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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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Upcoming Programs

HOLD: Contracts/Leases   
        Dec. 11 ~ Wyomissing, PA
P&C Licensing Course   
        Dec. 11-13 ~ Pittsburgh, PA
CISR Comm. Property   
        Dec. 12 ~ Mechanicsburg, PA
HOLD: Contracts/Leases   
        Dec. 13 ~ Hagerstown, MD
P&C Licensing Course   
        Jan. 29-31 ~ Mechanicsburg, PA
CISR Personal Lines   
        Feb. 5 ~ Newtown Square, PA
CISR Pers. Residential   
        Feb. 6 ~ Mechanicsburg, PA
CISR Agency Operations   
        Feb. 7 ~ Pittsburgh, PA
P&C Licensing Course   
        Feb. 12-14 ~ Breinigsville, PAFull Schedule