Certified Insurance Service Representative

CISR is a practical program, stressing the understanding and analysis of risks and exposures. Each of the five, one-day courses provides intermediate level instruction covering all phases of the customer service representative's daily work. Each course is followed by an optional one-hour examination.

When a student passes all five courses the CISR designation is earned. An individual must successfully complete the five CISR examinations within three calendar years following the year in which the individual successfully completed his/her first examination.

A CISR must update once a year to maintain the designation. See update options below.

Please visit "My Page" on The National Alliance website to download your documents and view your history. 

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 CISR Update Options   

Dynamics of Service

Dynamics of Service is a one-day course where you will discover what makes superior customer service representatives effective – and what keeps their customers loyal. Improve your people skills, tune up your professional competence and acquire a wealth of tools and techniques for dealing with customers effectively.

The course is open to anyone, no test.
Dues paid CISRs can use this course as an update option.

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Each course is approved for 8 Wisconsin CE credits. CISR OnLine Too! Ethics as noted on course list.

CISR Course
8:00 - 3:30 Optional Exam at 4:00
$130.00

William T. Hold Seminar – For dues paid CISRs, CICs and CRMs only. No test.
8:00 - 4:00
$130.00

Dynamics of Service Course – Open to anyone. No test. Update Option for dues-paid CISRs.
8:00 - 4:00
$140.00