Trusted Risk Advisor

Let’s grow, protect and educate together!

Trusted Risk Advisor (TRA)

A symbol of professional excellence in consultative and diagnostic sales and enterprise risk management, the Trusted Risk Advisor (TRA) is reserved for agents and brokers who wish to advance their ability to deliver an enterprise risk management method through 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.

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

Questions about TRA?

The Trusted Risk Advisor program helps you in many ways. Learn about how to obtain your TRA, why its important, how to maintain your designation and much more. 

How do I obtain the TRA certification?

To earn the TRA certification, you must complete the four TRA sessions in an 18-month period.

How do I maintain the TRA certification?

Once the TRA is earned, the only requirement for maintaining the certification is to hold a current insurance license.

What course topic options are available with the TRA certification?

The four required courses are:

  • Session 1: Goodbye, Agent and Broker.  Hello, Trusted Risk Advisor™
  • Session 2: The Art and Science of Discovery…Leading to Strategy
  • Session 3: The Risk Advisor – Moving Away from the Transactional Sale
  • Session 4: Creating a Differentiated Customer Experience Journey through the TRA Process

It is recommended that the courses are taken in order from 1-4.

Are continuing education hours available when taking the TRA certification?
TRA 1 – Approved for 3 PC CO CE
TRA 2 – Approved for 4 PC CO CE
TRA 3 – Approved for 4 PC CO CE
TRA 4 – Approved for 3 PC CO CE
What does a typical class schedule look like?

Each course is one day and usually consists of the following;

Registration: 7:30am – 8:00am

Class: 8:00am – 5:00pm