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Certified Insurance Service Representative (CISR)

The Certified Insurance Service Representative (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, Commercial Property, Personal Auto and Personal Residential.  You may take the courses in any order.
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

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.

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: $135.00/member $135.00/non-member
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 Policy: There will be a $35.00 penalty fee if we are not notified within three (3) working days of the scheduled class. Failure to cancel will result in loss of full registration fee. Please call 48 hours in advance to ensure availability. A $10 charge will be added to all walk-ins and registrations received within 24 hours of the class.

Advanced Coursework...
CISR William T. Hold Seminars (previously CISR ALS)!


Agency Operations
Learn the important functions of an independent agency. We will cover: How to develop professional relationships; An in-depth look at binding insurance, claims processing, certificates of insurance, renewals, cancellations & billing; and the legal aspects of what you do. Attendance at a CISR Agency Operations class may qualify you to earn an E&O premium credit. Check with your individual carrier (Reliance National, SAFECO, or Utica).

DATE 

MEMBERS

NON-MEMBERS

CLASS NAME

CITY

CEUs
6/4/08 242080 242080 CISR Agency Operations Plymouth, MA 8
6/5/08 242081 242081 CISR Agency Operations Pittsfield, MA 8
6/10/08 242083 242083 CISR Agency Operations Concord, NH 8
6/12/08 242082 242082 CISR Agency Operations Northampton, MA 8
6/12/08 242079 242079 CISR Agency Operations White River Junction, VT 8
6/18/08 242084 242084 CISR Agency Operations Framingham, MA 8
6/18/08 242085 242085 CISR Agency Operations Taunton, MA 8
6/19/08 242086 242086 CISR Agency Operations Peabody, MA 8
6/26/08 242087 242087 CISR Agency Operations Sturbridge, MA 8
12/2/08 242088 242088 CISR Agency Operations Burlington, VT 8
12/2/08 242089 242089 CISR Agency Operations Tewksbury, MA 8
12/3/08 242090 242090 CISR Agency Operations Leominster, MA 8
12/4/08 242091 242091 CISR Agency Operations Portland, ME 8
12/4/08 242092 242092 CISR Agency Operations West Springfield, MA 8
12/4/08 242093 242093 CISR Agency Operations Westport, MA 8
12/9/08 242094 242094 CISR Agency Operations Hyannis, MA 8
12/10/08 242095 242095 CISR Agency Operations Randolph, MA 8
12/16/08 242096 242096 CISR Agency Operations Framingham, MA 8
12/16/08 242097 242097 CISR Agency Operations Warwick, RI 8
CEU Key:
S- Massachusetts CE credits applied for
V- CEUs Vary by State


Commercial Casualty
Uncover the building blocks of Commercial Casualty Insurance. We will cover: liability in the CGL policy; the differences between occurrence and claims-made claims; an overview of workers’ compensation insurance; an overview of the commercial auto policy; and important endorsements.

DATE 

MEMBERS

NON-MEMBERS

CLASS NAME

CITY

CEUs
8/5/08        242107        242107        CISR Commercial Casualty        Warwick, RI        8       
8/6/08        242108        242108        CISR Commercial Casualty        Hyannis, MA        8       
8/7/08        242109        242109        CISR Commercial Casualty        Leominster, MA        8       
8/12/08        242110        242110        CISR Commercial Casualty        Burlington, VT        8       
8/13/08        242111        242111        CISR Commercial Casualty        West Springfield, MA        8       
8/14/08        242112        242112        CISR Commercial Casualty        Framingham, MA        8       
8/19/08        242113        242113        CISR Commercial Casualty        Portland, ME        8       
8/20/08        242114        242114        CISR Commercial Casualty        Tewksbury, MA        8       
8/21/08        242115        242115        CISR Commercial Casualty        Randolph, MA        8       
8/26/08        242116        242116        CISR Commercial Casualty        Westport, MA        8       
CEU Key:
S- Massachusetts CE credits applied for
V- CEUs Vary by State

Commercial Property
The essentials of Commercial Property Insurance will be addressed.  We will cover: an in-depth analysis of the coverage including buildings and contents; endorsements; and how the Commercial Lines Marine Policy compliments the Commercial Property Policy.

