Find all the details you need about the CISR and CIC designations offered through OIA. Still have questions? Reach out to Ashley Fitzsimmons or Joshua Moore!
CISR (Certified Insurance Service Representative)
The Certified Insurance Service Representative (CISR) Program empowers outstanding individuals to provide exceptional account management and customer service.
Today’s organizations live and die by their customer service—so be great at what you do! If you are thinking about expanding your skills, only one program should be on your radar—Certified Insurance Service Representative (CISR). CISR courses are known for preparing front-line professionals to analyze risks, policies, forms, and claims data and communicate that understanding clearly to their clients, carriers, and colleagues.
OIA has teamed up with IA&B in PA to bring you the CISR Program developed by The National Alliance for Insurance Education and Research.
For over five decades, The National Alliance has set the standard for quality, practical continuing education for insurance and risk management practitioners. For more information about the National Alliance, go to https://www.scic.com/
For frequently asked questions and answers regarding the National Alliance, go to https://www.scic.com/faqs/
Who Should Attend CISR Courses?
CISR courses are designed for individuals working in a customer service capacity.
Earn a Prestigious CISR Designation
To earn a CISR Designation, successfully complete five of the nine courses and pass all five multiple-choice exams within three calendar years. You can take the courses in any order. Once you have completed all five exams, you will earn the designation. Note: Insurance professionals are welcome to take CISR courses without the intent to earn a designation. The exam is required only if earning the designation.
Earn a CISR Elite Designation
If you go on to take and pass all nine courses, you will earn the CISR Elite designation. After earning the CISR or the CISR Elite Designation, you are eligible to attend special programs designed exclusively for CISR designees.
CISR Course Descriptions
Agency Operations
Gain a greater understanding of the dynamics within insurance organizations. Also, understanding how agencies operate is essential training for both insurance agency and company personnel. This course helps make you an indispensable team player in any insurance agency.
Topics
Legal and Ethical Requirements
Agency Workflow
Account Management
Errors & Omissions
Communication
Commercial Casualty I
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.
Topics
Essentials of Legal Liability
CGL Other Provisions
CGL Introduction
Additional Insureds
Commercial General Liability Coverage Parts
Commercial Casualty II
This course further strengthens your ability to have productive, assured interactions with your commercial customers in the area of commercial casualty exposures and coverages. The focus is on the Business Auto Policy, the Workers’ Compensation Policy and Excess Liability Policies
Topics
Business Auto Exposures and Coverages
Workers Compensation and Employers Liability Insurance Policy
Commercial Umbrella and Excess Liability Policies
Commercial Property
Improve your cross-selling abilities with up-to-date knowledge of commercial property coverages while reducing your agency’s E&O exposures. This course gives you the skills to address these issues with greater knowledge and confidence.
Topics
Fundamentals of Commercial Property
Basics of Time Element
Building and Personal Property Coverage Form
Basics of Commercial Inland Marine
Causes of Loss Forms
Elements of Risk Management
Insurance is an integral part of any organization’s overall risk management program. Services provided by carriers, agencies and brokerages are often significant items associated with the cost of risk. This course covers the steps involved in protecting an organization’s assets, mission and its brand.
Topics
Risk Control
Risk Identification
Risk Finance
Risk Analysis
Risk Administration
Life & Health Essentials
Take this course to better prepared to answer questions about the need for life insurance, and explore delivery systems and health plans designed to manage the high cost of care.
Topics
Introduction to Life Insurance
Term Insurance
Permanent Life Insurance
Health Insurance Concepts
Regulation
Consumer Driven Plans
Personal Auto Exposures
After taking the CISR Insuring Personal Auto Course, you’ll be able to assist your clients in identifying their exposures and more effectively advise them of policy limitations or exclusions that may apply, including ways to provide the needed coverage.
Topics:
- Introduction to the Personal Auto Policy
- Personal Auto Policy Definitions and Liability Coverage
- Medical Payments/Personal Injury Protection
- Uninsured/Underinsured Motorists Coverage
- Coverage for Damage to Your Auto
- Coverage for a Rented Vehicle
Other Personal Lines Solutions (the NEW Personal Lines Miscellaneous)
This course examines coverage exclusions and limitations in the most current ISO Homeowners 3 – Special Form and the ISO Personal Auto Policy.
