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 level...to 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 firstname.lastname@example.org 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.
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
2024 TRA Series Course Dates:
March 6, 2024, March 7, 2024, May 1, 2024 & May 2, 2024
Hybrid - Attend from the IIANC office or from the comfort of your own home or office!
Register for the entire series (all four sessions): $1,600 (Member) $2,000 (Non-Member)