29% of surveyed CSRs expressed an interest in advancement opportunities in agency management. —CSR Profile

CISR Agency Operations can transform you into an indispensable team player in any insurance agency or give you confidence to move into another position. As you work with colleagues and customers, you’ll discover an enhanced self-assurance and a greater understanding of the dynamics within insurance organizations. Also, understanding how agencies function is essential training for both insurance agency and company personnel. Topics:

• Legal & Ethical Requirements
• The Insurance Agency
• The Insurance Industry and Marketplace
• Communication and Technology
• Agency Workflow Concepts
• Agency Workflow Steps
• Account Management
• Errors & Omissions

Instructor-Led Webinar

Self-Paced Online

Gain confidence with commercial casualty exposures and coverages and learn the CGL policy inside and out.

This CISR Commercial Casualty I Course strengthens your ability to have productive, confident interactions with your commercial customers in the area of commercial casualty exposures and coverages. You’ll improve your understanding of legal liability and what creates liability exposures. The focus of this course is the Commercial General Liability Coverage Form. Also addressing additional insured exposures and the coverage available to meet them, the course provides a strong foundation that is valued by insurance professionals.

Topics:

• Essentials of Legal Liability
• Commercial General Liability
• Additional Insureds

Instructor-Led Webinar

Self-Paced Online

Those who completed the Insuring Commercial Casualty Exposures course (which was available prior to Commercial Casualty I and Commercial Casualty II), may choose either Commercial Casualty I or Commercial Casualty II as part of their five courses to earn the CISR designation, but not both. 

One objective of this course is to clarify who is and who is not an insured in specific situations as defined by the Business Auto Coverage Form.

This course, like Commercial Casualty I, expands your ability to have a confident relationship with your commercial customers in the area of commercial casualty exposures and coverages. In Commercial Casualty II, the focus is the Business Auto Policy, the Workers Compensation Policy, and Excess Liability Policies. You will improve your understanding in each of these vital areas. Topics:

• Workers’ Compensation and Employers’ Liability
• Introduction to Business Auto Coverage
• Excess Liability and Commercial Umbrella Policies

Instructor-Led Webinar

Self-Paced Online

Those who completed the Insuring Commercial Casualty Exposures course (which was available prior to Commercial Casualty I and Commercial Casualty II), may choose either Commercial Casualty I or Commercial Casualty II as part of their five courses to earn the CISR designation, but not both. 

Insurance Service Representatives can benefit from an understanding of the risk management process.

Knowing the types and classifications of exposures their clients face helps them to design more effective insurance and risk management programs. This course provides tools and techniques to identify exposures, assess their impact on clients’ assets and operations, consider a variety of loss funding/insurance options, control losses and claims, and finally to implement risk management and loss control procedures and monitoring their progress.

Topics Include:

• Introduction to Risk Management
• Risk Identification
• Risk Analysis
• Risk Control
• Risk Financing
• Risk Administration

Instructor-Led Webinar

Self-Paced Online

Identifying the right personal automobile policy and being able to modify it appropriately are skills valued by clients and their families.

After taking the CISR Insuring Personal Auto Course, you’ll be able to assist your clients in identifying their exposures and more effectively advise them of policy limitations or exclusions that may apply, including ways to provide the needed coverage.

Topics:

• Introduction to the Personal Auto Policy
• Personal Auto Policy Definitions and Liability Coverage
• Medical Payments/Personal Injury Protection
• Uninsured/Underinsured Motorists Coverage
• Coverage for Damage to Your Auto
• Coverage for a Rented Vehicle

Instructor-Led Webinar

Self-Paced Online

Nothing hits home more than a personal lines loss. Client retention depends on developing relationships and learning to identify the specific exposures each client contends with.

The CISR Personal Residential Course helps you develop the expertise to guide your customers through the often complex and confusing process of purchasing homeowners insurance. More importantly, you will be able to provide practical information that will help clients make decisions for protecting their most valuable assets and their financial future in the event of a loss. Topics:

• Personal Residential Concepts
• Homeowners Policy Property Coverages
• Homeowners Policy Liability Coverages and Policy Conditions

Instructor-Led Webinar

Self-Paced Online

While Personal Lines business may be your primary focus, cross-selling life and health products is a proven revenue generator and client retention tool. Grow your skills and grow your value for your future and for your agency!

This course helps 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 well-being 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:

Learn how to tailor insurance & risk management programs to meet client needs. 

This course examines coverage exclusions and limitations in the most current ISO Homeowners 3 – Special Form and the ISO Personal Auto Policy.

Learn to address exposures created by business activities, the ownership or use of recreational vehicles and watercraft, and the need for additional coverage through Personal Umbrella Liability and Catastrophe Coverage.

This course is best taken after CISR Personal Residential Property & CISR Personal Auto Exposures.

Topics:

• Business Activities of Personal Lines Clients – Unique exposures to in-home businesses, types of loss, risk management considerations, and methods of insuring exposures.
• Recreational Lines – Identify exposures faced by personal lines clients with recreational vehicles and watercraft.
• Personal Umbrella/Excess Liability – Understand Personal Umbrella Liability/Excess Liability Coverage concepts and identify and compare policy differences.
• Personal Lines Catastrophe Coverage – Coverage solutions and risk mitigation methods or resources available to personal lines consumers for catastrophic perils.
• Personal Lines Emerging Risks – Basics of how emerging risks develop, risk management process essentials, and how to apply the risk management process to an emerging risk.

Instructor-Led Webinar

Self-Paced Online