TRA (Trusted Risk Advisor) Program


What Is TRA?

Goodbye agent or broker... Hello Trusted Risk Advisor!
The Trusted Risk Advisor Certification is reserved for agents and brokers who wish to take their game to the next reap the rewards that only enhanced credibility, trust and perception can bring.
A symbol of professional excellence in consultative and diagnostic sales and enterprise risk management, the Trusted Risk Advisor (TRA) is reserved for agents & brokers who wish to advance their ability to deliver an enterprise risk management (ERM) method 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. 
Contact the IIANC Education Department at or 888-275-8907 with questions.

Benefits of the TRA Certification

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 market conditions. The TRA mark demonstrates that you are skilled at reducing claim frequency and severity. 

TRA Course Information

Please note: to earn this certification, agents and brokers must complete all four sessions entirely. CE can be earned for each session for NC licensed agents and brokers. To earn CE you must be present for all live instruction components of each seminar.
Four Courses:
Course #1: Goodbye, Agent and Broker. Hello, Trusted Risk Advisor
Course #2: The Art and Science of Discovery... Leading to Strategy
Course #3: The Risk Advisor... Moving Away from the Transactional Sales
Course #4: Creating a Differentiated Customer Experience Journey Through the TRA Process
Upcoming 2021 Course Dates and Registration Links:

Course #1: September 22, 2021
Course #2: September 23, 2021
Course #3: November 17, 2021
Course #4: November 18, 2021
Or click here to register for the entire series (at a discount!)

In-person at the IIANC Classroom (Cary, NC)
Registration Fee:
Register for the entire series (all four sessions): Only $1,600.00 for IIANC Members  |  $1,750 for Non-Members
IIANC Member Price: $450.00  |  Non-Member Price: $500.00
(fee is priced per session)

Need to Make a Change to a Class?

You can submit a cancellation or transfer request for an already-scheduled class here.

Congratulations to Our 2019 TRA Graduates!

Landon Bentham
Callahan & Rice Insurance Group, Inc.
Fayetteville, NC 
     Kyle Fera
Callahan & Rice Insurance Group, Inc.
Fayetteville, NC 
      Patrick Laney
Catawba Insurance Agency, LLC
Catawba, NC 
Ashton Gaines
Litaker Insurance
Charlotte, NC
  Julie Ross, CIC, CISR
G.R. Little Agency, Inc.
Kitty Hawk, NC
  Margaret Caldwell
G.R. Little Agency, Inc.
Kitty Hawk, NC

LuAnn Wooters, CISR, AAI, AAI-M
Cary, NC
  Rebecca Shigley, CIC, FLMI, AIE
Cary, NC 
  Andy Cote
Jason Herman Insurance Agency, LLC
Conover, NC
Cayla Miller
Jason Herman Insurance Agency, LLC
Conover, NC
  Kimberly Rhodes, CISR
Joel T. Cheatham, Inc.
Henderson, NC
  Robert Stack
Kevin Brewer & Associates, Inc.
Waxhaw, NC
Bruce Murray, Jr, CIC, MBA
People's United Insurance Agency
Hartford, NC
  Katherine Hall, CIC, AAI, AIS
Rakestraw Insurance Center, Inc.
Madison, NC
  Tyler Wier
Risk Managers, Inc
Ayden, NC
Lisa Cunningham
Scott Insurance
Raleigh, NC
  Jason Chapman, CIC, CISR, CRM, MWCA
Twin City Insurance Agency, Inc.
Newton, NC
  Lesa Williams, CIC, CPCU, CRIS, CRM
Twin City Insurance Agency, Inc.
Newton, NC
Ralph Whitehurst, Jr, CIC, AAI, CWCA
Whitehurst Strategic Partners
Wake Forest, NC