CISR - Certified Insurance Service Representatitve
We are pleased to announce that the Certified Insurance Service Representative(CISR)
program has been restructured to give you a choice and additional
learning opportunities in the commercial lines and personal lines
subject areas as well as new course offerings in life & health and
risk management. The CISR designation program will now include 9
course offerings. You will need to pass 5 of the 9 courses to earn the
CISR designation!
For more information, click here!
If
you hold the CISR designation and pass the other four CISR course exams, you
will earn the CISR Elite designation!
These additional passes must be achieved in a three year time frame.
Obtaining the status of being
a CISR Elite is evidence of
commitment to the agency, the client, and the participant’s personal growth.
Earning CISR Elite designation...
- represents increased specialized
knowledge
- increases earning power
- enhances professional status and creates more value for your
agency or company
For
example, the CISR Elite designation
would read as: Heather Kramer, CISR Elite
Click here for more information on the CISR Elite!
William T. Hold Seminars
The William T. Hold Seminars were developed by the Society of CISR. The goal of this program is to give those individuals with their CISR designations an opportunity for further education in property and casualty lines. Effective immediately, these advanced seminars are open to the insurance community.
These seminars also meet the Society's annual requirement for maintaining the CISR designation.
William T. Hold Seminars: Life Cycle of a Contractor - Starts a Business
WHO SHOULD ATTEND:
This course is geared towards students who have a good level of understanding of commercial lines policies and want to dig deeper into the insurance needs of a commercial lines contractor.
This course can be taken by anyone however it also is it also part of a National Designation program called the Certified Insurance Service Representative (CISR) program and will update that designation if you already have it. If you are interested in seeing the courses involved and earning the designation, that information can be found HERE.
CLASS TOPICS: - Carl Carpenter works for a construction company:
- Part 1: Driving to work MAP/PAP, paid to drive coworkers, paid to bring supplies to jobsite... policy change?
- Part 2: Buys more tools/equipment, boss pays for right to use - HO-4 coverage?
- Carl Carpenter decides to start own business and needs CGL.. what is it? what does it do?
- Part 3: Hired by Turner Construction and needs to prove additional insured status, WC coverage, requires certificates showing primary and non-contributory
- Part 4: Hires an employee - independent contractor or employee? Crossing state lines...State law and election of coverage... benefits?
- Part 5: Decides to become LLC - has issues with WC coverage, name change for CGL? .. BAP in personal name - what about LLC?
- Part 6: Now married and gives wife company car - what is missing? ...commercial umbrella, mobile equipment issues with new CGL
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William T. Hold Seminars: Life & Times Mike Millennia - PL Account Development
WHO SHOULD ATTEND:
This course is geared towards students who have a good level of understanding of personal lines policies and want to dig deeper by examining a personal lines account development scenario.
This course can be taken by anyone however it also is it also part of a National Designation program called the Certified Insurance Service Representative (CISR) program and will update that designation if you already have it. If you are interested in seeing the courses involved and earning the designation, that information can be found HERE.
CLASS TOPICS: - Part 1 - Teenage Years:
- Licensing laws: state laws and parental responsibility, laws v policy coverage
- Proper rating / vehicle in parents names
- Mike gets own policy
- Mike goes to college
- cell phone use - potential problems for parents and Mike
- Part 2 - Energetic Early Twenties:
- BMW grad present
- Grad School is next
- Apartment Rental
- Girlfriend drives car / Mike buys motorcycle
- Engagement Ring - who insures?
- Buy a condo and live together -what is covered and by whom?
- Part 3 - Thriving Thirties:
- Marriage - insuring the celebration
- Purchases a home
- Business in the home
- Children arrive ... hires a nanny
- Part 4 - Fabulous Forties and Philanthropic Fifties:
- Vacations - rents jetskis, cars
- Volunteer activities
- Part 5 - Satisfying and Serene Sixties:
- Snow bird ... second home
- Trusts and the Auto & HO policy
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