Insuring Personal Auto Exposures
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. Topics: Introduction to the Personal Auto Policy; Liability Coverages; Medical Payments Coverage; Uninsured/Underinsured Motorists Coverage; Coverage for Damage to Your Auto, and; Provisions.
Insuring Personal Residential Property
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. Topics: Introduction to the Homeowners Policy; Homeowners Policy Section I; Homeowners Policy Section II; Tenants, Unit-Owners, and the Dwelling Policy.
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. Topics: Introduction to Life Insurance; Term Insurance; Permanent Life Insurance; Health Insurance Concepts; Regulation, and; Consumer Driven Plans.
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. Topics: Watercraft Exposures & Coverages; Recreational Vehicles; Business Activities of Personal Lines Clients, and; Personal Umbrella/Excess Liability.
It is recommended that students take CISR Personal Residential, or have a working knowledge of the Homeowners Policy Form prior to taking CISR Personal Lines Miscellaneous.
William T Hold (WTH)
As part of the Founders Series, these innovative one-day courses are special advanced learning and update opportunities for insurance and risk management professionals. The agenda is created from more than 40 topics, ranging from personal lines to commercial lines to life and health to risk management. You will explore topics that were either briefly covered or not covered at all in the five core CISR courses. For example, selected topics could include garage insurance, certificates of insurance, or rental cars. For specific topic information, consult the seminar agendas on the schedule page. WTH Seminars provide excellent workbook materials and informal Q&A with the faculty -- experienced insurance industry professionals. WTH is open to all insurance professionals regardless of affiliation or professional designation.
You do not need to be a dues paying member of The National Alliance to receive the CISR update credit for these programs, however, WTH programs do not qualify towards earning the CISR designation. Programs provide CE credit. There is no test for WTH.