Trusted Risk Advisor™ Certification Program
Take your credibility to the next level
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:
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.
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.
Feb 17-28, with a webinar on March 4 at 12 pm ET
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
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!
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.
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.