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Certified Insurance Service Rep. (CISR) Program

Core Components of the CISR Program

The CISR program is made up of nine components.  Core topics covered in each program is listed below.

Agency Operations
  • Functions of the independent agency, including Automation in the Agency
  • Agency Systems including Applications, Certificates of Insurance, Cancellations, Policy Issuance, Claims Processing, Billing, Binders and Renewals.
  • Ethics and Legal Obligations
  • Insuring Commercial Casualty
  • Analysis of General Liability, Workers Compensation and Commercial Auto Policies Endorsements
  • Qualifying the risk with specific questions and analyzing specific risk exposures.
Personal Auto Exposures
  • Analysis of the coverage provided by the Personal Auto Policy
  • Endorsement to the Personal Auto Policy, including no-fault and personal injury protection
  • Analysis of personal Umbrella Coverages – What they are and who needs them!
  • *This course is state-specific. It is recommended you attend the course in the state you write the most business.
Personal Residential Property
  • Analysis of the coverage provided by your state’s Homeowners Policy and all major endorsements
  • Comparison and contrast of the dwelling policies and Homeowners Policies
Personal Lines - Miscellaneous
  • Watercraft Exposures & Coverages
  • Recreational Vehicles
  • Business Activities of Personal Lines Clients
  • Personal Umbrella / Excess Liability
Commercial Property
  • The essentials of Commercial Property Insurance
  • Analysis of the coverage provided by the Commercial property Policy, including building and contents
  • Endorsements to the Commercial Property Policy
  • *This course is state-specific. It is recommended you attend the course in the state you write the most business.
Commercial Casualty I
  • Essentials of Legal Liability
  • CGL Introduction
  • Commercial General Liability Coverage Parts
  • CGL Other Provisions
  • Additional Insured
Commercial Casualty II
  • Business Auto Exposures and Coverages
  • Workers' Compensation and Employers' Liability Insurance Policies
  • Commercial Umbrella and Excess Liability Policies
Elements of Risk Management
  • The Risk Management Process & Risk Terms
  • Risk Identification
  • Risk Analysis
  • Risk Control
  • Risk Finance
  • Risk Administration
Life & Health Essentials
  • Introduction of Life Insurance
  • Term Insurance
  • Permanent Life Insurance
  • Health Insurance Concepts
  • Regulation
  • Consumer Driven Plans


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Registration form

Required only if paying by check.

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Upcoming Programs

CISR Personal Lines Msc.   
        June 26 ~ Wyomissing, PA
CIC Comm. Multiline   
        July 9-12 ~ Erie, PA
James K Ruble Seminar   
        July 9-10 ~ Macungie, PA
Grilled Cheese & Beer    
        July 10 ~ Mechanicsburg, PA
Grilled Cheese & Beer    
        July 11 ~ Newark, DE
CISR Personal Auto   
        July 11 ~ Mechanicsburg, PA
CISR Life & Health   
        July 12 ~ Pittsburgh, PA
CISR Personal Lines Msc.   
        July 12 ~ Wilkes-Barre, PA
CISR Risk Management   
        July 17 ~ Lancaster, PA
Full Schedule