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 the certification, agents must complete all four, 8-hour classroom sessions within 18 months. Sessions can be completed in any order.
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
Course Dates and Registration Links:
February 25, 2020: Course #1 (3 hours of CE - NC only)
May 19, 2020: Course #2 (4 hours of CE - NC only)
August 18, 2020: Course #3 (4 hours of CE - NC only)
December 1, 2020: Course #4 (4 hours of CE - NC only)
IIANC Office: 101 Weston Oaks Ct., Cary, NC 27513 
Registration Fee:
IIANC Member Price: $500.00  |  Non-Member Price: $750.00
(fee is priced per session)