Certified Insurance Service Representative (CISR)

Class Info Sheets

Class Descriptions

2026 Class Schedule and Locations

Class Info Sheets

Certified Insurance Service Representative (CISR)

The CISR designation is a nationally recognized education program designed for insurance professionals focused on account management, customer service and practical risk knowledge.

Nationally Recognized Designation 9 Practical Courses CE Included
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About the CISR Designation: The Certified Insurance Service Representative designation empowers outstanding individuals to provide exceptional account management and customer service.

This nationally recognized education program is designed for customer service representatives and includes nine practical courses focused on minimizing E&O claims and understanding the analysis of risks and exposures.

Some working knowledge of the applicable policies is required.

Class Info Sheets

Class Descriptions

Review CISR class descriptions and course details before registering.

View Class Descriptions

Schedule and Locations

View the current CISR schedule and class locations.

View Schedule and Locations

In the Spotlight

Hybrid class options

Hybrid Classes Provide In-Person and Virtual Attendance Options

Big I Michigan is pleased to offer two options for attending the same class: in-person or virtual.

To register for the option that works best for you, look for LIVE or WEBINAR in the program names on the class calendar. Both options qualify for CE when provided.

Hybrid option available for classes taking place at Big I Michigan headquarters.

In-Person Program Details

  • Registration Fee: $195 per module, CE included
  • Registration Closes: 2 days prior to class
  • Registration: 7:30 AM
  • Class: 8:00 AM - 5:15 PM
  • If Not Taking Exam: Class ends at 4:00 PM

Virtual Program Details

  • Registration Fee: $195 per module, CE included
  • Login Time: 7:30 AM, 30 minutes prior to class
  • Class Begins: 8:00 AM - 5:15 PM
  • Polling Questions: Attendees must complete all polling questions during class
  • If Not Taking Exam: Class ends at 4:00 PM
Cancellation Policy: For in-person classes, registrants who cancel will receive a 25% refund. No refunds will be given to those who attend part of a program or who are no-shows. If you do not cancel and do not attend, you will be considered a no-show and your registration fee will not be refunded or transferred to another class. For virtual programs, please contact Big I Michigan prior to the class if you need to cancel.

About the Exam

Online CISR exam

The CISR exam window begins at 4:15 PM the day of class and runs through Thursday at 11:59 PM CST the week following class.

The instructor or onsite coordinator will stay and proctor for those attending an in-person classroom course who would like to take the online exam the same day.

Participants who plan to take the exam onsite must bring their own electronic device. Equipment is not provided. The exam is approximately 4:15 PM to 5:15 PM, and a picture ID is required.

For urgent exam issues, such as not being able to access your exam, contact examhelp@scic.com.

CE Credits

  • Agency Operations: In-person course approved for 7 hours P/C CE credits, or 5 hours + 1 Ethics. Course Code: 81668
  • Commercial Casualty I: In-person course approved for 7 hours P/C CE credits. Course Code: 81734
  • Commercial Casualty II: In-person course approved for 7 hours P/C CE credits. Course Code: 81735
  • Elements of Risk Management: In-person course approved for 7 hours P/C CE credits. Course Code: 81445
  • Elements of Risk Management: Virtual course approved for 7 hours ANY CE credits
  • Insuring Commercial Property: In-person course approved for 7 hours P/C CE credits. Course Code: 81736
  • Insuring Personal Auto Exposures: In-person course approved for 7 hours P/C CE credits. Course Code: 81183
  • Insuring Personal Residential Property: In-person course approved for 7 hours P/C CE credits. Course Code: 81739
  • Life & Health Essentials: In-person course approved for 7 hours L/H CE credits. Course Code: 81011
  • Personal Lines – Miscellaneous: In-person course approved for 7 hours P/C CE credits. Course Code: 81669
  • William T. Hold (WTH): Satisfies the annual CISR credit. In-person course approved for 7 hours P/C CE credits. Course Codes: 81988 and 85285

Earning the Designation

To earn the CISR designation, you must complete five courses and successfully pass the examination that follows each course within three calendar years following the year in which you pass your first exam.

To keep the designation, you must update each year with additional continuing education.

Designation Status

Visit The National Alliance website to look up the status of your designation.

Need a CIC/CISR deadline extension? Contact The National Alliance at (800) 633-2165.

Check Designation Status

Module Descriptions

Review all CISR module descriptions through The National Alliance.

View Module Descriptions

Hotel Reservations

For hotel reservations, please call the hotel directly. Hotel information is listed below by class location.

Hotel Information

  • Ann Arbor: Kensington Court, 3500 State St., (734) 761-7800
  • Frankenmuth: Bavarian Inn Lodge, 1 Covered Bridge Lane, (989) 652-7200
  • Gaylord: Class held at The University Center, 80 Livingston Blvd., (800) 705-3031
  • Gaylord: Hampton Inn, 230 Dickerson Road, (989) 731-4000
  • Grand Rapids: DoubleTree by Hilton Grand Rapids Airport, 4747 28th Street SE, (866) 460-7456
  • Lansing: Hilton Garden Inn, 633 N Canal Rd., (517) 999-9930
  • Marquette: Class held at VAST, 300 S Front St., Marquette, MI 49855, (906) 228-7500
  • Marquette: Holiday Inn of Marquette, 1951 US 41 West, Marquette, MI 49855, (906) 225-1351
  • Troy: Somerset Inn, 2601 West Big Beaver Road, (248) 643-7800
Accommodations: In accordance with Title III of the Americans with Disabilities Act, registrants are invited to share any accommodation requests as far in advance as possible. For assistance, contact Big I Michigan at (800) 589-6501 or info@michagent.org.
National Alliance Information: The National Alliance for Insurance Education & Research is registered with the National Association of State Boards of Accountancy as a sponsor of continuing professional education on the National Registry of CPE Sponsors. Advanced Curriculum Rating = 20 CPE Credits. For more information, visit www.nasba.org.

Classes & Events