CISR - Certified Insurance Service Representative

An inspiring professional faculty, nine ONE-DAY courses to choose from, current curriculum, and practical applications - all these features make the CISR Program a truly superior education opportunity.

An optional exam is given at the end of each classroom course. The exam is not required for state CE credit or for CISR update credit.

To earn the CISR designation, you must complete any five of the nine courses and pass the five exams within three years. To keep your designation, you must update each year at an approved course.

The Nine CISR Courses

  • Commercial Casualty 1 / Essentials of Legal Liability, CGL, Additional Insureds
  • Commercial Casualty 2 / Business Auto, Workers Compensation, Excess Liability
  • Commercial Property / Property, Time Element, Commercial Inland Marine
  • Personal Residential / Homeowners
  • Personal Auto
  • Life & Health Essentials / Concepts
  • Elements of Risk Management / The Risk Management Process & Concepts
  • Personal Lines Miscellaneous / Watercraft, Recreational Vehicles, Business Activity, Personal Umbrella/Excess
  • Agency Operation
CISR-Elite-logo-CMYK

- The Next Step

 

The William T. Hold Seminars are an approved CISR update option. These innovative one-day courses will explore topics that were either briefly covered or not covered in the CISR courses. No Test. No Dues Requirement. 


Per person fees include lunch, break items and comprehensive printed notebook.

Please visit your "PROfile" on The National Alliance website to print CE forms, view your history and check membership status.

More Information & Course Content


Available Classes

Previous year Previous year
See by year See by month See by week See Today Search Jump to month
Events for
2020
January, 2020
February, 2020
  • CISR Personal Lines Miscellaneous

     

    Details

    It is recommended that students taking CISR Personal Lines Miscellaneous have already taken CISR Personal Residential or have a working knowledge of the Homeowners Policy form.

    • 7 WI CE, course #69340
    • Presented by Todd Davis, CIC 
    • 8:00 a.m. – 3:45 p.m.
    • Optional exam 4:15 – 5:15 p.m.
    • Exam is not required for state CE.
    • $199.00 (Includes CE, notebook, group lunch, and limited break items)

    Location

    Hyatt
    333 Main St.
    Green Bay, WI 54301
    920-432-1234

  • CISR Personal Lines Miscellaneous

     

    Details

    It is recommended that students taking CISR Personal Lines Miscellaneous have already taken CISR Personal Residential or have a working knowledge of the Homeowners Policy form.

    • 7 WI CE, course #69340
    • Presented by Todd Davis, CIC 
    • 8:00 a.m. – 3:45 p.m.
    • Optional exam 4:15 – 5:15 p.m.
    • Exam is not required for state CE.
    • $199.00 (Includes CE, notebook, group lunch, and limited break items)

    Location

    Radisson
    517 Grand Canyon Dr.
    Madison, WI
    (608) 833-0100

March, 2020
May, 2020
June, 2020
  • CISR Commercial Casualty 2

     

    Details

    • 7 WI CE, course # 69338
    • Presented by Patti Gardner, CRM, CPCU
    • 8:00 a.m. – 3:45 p.m.
    • Optional exam 4:15 – 5:15 p.m.
    • Exam is not required for state CE.
    • $199.00 (Includes CE, notebook, group lunch, and limited break items)

    Location

    Holiday Inn Pewaukee Milwaukee West
    N14 W24140 Tower Place
    Exit # 294 off I94 (mapping app is not reliable)
    Waukesha, WI
    262-506-6300

  • CISR Personal Residential

     

    Details

    • 7 WI CE, course # 69328
    • Presented by John Dismukes, CIC, CPCU, AAI, AIS
    • 8:00 a.m. – 3:45 p.m.
    • Optional exam 4:15 – 5:15 p.m.
    • Exam is not required for state CE.
    • $199.00 (Includes CE, notebook, group lunch, and limited break items)

    Location

    Holiday Inn Eau Claire South
    4751 Owen Ayers Court / Eau Claire, WI 54701
    (715) 830-9889

August, 2020
  • CISR Life & Health Essentials

     

    Details

    • 7 WI CE, course # 69351
    • Presented by David Grunke, CHC, RHU, ChHC
    • 8:00 a.m. – 3:45 p.m.
    • Optional exam 4:15 – 5:15 p.m.
    • Exam is not required for state CE.
    • $199.00 (Includes CE, notebook, group lunch, and limited break items)

    Location

    Holiday Inn Wausau (Rothschild/Mosinee)
    1000 Imperial Ave.
    Rothschild, WI
    (715) 355-1111
    Exit #185 off I-39 (Highway 51)

    Online registration is not available at this time.
    Please use the “Print” form.

