Credit portal




What is insurance service

PIA's exclusive CISR schedule

(Links go to state annual educ. schedule. Select "class type" CISR and "sort.")

Please note: Registration processing will not be completed without full payment at the time of registration form submission. Submission of a registration form without proper payment will not hold your spot in a program.

Core CISR Tri-State CE credit guide

Core CISRs are approved for CE in all states. Have a license in a state besides NY, NJ, CT or NH? Information on CIC CE credit in all states is available through The National Alliance's CE guide .

Attn. NJ Producers: According to the NJ DOBI, producers who maintain & fulfill the CE requirements for a professional insurance designation approved by the DOBI (CIC, CISR), shall be awarded 12 credit hours for each full year preceding renewal for which these requirements were fulfilled. Application to obtain such approval shall be made by using the CE1A form. Therefore, CICs and CISRs updating/maintaining their designations AUTOMATICALLY comply with the DOBI's CE requirements.

If you have questions, go to the NJ DOBI's site, here.

MyPage allows you to download your CE certificates and other documents, see when your next update is due, view your history and update your contact information.

The CISR designation program includes nine course offerings. To earn the CISR designation, participants will need to pass exams for 5 of the 9 courses. However, anyone is welcome to attend the classes without taking the exams. There is no special order in which courses must be taken. If you are more familiar with a given topic, you may want to begin with that course.

The CISR program is a CE credit-approved, nationally recognized designation program that takes a practical, hands-on approach to learning. This designation is recognized nationwide as an important credential–one that benefits individuals, their agencies, and their customers.

Through this program, developed by the National Alliance for Insurance Education. students who are committed to continuing education and career growth can obtain the highest level of professional insurance education. This uniquely powerful training is designed to help you conquer the challenges of today by making customer service representatives more professional, more productive and more profitable.

About the CISR courses

Customers won't forget an account manager or CSR who has the CISR designation— because they deliver service that is truly noticeable. The CISR program is for all insurance personnel who make customer service their priority.

    1IC: Commercial Casualty I–CGL,AI 2IC: Commercial Casualty II–BAP, WC, Excess IP: Insuring Commercial Property PR: Insuring Personal Residential Property PA: Insuring Personal Auto Exposures PM: Personal Lines–Miscellaneous LHE: Life & Health Essentials ELR: Elements of Risk Management AO: Agency Operations


This course strengthens your ability to have productive, assured interactions with your commercial customers in the area of commercial casualty exposures and coverages. You will improve your understanding of legal liability and what creates liability exposures. The focus of this course is the Commercial General Liability Coverage Form. This course also addresses additional insured exposures and the coverage available to meet these needs.

      Essentials of Legal Liability CGL Introduction Commercial General Liability Coverage Parts CGL Other Provisions Additional Insureds


This course, like Commercial Casualty I, strengthens your ability to have productive, assured interactions with your commercial customers in the area of commercial casualty exposures and coverages. In this course the focus is the Business Auto Policy, the Workers Compensation Policy and Excess Liability Policies. You will improve your understanding in each of these areas.

    Business Auto Exposures and Coverages Workers Compensation & Employers Liability Insurance Policy Commercial Umbrella and Excess Liability Policies


After taking this course, you will be able to assist your clients in identifying their exposures and more effectively advise them in the processes of analyzing, obtaining, and modifying their personal automobile policies.

      Introduction to the Personal Auto Policy Liability Coverages Medical Payments Coverage Uninsured/Underinsured Motorists Coverage Coverage for Damage to Your Auto Provisions


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.

    Introduction to the Homeowners Policy Homeowners Policy Section I Homeowners Policy Section II Tenants, Unit-Owners, and the Dwelling Policy


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.


    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


This course addresses the exposures created by watercraft, recreational vehicles, and business activities often encountered when working with personal lines clients. Prompting your client to identify these exposures is crucial, because the ISO Homeowners and ISO Personal Auto Programs provide only very limited coverage. You will be better able to design the appropriate coverage for these exposures. The course will also provide an analysis of the important coverage offered through personal umbrella or excess liability policies.

    Watercraft Exposures & Coverages Recreational Vehicles Business Activities of Personal

    Lines Clients Personal Umbrella/Excess Liability


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.

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

^FF - This course has been approved for E&O loss prevention credit by Fireman's Fund. ^UM - This course has been approved for E&O loss prevention credit by Utica Mutual. Call the PIA E&O Department for details: 800-424-4244.


Insurance professionals need training in the risk management process for two reasons. First, insurance is an integral part of their client's overall risk management program. Second, services provided by carriers, agencies and brokerages are often significant items in the organization's cost of risk.

In this eight-hour course we will cover each of the five powerful steps in this process, which protects not only the organization's assets, but also its mission and its brand.

Topics Include:

    The Risk Management Process & Risk Terms Risk Identification Risk Analysis Risk Control Risk Finance Risk Administration


This course will help 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 wellbeing 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.

      Introduction to Life Insurance Term Insurance Permanent Life Insurance Health Insurance Concepts Regulation Consumer Driven Plans

Advanced learning options

William T. Hold Seminars — Exclusive, advanced training for experienced CSRs. Developed especially for CISRs as part of the Founders Series. these innovative one-day courses are special advanced learning opportunities for insurance professionals. William T. Hold Seminars are for all to attend. There is no longer a dues requirement or a designation requirement to attend a William T. Hold Seminar.

Dynamics of Service ^UM— (Open to anyone; no longer a dues requirement to get your CISR update) 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 our 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 teach; they know what works in the "real world."

Information on CE credit in all states is available through The National Alliance's CE guide .*

Visit the National Alliance for more information on this designation program.

Attention NJ licensees: Producers who fulfill the CE requirements for a professional insurance designation approved by the NJDOBI (including CIC & CISR), shall be awarded 12 credit hours for each full year preceding renewal. Application to obtain such approval shall be made using the CE1A form and the alternative CE credit application. CICs and CISRs updating/maintaining their designations thereby fully comply with NJ's CE requirements, including the ETHICS requirement.

What are my options for meeting the Society of CISR's annual update requirement?

To remain current, it is necessary that you update your knowledge on a regular basis. That is why the National Alliance asks that you take at least one continuing education session every year to maintain your CISR designation. No exams for classroom courses are required for update credit or CE credit.

The following update options are available From PIA:

    Any one of the CISR courses Any one-day William T. Hold Seminar A one-day Dynamics of Service program. An entire CIC institute earns up to two years of update credit. Dynamics Sales Training earns up to two years of update credit for dues-paid CISRs.

Student Feedback - CISR program participants are encouraged to contact the Glenmont National Alliance Committee with recommendations, comments and concerns about the programs.

CISR Registration

Fee includes refreshments, instruction and materials. CISR early bird fee: $170. Within three business days of program date, fee is $180.

PIA CIC cancellation, transfer and no-show policies—

  • If more than three business days prior to program: Cancellations/transfers are fully refundable.
  • If less than three business days: Cancellations/transfers incur fees of $100 for CIC programs, $25 for CISR, CPIA or full-day programs and $15 for half-day programs.
  • If up to five days after program: No-show transfers incur the following fees-- $100 for CIC programs, $25 for CISR CPIA or full-day programs and $15 for half-day programs.

Category: Insurance

Similar articles: