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CISR Designation Program

The CISR Program empowers outstanding individuals to provide exceptional customer service. Join the many thousands of insurance professionals who have already experienced these benefits which include:
  • Current, practical, up-to-date information you can apply immediately in your day-to-day interactions with customers.
  • Complete knowledge of risks, coverages, and exposures — knowledge that helps to make you a truly superior insurance service professional.
  • Cross-selling and account-rounding skills — to complement your core understanding of risks and exposures.
  • One-day classroom agendas or self-paced online agendas — giving you maximum knowledge with a minimum amount of time away from the office.
  • CE credit in states having a continuing education requirement — for a convenient, cost-effective way to meet your ongoing CE needs.
  • An affordable registration fee — one that includes the course outlines and policy forms.
This excellent program will enrich your career, extend your knowledge, and immeasurably increase the satisfaction that comes from doing a great job. For today's insurance professional, it's an exceptionally rewarding opportunity.

How to earn your CISR Designation

The Certified Insurance Service Representatives (CISR) Program consists of 9 core courses that allow participants to select from a variety of topics, based on their personal preference, to earn the CISR designation. These options give participants the opportunity to choose courses to specialize in a certain area or mix and match courses to diversify their learning. To earn the CISR designation, you must complete five of the nine courses and pass the exams within a three year period.

The CISR core courses are:
Commercial Casualty I
Commercial Casualty II
Insuring Commercial Property
Insuring Personal Auto Exposures
Insuring Personal Residential Property
Personal Lines Miscellaneous
Agency Operations
Life & Health Essentials
Elements of Risk Management
Click the class for detailed course information.

Live Class Information

The CISR courses are reasonably priced and offered throughout Louisiana. Pre-registration is recommended for all classes and space is limited.

Click Here To Register

*Daily Schedule
Registration: 7:30 a.m.
Seminar: 8:00 a.m. - 3:30 p.m.
Q&A & Review: 3:30 - 4:00 p.m.
Exam: 4:00 - 5:00 p.m. (required only for individuals earning the CISR designation)
*Actual times may vary due to content.

Maintaining the Designation/Earning the Elite Distinction

After you earn the CISR designation, an update is required each year to keep your education current and to maintain your CISR designation. If you choose to update by attending one of the remaining four CISR courses (see note above) you will be on your way to achieving the CISR Elite distinction. Once you've completed and passed all nine CISR courses (the first five courses within three years and the remaining four courses within an additional three years), you will earn the highest recognition for those in customer service anywhere. With this new status, CISR Elites will receive a new pin, a special diploma, and recognition at a conferment ceremony.

Additional National Alliance Offerings

Also available are the William T. Hold Seminars and Dynamics of Service Seminars, which are now available to ALL insurance professionals.

William T Hold Seminars* provide innovative answers to real-life situations. The one-day seminar topics include: Cyber Liability, Additional Insureds, Workers Compensation, and Homeowners Q & A, just to name a few. Each class is approved for CE credits determined by the topic and will stand as your CISR Designation annual update.
WTH classes are only approved for Louisiana CE credit.

Dynamics of Service* is a one-day, insurance specific program that will immediately improve the customer service in any agency, company or insurance-related organization. Each DOS class is approved for 7 hours of CE credit and will stand as your CISR and CSRM annual update. Participants who attend will:
  • Dramatically improve their people skills
  • Tune up their professional competence
  • Acquire a wealth of tools and techniques for dealing with customers effectively
*Please note that WTH and DOS classes do NOT count toward earning your designation.

To contact the National Alliance directly or for information
on the CISR online classes please click here.

In House

Thanks to Our 2022 PIA Partners:
Capital Premium Financing Gulf States Insurance Co. Johnson, Yacoubian & Paysse LRA Workers' Comp
Markel Specialty National General, an Allstate company SageSure
Professional Insurance Agents of Louisiana
4021 W. E. Heck Ct., Building K • Baton Rouge, Louisiana 70816
(800) 349-3434 • (225) 766-7770 • (225) 766-1601 (fax)