Construction Risk & Insurance Specialist (CRIS) designation program in partnership with International Risk Management Institute, Inc. (IRMI®)

Certified Professional in Personal Lines (CPPL) Designation Sales is everyone's job within the agency.

Certified Insurance Service Representative (CISR) Program Restructured for 2013! Commercial and Personal lines topics...

P&C, PL and LAH Licensing Programs Our licensing programs are a combination of self-study and classroom review...

Certified Insurance Counselor (CIC) Institutes Learn more about this prestigious professional designation program

SERVICES

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Tutoring & Mentoring Services from MAIA
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Licensing Study Guides & Tutorial Exams / AAI Designation Self-Study
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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 a current web browser.

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


      
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:

$245.00/member...includes text
$295.00/non-member...includes text


DATE 

MEMBERS

NON-MEMBERS

CLASS NAME

CITY

CEUs

6/10/13 247391 247391 On-Line New Agency Employee Online 0
7/8/13 247395 247395 On-Line New Agency Employee Online 0
8/12/13 247396 247396 On-Line New Agency Employee Online 0
9/9/13 247397 247397 On-Line New Agency Employee Online 0
10/7/13 247398 247398 On-Line New Agency Employee Online 0
11/11/13 247399 247399 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:

$245.00/member...includes text
$295.00/non-member...includes text


DATE 

MEMBERS

NON-MEMBERS

CLASS NAME

CITY

CEUs

6/10/13 247393 247393 On-Line New Agency Employee Delivering Qlty Service Online 0
10/7/13 247394 247394 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:

$265.00/member...includes text
$315.00/non-member...includes text


DATE 

MEMBERS

NON-MEMBERS

CLASS NAME

CITY

CEUs

7/8/13 247400 247400 On-Line New Employee Coverage Series PL Basics Online 0
9/9/13 247401 247401 On-Line New Employee Coverage Series PL Basics Online 0
11/11/13 247402 247402 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:

$265.00/member...includes text
$315.00/non-member...includes text


DATE 

MEMBERS

NON-MEMBERS

CLASS NAME

CITY

CEUs

6/10/13 247383 247383 On-Line New Employee Coverage Series CL Basics Online 0
8/12/13 247384 247384 On-Line New Employee Coverage Series CL Basics Online 0
10/7/13 247385 247385 On-Line New Employee Coverage Series CL Basics Online 0
CEU Key:
S- Massachusetts CE credits applied for
V- CEUs Vary by State