CISR Agency Operations case studies
CISR Agency Operations · Put your knowledge to work in context.
CISR Agency Operations is one module of the Certified Insurance Service Representative (CISR) designation offered by the Risk & Insurance Education Alliance, an independent education body that has been creating committed risk and insurance professionals through practical education for more than 50 years. The Alliance describes the CISR program as helping service staff build confidence and consistency in client service by mastering coverage analysis and daily account-management tasks. The CISR Agency Operations case studies are 5 cases and about 3,598 words.
1The Certificate the Contract Demands but the Policy Does Not Provide
Your agency insures Ridgeline Mechanical, a mechanical subcontractor with 2.4 million in annual revenue. The general contractor on a new hospital project requires, before the subcontract is signed tomorrow at 9 a.m., a certificate of insurance naming the GC and the project owner as additional insureds for ongoing and completed operations, with primary and noncontributory wording, a waiver of subrogation, and 30 days' notice of cancellation.
819 words, about 4 min2The Premium Check That Paid Payroll Instead of the Carrier
The agency's premium trust account holds 12,400 on the morning of Thursday, June 12. A carrier EFT of 21,300 for Kessler Fabrication's commercial package is scheduled to debit Friday.
711 words, about 4 min3Binding Into a Named-Storm Moratorium
It is Friday at 4:40 p.m. A named storm is forecast to make landfall in 72 hours.
685 words, about 3 min4A March Stain Reported in August: Late Notice and the Missing Note
On August 4, an insured calls to report mold discovered behind the drywall in a rental property. He says he first noticed a brown stain in the upstairs hallway 'around March' and mentioned it to the agency when he called to add a vehicle.
689 words, about 3 min5The Subpoena for a Burned House File
A subpoena duces tecum is served on the agency by a process server at 4:55 p.m. It demands 'the complete insurance file, including all applications, inspection reports, photographs, correspondence, notes, and internal communications' for a former personal lines client, Harold Simms, whose home burned in 2023.
694 words, about 3 min