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CISR Elite

The Certified Insurance Service Representative (CISR) program gives you a choice and additional learning opportunities in the commercial lines and personal lines subject areas as well as course offerings in life & health and risk management. The CISR designation program includes 9 course offerings. You will need to pass 5 of the 9 courses to earn the CISR designation.

The CISR Courses are:
Commercial Casualty I Essentials of Legal Liability, Commercial General Liability, Additional Insureds
Commercial Casualty II Business Auto, Workers' Compensation, Excess Liability**
Commercial Property Commercial Property, Time Element, Commercial Inland Marine
Personal Auto Personal Auto
Personal Residential Homeowners
Personal Lines Miscellaneous Watercraft, Recreational Vehicles, Business Activities, Personal Umbrella/Excess
Agency Operations Agency Operations (Major Revision)
Life & Health Essentials Life & Health Concepts
Elements of Risk Management The Risk Management Process & Concepts
Some Common Questions  
Question: If I have already taken the Commercial Casualty (CISR IC) part of the 5 part series, what other topics can I take to complete the designation?
Answer: You may take either one of the casualty courses, Commercial Casualty I (CISR 1IC) or Commercial Casualty II (CISR 2IC).
Question: To follow up on the previous question, during the transition period when some people may have taken some of the 5 part series, can I take all 3 commercial casualty courses (CISR IC, 1IC and 2IC) to earn the designation?
Answer: No, only 2 of the 3 may be used (any combination of the 3) to earn the designation, for example, CISR IC + either CISR 1IC or CISR 2IC; or
Question: Are there any of the 9 courses that are mandatory to earn the designation?
Answer: None of the courses are mandatory. The participant may select any 5 of the 9 courses to earn the designation.

The CISR program is a practical program that stresses the understanding and analysis of risks and exposures. A student should have a basic knowledge of insurance.  The CISR program consists of 5 one-day courses that cover all phases of the CSR's daily work. They are as follows: Agency Operations, Commercial Casualty I, Commercial Casualty II, Commercial Property, Personal Auto, Personal Residential, Personal Lines Miscellaneous, Life & Health Essentials and Elements of Risk Management.
  • You must take 5 out of the 9 courses to earn your designation.
  • You may take the courses in any order. Each course is followed by a one-hour exam.
  • Anyone may attend the courses and receive the CEUs without taking the exam. However, if you wish to attain the designation, you must pass each of the 5 exams.
  • To earn the CISR designation you must successfully complete the program and pass the exams within three calendar years following the passage of the first exam.
CISR Elite
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
  • creates more value for your agency or company
For example, the CISR Elite designation would read as: Heather Kramer, CISR Elite

The state requires that all registrants attend a class in its entirety to receive continuing education credits (CEUs). Partial credit is not given for partial attendance. LATE ARRIVALS WILL NOT RECEIVE ANY CEUs.

$170.00/member $170.00/non-member

If you work for a Massachusetts employer and are a member of MAIA, you can apply for Massachusetts Workforce Training Funds to pay for your CISR designation.
Learn more...NOW!
CLASS TIME: 8:00 a.m. to 4:00 p.m.
EXAM: 4:00 p.m. to 5:00 p.m.
You do not need to take or pass the exam to receive CEUs.
The state requires that all registrants attend each course in its entirety to receive CEUs. Partial credit is not given for partial attendance and late arrivals will not receive any CEUs.

Photo ID: You must present a photo ID to the registrar at all program locations.

Cancellation/Refund Policy:
There will be a $55.00 penalty fee if we are not notified in advance of three (3) working days of the scheduled class. Failure to cancel will result in loss of full registration fee.

Late Registrant/Walk-in Fee: A $10 charge will be added to all walk-ins and registrations received within 24 hours of the class. Please call 48 hours in advance to ensure availability.

Online Opportunity. . .Attend our CISR courses in the classroom or go online -- the choice is yours! Anytime you have access to the Internet, class is in session. To find out how to take a CISR course online, please call 800-633-2165 or go to

Advanced Learning Experiences ...
William T. Hold Seminars
Open to the Public!

Registration Options

We've implemented a secure system for registration and now only accept credit cards for web registrations.


(508) 634-2930

Commercial Lines

Commercial Casualty I - CGL, Additional Insureds
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.

  • Essentials of Legal Liability
  • CGL Introduction
  • Commercial General Liability Coverage Parts
  • CGL Other Provisions
  • Additional Insureds

Finished for 2017 - Call Association Eduation at 1-800-742-6363 for future scheduling.

