Trusted Risk Advisor
Take your credibility to the next level
The Trusted Risk Advisor™ Certification Program from Beyond Insurance gives agents and brokers an enterprise risk management skill-set through a logical, disciplined, and results-oriented framework. While participating agents and brokers may enter the program with a proven track record of success, the TRA empowers them to sharpen arrows in their quiver, confirm that they have a "growth mindset", and consider additional tools and tactics to significantly improve performance.
- Immersive, cohort-based microlearning modules facilitated by subject experts
- Collaborate with peers, experts, and coaches in an online environment
- Earn the Trusted Risk Advisor™ designation in four months—no tests or annual update
Trusted Risk Advisor Course Information
The Trusted Risk Advisor™ Certification is comprised of four online courses, which range from 30-45 minutes per day and participate in the finale of each module via webinar. To earn the TRA certification, you must complete the TRA 1 - 4 modules in order and complete the series within an 18-month period.
- Once the TRA is earned, the only requirement for maintaining the certification is to hold a current insurance license.
- Please note: to earn this certification, agents and brokers must complete all four sessions entirely.
- And all of this is at a discounted rate, courtesy of your PIA membership. $1,000 for Western Alliance members, $1300 for non members for all modules and Finale.
Want more details about the program? Download the brochure or watch our video.
LEARN MORE ABOUT EACH MODULE AND THE BENEFITS OF BECOMING A TRUSTED RISK ADVISOR
TRA 1- Discover Your Why…Your Purpose for Existence
- Your Path to Trusted Risk Advisor Status
- Differentiation, Commoditization, and the Traps
- Developing a Unique Message – Your TRA Value Proposition
- Risk, Risk Management, and the TRA Decision Matrix
- The I³ System
- The Five Stages in the Initial Prospect Interview
- Walk Away Power
- The Employee Interview…a Strategy to Position You as the Undercover Boss!
- Case Study: Hospitality Industry
- The TRA Prospect Trigger…Emotion
- Active Listening
- The Prospect Qualification Filter
- The Underwriter’s Response to the TRA Process
- The Art of Negotiation
- Prospect Research Evaluation Program (PREP)
- Filling the Prospect Pipeline
- The World of the CFO
- The Customer Experience Journey
- Monitoring Risk and Risk Management within the TRA Framework
- Building Relationships that Last
- Creativity and Innovation…the One-Two Punch of the TRA
- The Art of Goal-Setting
- Living Each Day as a Servant Leader!
- You’ll garner a distinguished brand and competitive advantage through formal training in consultative, diagnostic sales and risk-advisory skills from top-tier coaches.
- Certification gives you established credibility to identify, analyze, and mitigate risks and exposures on your clients’ behalves successfully.
- Your clients will trust you to reduce the frequency and severity of claims—regardless of market conditions.
- Use of the Trusted Risk Advisor™ mark—articulate that you are skilled at reducing claim frequency and severity.
2026 TRA Designation Series
| TRA 1: | September 14 - 29 | finale on September 29 |
| TRA 2: | October 5-20 | finale on October 20 |
| TRA 3: | October 26 - November 10 | finale on November 10 |
| TRA 4: | November 16 - December 3 | finale on December 3 |
Series Fees: $1,000 PIA member | $1300 non member