Trusted Risk Advisor Certification (TRA 1-4) Spring 2024

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.

Register


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