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Trusted Risk Advisor (TRA) Certification Program

September 14, 2026 - December 3, 2026

Description

This program is designed for seasoned and successful agents and brokers who want to take their game to the next level ─ to reap the rewards that only credibility, trust, and enhanced perception can bring. Although at least two years of industry experience is recommended, consideration will be given to professional experience outside the industry.

To earn the certification, you must complete all four sessions of the Trusted Risk Advisor™ program in order. Agents who complete the Trusted Risk Advisor™ program are granted a lifetime certification.

The collaborative, digital learning platform will empower you to master the methods of thinking like a risk advisor in just 30-45 minutes a day over two weeks. 

  • Access the course anywhere, any time on any device. 
  • Interact online with a community of peers and experts in robust discussion groups. 
  • Enhance your learning through expert videos, case studies, articles, and thought-provoking exercises.

Want more details about the program? Download the Trusted Risk Advisor brochure.

Approved for 29 General CE in Arkansas.

The courses must be taken in order from 1-4.

  • TRA 1: Sept. 14-29, finale Sept. 29, 12 noon ET
  • TRA 2: Oct. 5-20, finale Oct. 20, 12 noon ET
  • TRA 3: Oct. 26-Nov. 10, finale Nov. 10, 12 noon ET
  • TRA 4: Nov. 16-Dec. 3, finale Dec. 3 (Thurs., due to Thanksgiving), 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

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

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

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!

Key Benefits of the TRA Program

  • Competitive Advantage - Formal training in consultative, diagnostic sales and risk advisory skills gives you a distinguished brand and competitive advantage in the marketplace.
  • Certification - Demonstrates that you have the risk advisory knowledge, skills, tools and process needed to successfully identify, analyze, and mitigate risks and exposures on your client's behalf.
  • Performance - Trusted Risk Advisors build high-trust client relationships that are strong and enduring, regardless of the market. The TRA mark demonstrates that you are skilled at reducing claim frequency and severity.

Time

4 Sessions (Runs from 09/14/2026 - 12/03/2026)

Each session is a 30-45 minute a day over two weeks (online self-paced) with a 1-hour live review after each session.

Pricing

Member - $1,000
Non-Member - $1,300

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