2012!

FLOOD A course designed to meet FEMA's requirements...

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Discount Program
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InsurBanc
Full range of banking products and services for ...

INFO-ONLINE
Informative documents...plus much more!


 

Online Courses...from MERG (without CE)

In this "virtual classroom," new employees log on to the course via the computer each week to get the training they need.  There’s no travel, no interruption to daily agency activity and, most importantly, no time out of the office.  Your new hire can connect with other rookies, bounce questions off the facilitator, and learn about critical service and communication skills in manageable pieces in the comfort of their home or office! Students will need a desktop PC with Windows technology, a modem and Internet access with

Cancellation Policy: Any cancellation received prior to the scheduled class will receive a full refund. Any received the week of the scheduled class will be subject to a $50.00 fee and any received after the scheduled class will forfeit entire fee.

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 800/663-2165 or go to www.cisr-edu.com

List of On-line Offerings:
1. New Agency Employee Orientation
2. Delivering Quality Service to the Customer and Employer
3. Personal Lines Coverage Basics
4. Commercial Lines Coverage Basics
REGISTRATION OPTIONS


We've implemented a secure system for registration and now only accept credit cards for web registrations.
      Verisign Secure Site
REGISTER BY PHONE:
800-742-6363
800-222-2699
508-634-2900

REGISTER BY FAX:
508-634-2929

This program is designed for unlicensed employees with less than 12 months experience in the agency. Through this "virtual classroom," your new hire will gain a greater understanding of the insurance industry to supplement the on-the-job experience received in the first few months with your agency.

1. We will build a foundation of knowledge about insurance;
2. Explore the big picture of insurance, including terms and key concepts;
3. Discover how the agency delivers service to customers; and
4. Teach the importance of E&O prevention techniques.

FEES:

$235.00/member...includes text
$285.00/non-member...includes text


DATE 

MEMBERS

NON-MEMBERS

CLASS NAME

CITY

CEUs

6/11/12 246038 246038 On-Line New Agency Employee Online 0
7/9/12 246039 246039 On-Line New Agency Employee Online 0
8/13/12 246040 246040 On-Line New Agency Employee Online 0
9/10/12 246041 246041 On-Line New Agency Employee Online 0
10/8/12 246042 246042 On-Line New Agency Employee Online 0
11/12/12 246043 246043 On-Line New Agency Employee Online 0
CEU Key:
S- Massachusetts CE credits applied for
V- CEUs Vary by State


Delivering Quality Service to the Customer and Employer
This program is an excellent follow-up to the New Employee Orientation Course, but it can also be used as a stand alone course. This course is designed for unlicensed employees with less than 12 months experience in an agency!

1. Students will learn how to develop relationships through active listening;
2. Take ownership of the customer’s problem;
3. Speak positively in negative situations;
4. Help confused or irate customers;
5. Clarify expectations and confirm work plans;
6. Minimize E&O risk through proper documentation; and
7. Explore the workflows within the agency to understand tasks.

FEES:

$235.00/member...includes text
$285.00/non-member...includes text


DATE 

MEMBERS

NON-MEMBERS

CLASS NAME

CITY

CEUs

6/11/12 246045 246045 On-Line New Agency Employee Delivering Qlty Service Online 0
10/8/12 246046 246046 On-Line New Agency Employee Delivering Qlty Service Online 0
CEU Key:
S- Massachusetts CE credits applied for
V- CEUs Vary by State


For employees with 3-9 months experience

The Personal Lines Coverage Basics Curriculum includes:
Week 1: Introduction to Property Insurance
Week 2: Introduction to Liability Insurance
Week 3: Dwelling Insurance
Week 4: Homeowners Insurance
Week 5: Personal Auto Insurance
Week 6: Miscellaneous Personal Insurance

FEES:

$255.00/member...includes text
$305.00/non-member...includes text


DATE 

MEMBERS

NON-MEMBERS

CLASS NAME

CITY

CEUs

7/9/12 246050 246050 On-Line New Employee Coverage Series PL Basics Online 0
9/10/12 246051 246051 On-Line New Employee Coverage Series PL Basics Online 0
11/12/12 246052 246052 On-Line New Employee Coverage Series PL Basics Online 0
CEU Key:
S- Massachusetts CE credits applied for
V- CEUs Vary by State


For employees with 6-12 months experience

The time "on-line" will be less than 1 hour weekly. Work can be completed off-line, then pasted in on-line. Time to complete the course is 3 hours max. per week!

This is what will be expected of you:

  1. Read a chapter and/or an e-lecture.
  2. Perform at least one activity in the week, using the agency as a "learning lab." The activities send you into the agency as a proactive learner, observing procedures and asking questions.
  3. Post your observations about the activity.
  4. Participate in a discussion question weekly with classmates and the facilitator.
  5. Take occasional quizzes and a final exam.

    The Commercial Lines Coverage Basics Curriculum includes:
    Week 1: The Commercial Package Policy & the Business Owners Policy
    Week 2: Commercial Property Insurance
    Week 3: Ocean & Inland Marine Insurance
    Week 4: Commercial General Liability
    Week 5: Commercial Auto Insurance
    Week 6: Commercial Crime Insurance
    Week 7: Workers’ Compensation
    Week 8: Miscellaneous Commercial Insurance

FEES:

$255.00/member...includes text
$305.00/non-member...includes text


DATE 

MEMBERS

NON-MEMBERS

CLASS NAME

CITY

CEUs

6/11/12 246055 246055 On-Line New Employee Coverage Series CL Basics Online 0
8/13/12 246056 246056 On-Line New Employee Coverage Series CL Basics Online 0
10/8/12 246057 246057 On-Line New Employee Coverage Series CL Basics Online 0
CEU Key:
S- Massachusetts CE credits applied for
V- CEUs Vary by State