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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
2022 TRA Series Course Dates:

Course #1: June 21, 2022
Course #2: June 22, 2022
Course #3: August 16, 2022
Course #4: August 17, 2022


You can also register for Courses #1 and #2 only. The cost is $900/members ($450/session) or $1,000/non-members ($500/session). 

Register here for Courses #1 and #2 only.

In-person at the IIANC Classroom (Cary, NC)
Registration Fee:
Register for the entire series (all four sessions): Only $1,600 for IIANC Members  |  $1,750 for Non-Members
Need to Make a Change to a Class?
You can submit a cancellation or transfer request for an already-scheduled class here.