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Certified Insurance Service Representative

CISR_Logo_SM.gif The CISR program stresses the understanding and analysis of risks and exposures. Designed for producers, CSR's, account executives and other insurance professionals, the CISR program fills the need for quality insurance education and training.

Each course is one day of instruction followed by an optional examination (no exam required for CE credit). The successful completion of five of the nine course examinations earns the CISR designation. You have three years from the end of the year you pass your first exam to complete your CISR designation.

Download CISR Information Sheet along with Course Descriptions

To maintain the designation, particpants must annually attend at least one program sanctioned by The National Alliance for Insurance Education & Research. No testing is required to maintain the designation.

Live In-Person Courses
7:30 AM Registration
8:00 AM - 4:15 PM

Live Webinar Seminar
7:30 AM - Log into the webinar early*
8:00am-12:00pm - Morning Session
12:00pm-1:00pm - Lunch Break
1:00pm-4:00pm - Afternoon Session**
4:00-4:30pm - Q&A session for individuals earning the designation
4:30pm - Webinar concludes

* Logging in early to the webinar allows time for troubleshooting if necessary. For connection issues, please contact  763-235-6478 or
** If you are not earning the designation and are attending only for CE and/or designation update credit, you may leave the webinar when the outline discussion concludes at 4:00 p.m.

Credits:  7 Minnesota CE Credits  (for all other states go to

Cost:     $190.00 for CISR Seminars

Cancellation Policy: Full refund or transfer will be granted if request is received in writing within 7 days prior to the seminar.  Requests received after that date will incur a $35.00 fee.    No refund/transfer will be granted for no shows.



As a CISR, you already know the value of an ongoing commitment to professionalism. To earn CISR Elite status, you must attend and pass all nine CISR courses. You already keep your education up-to-date by meeting your annual update requirement. Why not earn CISR Elite status in the process? You get an additional three years to complete your CISR Elite status.



Once you attain the CISR designation and experience the career fulfillment that comes along with it, you will want to make sure your knowledge and expertise stay up to date. A commitment to annual continuing education makes that possible.

To maintain the CISR designation, you are required to complete one of the following skills-enriching courses every year:

  • Any CISR course
  • William T Hold seminar
  • Dynamics of Service seminar
  • CIC Institute**(updates CISR for 2 years)

Consult your PROfile for your update deadline.

CISR Webinar Seminars

These live webinars function just like a virtual classroom, and they are NOT the same as the self-paced online CISR courses offered by the National Alliance. You will:

  • See the instructor in real time 
  • See speaker presentations
  • Participate in Q&A sessions
  • Be in class all day with regular breaks and an hour for lunch
  • Participate from the comfort and convenience of your home or office

Registration is required. We will send you a confirmation email that includes course materials and a link to view  webinar with technical specs and support line. You can print the course materials or view them on your computer, laptop, or tablet.

Info for Live CISR Zoom Webinars.pdf

How do I access a CISR Live Webinar?

Registration is required for webinars. After you register, Big I MN will send you a confirmation email that includes course materials and a live link to the webinar. You can print the course materials or view them from your computer, laptop, or tablet.

What is the course agenda?  Random attendance checks occur each hour of the presentation.

What technology do I need to take a webinar?

  • A desktop computer, laptop, or tablet
  • Internet connection
  • Speakers or audio on your device
    • There is not a phone connection for these webinars; audio streams through the computer

Do I need to attend the entire webinar?

To earn continuing education credits and/or designation update credits, you must be in FULL ATTENDANCE of the webinar. Random attendance checks occur each hour of the presentation.  You must reply to all attendance polls to earn the 7 credits, there is NO partial credit.

PROfile displays all of your National Alliance professional education information including: Alliance member #, when your next update is due, membership dues status, CE certificate, course history, new program offerings, contact and logon information, and suggested reading materials. Please note that it will take 4-6 weeks for your attendance to be reflected on your PROfile.


Introducing a New Registration Portal! 

Click Here to Activitate your New Account

CISR Schedule

Register through our NEW registration portal. Everyone must activate their NEW account by setting up a user name and password.

Amy Rau
Director of Education & Events

Do I need to take an exam?

If you are attending the CISR Seminar to earn the CISR or CISR Elite designation, you must take and pass the exam.

If you are attending the CISR Seminar only for CE credit or for your CISR designation annual update credit, you DO NOT need to take the exam. Your attendance is validated by the attendance polls, and an exam is not required.

How do I take the CISR exam?

Final-Exam.jpg For additional help please email:

The CISR exam window will be 4:15 PM the day of the class through Thursday at 11:59 PM CST the week following the class.  Those who would like to stay and take the exam will need to bring with them their own electronic devices to be able to test otherwise they take it at home with their own approved proctor.  

Do I need a proctor for the exam?

Yes, the exam must be proctored, meaning someone must see you take the test and confirm that you did not use any course materials or notes to take the test.   All exam-takers will need a disinterested third-party to proctor them.  More information can be found at .

If you don't have anyone at home to proctor your exam you can contact MIIAB for proctor availability. 

When do I get my results?

You results will be posted to your National Alliance My Profile Page 1-2 weeks after your exam is taken.  You login to your myprofile page