Learn to address exposures created by business activities, the ownership or use of recreational vehicles and watercraft, and the need for additional coverage through Personal Umbrella Liability and Catastrophe Coverage.
Topics:
- Business Activities of Personal Lines Clients – Unique exposures to in-home businesses, types of loss, risk management considerations, and methods of insuring exposures.
- Recreational Lines – Identify exposures faced by personal lines clients with recreational vehicles and watercraft.
- Personal Umbrella/Excess Liability – Understand Personal Umbrella Liability/Excess Liability Coverage concepts and identify and compare policy differences.
- Personal Lines Catastrophe Coverage – Coverage solutions and risk mitigation methods or resources available to personal lines consumers for catastrophic perils.
- Personal Lines Emerging Risks – Basics of how emerging risks develop, risk management process essentials, and how to apply the risk management process to an emerging risk.
Personal Residential Property
Gain the expertise you need to guide your customers through the often complex and confusing process of purchasing homeowners insurance. Learn how to help them make decisions that insure their most valuable assets.
Topics
Introduction to the Homeowners Policy
Homeowners Policy Section I
Homeowners Policy Section II
Tenants, Unit-Owners, and the Dwelling Policy
Certified Insurance Counselor (CIC) Program
Become the best in your field and earn a Certified Insurance Counselor (CIC) Designation. CICs are recognized for their expertise and commitment to the industry and their clients.
The CIC Program, developed by The National Alliance for Insurance Education and Research, marks and demonstrates commitment to professional excellence and leadership in the insurance industry.
This program is continuously reviewed, updated, and expanded to fit your professional needs. The enhanced curriculum examines topics important to your success, including insurance exposures, exclusions, and coverages.
OIA brings you educational programs like the CIC Program developed by The National Alliance for Insurance Education and Research.
For over five decades, The National Alliance has set the standard for quality, practical continuing education for insurance and risk management practitioners. For more information about the National Alliance, go to https://www.scic.com/
For frequently asked questions and answers regarding the National Alliance, go to https://www.scic.com/faqs/
Who Should Attend CIC Courses?
Licensed agents, brokers, adjusters, or solicitors; or have at least two years of full-time experience in the insurance industry or as a risk management professional; or have served for at least two years as a full-time insurance faculty member at an accredited college or university.
Earn a Prestigious CIC Designation
To earn a CIC Designation, successfully complete five courses and pass the corresponding exams within five calendar years. Courses may be taken in any order. Note: Insurance professionals are welcome to take CIC courses without the intent to earn a designation. The exam is required only if earning the designation.
What Does a CIC Course Entail?
There are seven core components to the CIC Program. Each course includes 16 hours of instruction by nationally recognized industry experts. An exam is offered following each course. This exam is required for anyone working toward the CIC Designation.
CIC Course Topics
Agency Management
Topics
Strategic Planning
Talent Acquisition & Development
Client Acquisition & Development
Technology Utilization
Ethical Responsibility
Commercial Casualty
Topics
Commercial General Liability Concepts & Coverage
Additional Insured Concepts & Endorsements
Business Automobile Coverages & Endorsements
Workers Compensation & Employers Liability
Commercial Multiline
Topics
Commercial Inland Marine Concepts & Coverages
Crime Coverages & Endorsements
Cyber Exposures & Coverage
Employment Practices Liability Insurance
Excess Liability / Commercial Umbrella Coverages
Commercial Property
Topics
Coverage Forms & Endorsements
Causes of Loss Forms & Endorsements
Time Element Coverages & Endorsements
Insurance Company Operations
Topics
Executive Planning
Actuarial Practices & Accounting
Product Development
Agency/Policyholder Services
Underwriting
Claims
Life and Health
Topics
Life and Annuity Concepts
Business Life Concepts
Health Insurance and Employee Benefits Concepts
Personal Lines
Topics
Personal Residential Coverages
Personal Automobile Coverages
Personal Umbrella/Excess Coverages
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