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Upcoming Education & Events

Education and In-person Events

Our robust education program provides you with opportunities to stay up-to-date with the latest industry trends and techniques. We also understand that sometimes you need to get from behind your computer to network with others, so we offer in-person opportunities to connect throughout the year. We constantly add new courses, webinars, and events to our offerings to help you expand your knowledge and improve your skills. 

Filter by webinars, CE, or CPIA courses with the links on the right. Be sure to regularly check the calendar below to see what's going on! 

 

 

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:

TRA 1: Sept. 15-26, Sept. 30 finale at 12 noon ET
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 2: Oct. 13-23, Oct. 28 finale at 12 noon ET
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 3: Nov. 10-25, Nov. 21 finale at 12 noon ET (but program will close on Nov. 25)
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 4: Dec. 1-12, Dec. 16 finale at 12 noon ET
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!
TRA Course Information
The courses must be taken in order from 1-4.
  • To earn the TRA certification, you must complete the four TRA sessions in 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.
If you are registering four or more people use code: TRAFOUR23 for 5% off.

Register


Want to learn more about the TRA certification? Click here.