Certified Insurance Service Representative Courses
Other CISR Courses:
Insuring Commercial Casualty Exposures (IC)
This course strengthens your ability to have productive, assured interactions with your commercial customers. You will improve your cross-selling skills by understanding essential commercial coverages.
Topics:
• Essentials of Legal Liability
• Commercial General Liability Insurance
• Business Auto Policy
• Workers Compensation
Return to Top • Return to CISR Page
Insuring Commercial Property
Commercial property insurance is one of your business customers’ greatest concerns. You’ll improve your cross-selling abilities with up-to-date knowledge of commercial property coverage, and reduce E&O exposures. This course gives you the skills to address these issues with greater ease and confidence.
Topics:
• Fundamentals of Commercial Property Insurance
• Building and Personal Property Coverage Form
• Causes of Loss Forms
• Basics of Time Element Insurance
• Basics of Commercial Inland Marine Insurance
Return to Top • Return to CISR Page
Insuring Personal Residential Property
This course gives you the expertise you need to guide your customers through the often complex and confusing process of purchasing homeowners insurance – and help them make decisions that insure their most valuable assets.
Topics:
• Homeowners Policy Coverages
• Dwelling Policy
Return to Top • Return to CISR Page
Insuring Personal Auto Exposures
After taking this course, you will be able to more effectively advise your customers in the processes of analyzing, obtaining, and modifying their auto policies.
Topics:
• Personal Auto Policy Coverages with Related Vehicles
• Personal Umbrella Coverages
Return to Top • Return to CISR Page
Agency Operations
This course helps make you an indispensable team player in any insurance agency. As you work with colleagues and customers, you will do so with enhanced self-assurance and a greater understanding of the dynamics within insurance organizations. Also, understanding how agencies operate is essential training for both insurance agency and company personnel.
Topics:
• The Insurance Agency
• The Insurance Marketplace
• Communication Skills
• Basics of Risk Management
• Basics of Financial Statement Analysis
• Personal and Commercial Lines: Due Diligence and Account Management
• Other Account Servicing
• Claims Processing
• Professional Responsibilities: Ethical and Legal Behavior
Return to Top • Return to CISR Page
William T. Hold Seminar
Exclusive, advanced training for dues-paid CISRs
Developed especially for dues-paid CISRs these innovative one-day courses are special advanced learning and update opportunities for insurance service professionals.
The agenda is created from more than 40 topics, ranging from personal lines to commercial lines to life and health. You will explore topics that were either briefly covered or not covered at all in the five core CISR courses. For example, selected topics could include garage insurance, certificates of insurance, or rental cars. For specific topic information, consult the seminar agendas below.
Hold Seminars provide excellent workbook materials and informal Q&A with the faculty—experienced insurance industry professionals.
Benefits:
• Satisfies the annual CISR and CSRM CE update requirements.
• Eight hours of CE Credit for an Illinois licensee (some restrictions apply)
• Expert instruction
• Illinois specific topics and in-depth discussions
• Networking opportunities in a relaxed atmosphere – AND NO TEST!
Return to Top • Return to CISR Page
Dynamics of Service
In a competitive marketplace, an agency’s most important asset is…its people. Give your customer service personnel the tools they need to succeed!
Dynamics of Service is consistently one of the highest-rated programs. Participants repeatedly tell us how this one-day course transformed their lives immediately when back on the job. And how much FUN it was to attend.
Difficult personalities are one of the realities of doing business. Dynamics of Service helps overcome the annoyance you feel during these encounters – by learning behavioral styles and effective ways to communicate. You can learn a process that leads to satisfied and loyal customer relationships – which leads to greater retention rates.
The success of Dynamics of Service is a direct result of an energetic and knowledgeable faculty. These instructors have lived and practiced what they each; they know what works in the “real world.”
When you attend Dynamics of Service, you will:
• Improve your people skills dramatically.
• Tune up your professional competence.
• Acquire a wealth of tools and techniques for dealing with customers effectively.
All these skills serve to make an employee more valuable, more productive, and more satisfied on the job.
Return to Top • Return to CISR Page
Click below to view our upcoming CISR Classes, or click here to register online.
