Trusted Risk Advisor Certification Program

Registration for the entire series is $1,000 for Members / $1,300 for Non-members. PIATX Members, make sure to log-in at the top of the screen to receive your discount on registration for being a Member! If you are registering four or more people, use code: TRAFOUR23 for 5% off.

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

And all of this is at a discounted rate, courtesy of your PIA membership. The Trusted Risk Advisor™ Certification is comprised of four online courses, which range from 30-45 minutes per day:

The next TRA designation series begins:

TRA 1: January 20-31 with finale on Tue, February 4
TRA 2: February 17-28 with finale on Tue, March 4
TRA 3: March 17-28 with finale on Tue, April 1
TRA 4: April 21-May 2 with finale on Tue, May 6

Members - $1,000
Non-members - $1,300

The next Fall 2024 TRA designation series begins:

TRA 1: September 15-26 with finale on Tue, September 30
TRA 2: October 13-23 with finale on Tue, October 28
TRA 3: November 10-25 with finale on Fri, November 21
TRA 4: December 1-12 with finale on Tue, December 16

Members - $1,000
Non-members - $1,300

TRA Course #1: Goodbye, Agent and Broker. Hello, Trusted Risk Advisor

  • 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

TRA Course #2: The Art and Science of Discovery... Leading to Strategy

  • 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

TRA Course #3: The Risk Advisor... Moving Away from the Transactional Sales

  • 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

TRA Course #4: Creating a Differentiated Customer Experience Journey Through the TRA Process

  • 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!

The Benefits

  • 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.

TRA Course Information

To earn the TRA certification, you must complete the four TRA sessions in an 18-month period. The courses must be taken in order from 1-4.

  • 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.

Want more details about the program? Download the brochure or watch our video below.