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CE Courses

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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:

Jan 20-31, with webinar on Feb 4  at 12 pm 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
Feb 17-28, with webinar on Mar. 4 at 12 pm 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
March 17-28, with webinar on April 1 at 12 pm ET
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
April 12-May 2, with webinar on May 6 at 12 pm 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.

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