Trusted Risk Advisor™ Certification Program ​


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. 

The format:
  • 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 as little as four months—no tests or annual update

To earn the TRA certification, you must complete the TRA 1-4 sessions in order within 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. The certification is comprised of online courses, which range from 30-45 minutes per day. 
2025 TRA Courses: 
September 15-26, with a webinar on September 30  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
October 13-23, with a webinar on October 28 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
November 10-25, with webinar on November 21 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
December 1-12, with webinar on December 16 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!
The benefits:
  • You’ll garner a distinguished brand and competitive advantage through formal training in consultative, diagnostic sales and risk-advisory skills from top-tier coaches.
  • Certification gives you established credibility to identify, analyze, and mitigate risks and exposures on your clients’ behalves successfully.
  • Your clients will trust you to reduce the frequency and severity of claims—regardless of market conditions.
  • Use of the Trusted Risk Advisor™ mark—articulate that you are skilled at reducing claim frequency and severity.
Want more details about the program? Download our brochure or watch our video.

​And all of this is at a discounted rate, courtesy of your PIA membership! 
  • Registration for the entire series is $1,000 for PIA members/$1,300 for nonmembers. 
  • PIA Members-make sure to log-in at the top of the screen to receive your discount on registration for being a Member! 
  • If you are registering four or more people, use code: TRAFOUR23 for 5% off.

​​Questions? Want to register over the phone?
Contact Keith at (317) 899-9192 or [email protected]