DATE 

MEMBERS

NON-MEMBERS

CLASS NAME

CITY

CEUs
10/1/08 242126 242126 CISR Commercial Property Warwick, RI 8
10/2/08 242127 242127 CISR Commercial Property Framingham, MA 8
10/2/08 242128 242128 CISR Commercial Property Burlington, VT 8
10/10/08 242129 242129 CISR Commercial Property Leominster, MA 8
10/14/08 242130 242130 CISR Commercial Property Portland, ME 8
10/15/08 242131 242131 CISR Commercial Property Hyannis, MA 8
10/15/08 242132 242132 CISR Commercial Property West Springfield, MA 8
10/16/08 242133 242133 CISR Commercial Property Tewksbury, MA 8
10/22/08 242134 242134 CISR Commercial Property Westport, MA 8
10/29/08 242135 242135 CISR Commercial Property Randolph, MA 8
CEU Key:
S- Massachusetts CE credits applied for
V- CEUs Vary by State


Personal Auto
Let’s analyze coverage in the Personal Auto Policy. We will cover liability, medical payments, uninsured motorists and physical damage coverage provided in the policy plus important endorsements.

DATE 

MEMBERS

NON-MEMBERS

CLASS NAME

CITY

CEUs
9/3/08  242156  242156  CISR Personal Auto  Concord, NH  7 
9/10/08  242157  242157  CISR Personal Auto  Plymouth, MA  8 
9/11/08  242158  242158  CISR Personal Auto  Taunton, MA  8 
9/16/08  242159  242159  CISR Personal Auto  White River Junction, VT  7 
9/17/08  242160  242160  CISR Personal Auto  Peabody, MA  8 
9/18/08  242161  242161  CISR Personal Auto  Sturbridge, MA  8 
9/22/08  242163  242163  CISR Personal Auto  Northampton, MA  8 
9/23/08  242162  242162  CISR Personal Auto  Pittsfield, MA  8 
9/25/08  242164  242164  CISR Personal Auto  Framingham, MA  8 
CEU Key:
S- Massachusetts CE credits applied for
V- CEUs Vary by State


Personal Residential
This class sheds new light on the details of the Homeowners Policy.  We will cover: a complete analysis of the Homeowners Policy; a complete analysis of the HO2, HO3, HO6 and all major endorsements; and compare and contrast the Homeowners Policy with the Dwelling Fire Policy.

DATE 

MEMBERS

NON-MEMBERS

CLASS NAME

CITY

CEUs
5/21/08 242171 242171 CISR Personal Residential Hyannis, MA 8
5/27/08 242172 242172 CISR Personal Residential Leominster, MA 8
5/28/08 242173 242173 CISR Personal Residential Randolph, MA 8
5/29/08 242174 242174 CISR Personal Residential Tewksbury, MA 8
11/4/08 242175 242175 CISR Personal Residential Northampton, MA 8
11/4/08 242176 242176 CISR Personal Residential Plymouth, MA 8
11/4/08 242177 242177 CISR Personal Residential White River Junction, VT 8
11/5/08 242178 242178 CISR Personal Residential Peabody, MA 8
11/12/08 242179 242179 CISR Personal Residential Framingham, MA 8
11/18/08 242180 242180 CISR Personal Residential Pittsfield, MA 8
11/20/08 242181 242181 CISR Personal Residential Portsmouth, NH 8
11/25/08 242182 242182 CISR Personal Residential Sturbridge, MA 8
11/25/08 242183 242183 CISR Personal Residential Taunton, MA 8
CEU Key:
S- Massachusetts CE credits applied for
V- CEUs Vary by State
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