  • CISR Agency Operations

     

    Details

    • CISR Agency Operations
    • 7 WI CE, 1 is Ethics, course # 69356
    • Approved for Utica premium discount.
    • Presented by Sam Bennett, CIC, CPIA, AFIS, CRIS
    • 8:00 a.m. – 4:00 p.m.
      Optional exam 4:15 – 5:15 p.m.
      Exam is not required for state CE.
    • $199.00 (Includes CE, notebook, group lunch, and limited break items)

    Location

    Red Lion Hotel Paper Valley
    333 West College Ave.
    Appleton, WI 54911
    (920) 733-8000

    Online registration is not available at this time.
    Please use the “Print” form.
     

September, 2020
  • CISR Agency Operations

     

    Details

    • CISR Agency Operations
    • 7 WI CE, 1 is Ethics, course # 69356
    • Approved for Utica premium discount.
    • Presented by John Dismukes, CIC, CPCU, AAI, AIS
    • 8:00 a.m. – 4:00 p.m.
      Optional exam 4:15 – 5:15 p.m.
      Exam is not required for state CE.
    • $199.00 (Includes CE, notebook, group lunch, and limited break items)

    Location

    Holiday Inn Pewaukee Milwaukee West
    N14 W24140 Tower Place
    Exit # 294 off I94 (mapping app is not reliable)
    Waukesha, WI
    262-506-6300

    Online registration is not available at this time.
    Please use the “Print” form.
     

October, 2020
  • CISR Commercial Casualty 2

     

    Details

    • 7 WI CE, course # 69338
    • Presented by Patti Gardner, CRM, CPCU
    • 8:00 a.m. – 3:45 p.m.
    • Optional exam 4:15 – 5:15 p.m.
    • Exam is not required for state CE.
    • $199.00 (Includes CE, notebook, group lunch, and limited break items)

    Location

    Holiday Inn Wausau (Rothschild/Mosinee)
    1000 Imperial Ave.
    Rothschild, WI
    (715) 355-1111
    Exit #185 off I-39 (Highway 51)

    Online registration is not available at this time.
    Please use the “Print” form.

  • CISR Commercial Property

     

    Details

    • 7 WI CE, course #69332
    • Presented by Patti Gardner, CRM, CPCU
    • 8:00 a.m. – 3:45 p.m.
    • Optional exam 4:15 – 5:15 p.m.
    • Exam is not required for state CE.
    • $199.00 (Includes CE, notebook, group lunch, and limited break items)

    Location

    Cranberry Country Lodge
    319 Wittig Rd
    Tomah, WI
    1-800-243-9874

    Online registration is not available at this time.
    Please use the “Print” form.

November, 2020
  • CISR Commercial Casualty 1

     

    Details 

    • 7 WI CE, course # 69334
    • Presented by Tom Franzen, CIC, ARM, ARM-P, MLIS
    • 8:00 a.m. – 3:45 p.m.
    • Optional exam 4:15 – 5:15 p.m.
    • Exam is not required for state CE.
    • $199.00 (Includes CE, notebook, group lunch, and limited break items)

    Location

    Holiday Inn Pewaukee Milwaukee West
    N14 W24140 Tower Place
    Exit # 294 off I94 (mapping app is not reliable)
    Waukesha, WI
    262-506-6300

    Online registration is not available at this time.
    Please use the “Print” form.
     

  • CISR Elements of Risk Management

     

    Details

    • 7 WI CE, course # 6000033927
    • Presented by Tom Franzen, CIC, ARM, ARM-P, MLIS
    • 8:00 a.m. – 3:45 p.m.
    • Optional exam 4:15 – 5:15 p.m.
    • Exam is not required for state CE.
    • $199.00 (Includes CE, notebook, group lunch, and limited break items)

    Location

    Radisson
    517 Grand Canyon Dr.
    Madison, WI
    (608) 833-0100

    Online registration is not available at this time.
    Please use the “Print” form.

December, 2020
  • CISR Commercial Casualty 1

     

    Details 

    • 7 WI CE, course # 69334
    • Presented by John Dismukes, CIC, CPCU, AAI, AIS
    • 8:00 a.m. – 3:45 p.m.
    • Optional exam 4:15 – 5:15 p.m.
    • Exam is not required for state CE.
    • $199.00 (Includes CE, notebook, group lunch, and limited break items)

    Location

    Radisson
    517 Grand Canyon Dr.
    Madison, WI
    (608) 833-0100

    Online registration is not available at this time.
    Please use the “Print” form.
     


Featured Benefit: Ins. Career

careerClick Here to learn more about posting your opening.

PIA Large

Professional Insurance Agents of Wisconsin
6401 Odana Road | Madison, WI 53719
Phone: (608) 274-8188 | Toll Free (800) 261-7429
Fax: (608) 274-8195 | Toll Free (866) 203-7461

pia-national-news