Commercial Casualty II - BAP, WC, Excess Liability
This course, like Commercial Casualty I, strengthens your ability to have productive, assured interactions with your commercial customers in the area of commercial casualty exposures and coverages. In this course the focus is the Business Auto Policy, the Workers Compensation Policy and Excess Liability Policies. You will improve your understanding in each of these areas.

  • Business Auto Exposures and Coverages
  • Workers Compensation & Employers Liability Insurance Policy
  • Commercial Umbrella and Excess Liability Policies

Finished for 2017 - Call Association Eduation at 1-800-742-6363 for future scheduling.

Commercial Property
Commercial property insurance is one of your business customers' greatest concerns. You'll improve your cross-selling abilities with up-to-date knowledge of commercial property coverage, and reduce E&O exposures. This course gives you the skills to address these issues with greater ease and confidence.

  • Fundamentals of Commercial Property Insurance
  • Building and Personal Property Coverage Form
  • Causes of Loss Forms
  • Basics of Time Element Insurance
  • Basics of Commercial Inland Marine Insurance

Finished for 2017 - Call Association Education at 1-800-742-6363 for future scheduling.

Personal Lines

Personal Auto
After taking this course, you will be able to assist your clients in identifying their exposures and more effectively advise them in the processes of analyzing, obtaining, and modifying their personal automobile policies.


  • Introduction to the Personal Auto Policy
  • Liability Coverages
  • Medical Payments Coverage
  • Uninsured/Underinsured Motorists Coverage
  • Coverage for Damage to Your Auto
  • Provisions

12/12/17 251211 CISR Personal Automobile Milford, MA 7
CEU Key:
S- Massachusetts CE credits applied for
V- CEUs Vary by State

Personal Residential
This course gives you the expertise you need to guide your customers through the often complex and confusing process of purchasing homeowners insurance - and help them make decisions that insure their most valuable assets.


  • Introduction to the Homeowners Policy
  • Homeowners Policy Section I
  • Homeowners Policy Section II
  • Tenants, Unit-Owners, and the Dwelling Policy

Finished for 2017 - Call Association Education at 1-800-742-6363 for future scheduling.

Personal Lines Miscellaneous
This course addresses the exposures created by watercraft, recreational vehicles, and business activities often encountered when working with personal lines clients. Prompting your client to identify these exposures is crucial, because the ISO Homeowners and ISO Personal Auto Programs provide only very limited coverage. You will be better able to design the appropriate coverage for these exposures. The course will also provide an analysis of the important coverage offered through personal umbrella or excess liability policies.


  • Watercraft Exposures & Coverages
  • Recreational Vehicles
  • Business Activities of Personal Lines Clients
  • Personal Umbrella/Excess Liability

Finished for 2017 - Call Association Education at 1-800-742-6363 for future scheduling.

Related Professional Topics

Agency Operations
This course helps make you an indispensable team player in any insurance agency. As you work with colleagues and customers, you will do so with enhanced self-assurance and a greater understanding of the dynamics within insurance organizations. Also, understanding how agencies operate is essential training for both insurance agency and company personnel.

  • Legal & Ethical Requirements
  • The Insurance Agency
  • The Insurance Industry and Marketplace
  • Communication
  • Agency Workflow
  • Account Management
  • Errors & Omissions

Finished for 2017 - Call Association Education at 1-800-742-6363 for future scheduling.

Life & Health Essentials
This course will help build a better understanding of what your clients need to know about life and health insurance. Explaining the benefits of having the proper life and health insurance is key to the financial wellbeing of your clients’ families and businesses. Be better prepared to answer questions about analyzing the need for and placement of life insurance. Health insurance includes a diverse assortment of policies, from medical expense coverage to vision care and dental coverage, plus a variety of delivery systems and health plans designed to manage the high cost of care.


  • Introduction to Life Insurance
  • Term Insurance
  • Permanent Life Insurance
  • Health Insurance Concepts
  • Consumer Driven Plans

Not Offered in 2017 - Call Association Education at 1-800-742-6363 for future scheduling.

Elements of Risk Management
Insurance professionals need training in the risk management process for two reasons.
First, insurance is an integral part of their client's overall risk management program. Second, services provided by carriers, agencies and brokerages are often significant items in the organization's cost of risk. In this eight-hour course we will cover each of the five powerful steps in this process, which protects not only the organization's assets, but also its mission and its brand.

Topics Include:
  • The Risk Management Process & Risk Terms
  • Risk Identification
  • Risk Analysis
  • Risk Control
  • Risk Finance
  • Risk Administration

Finished for 2017 - Call Association Education at 1-800-742-6363 for future scheduling.

Registration Form
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  Mail to MAIA or Fax to (508) 634-2929......Thank you for your business!