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Trusted Risk Advisor Certification Program

September 16, 2024 - December 17, 2024

Description

This program is designed for seasoned and successful agents and brokers who want to take their game to the next level ─ to reap the rewards that only credibility, trust, and enhanced perception can bring. Although at least two years of industry experience is recommended, consideration will be given to professional experience outside the industry.

To earn the certification, you must complete all four sessions of the Trusted Risk Advisor™ program in order. Agents who complete the Trusted Risk Advisor™ program are granted a lifetime certification.

The collaborative, digital learning platform will empower you to master the methods of thinking like a risk advisor in just 30-45 minutes a day over one week. 

  • Access the course anywhere, any time on any device. 
  • Interact online with a community of peers and experts in robust discussion groups. 
  • Enhance your learning through expert videos, case studies, articles, and thought-provoking exercises.
  • To earn the TRA certification, you must complete the four TRA sessions in 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.

Want more details about the program? Download the brochure or watch our video.

Approved for 4 OGI CE in VA (the live review portion only).
The courses must be taken in order from 1-4.

  1.  Track 1 - Course #227068 (1 OGI)     Online material available Sept 16-20; live review Oct 1.
  2.  Track 2 - Course #227069 (1 OGI)     Online material available Oct 15-21; live review Oct 29.
  3.  Track 3 - Course #227070 (1 OGI)     Online material available Nov 12-18; live review Nov 25.
  4.  Track 4 - Course #227071 (1 OGI)     Online material available Dec 2-6; live review Dec 17.

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!

Key Benefits of the TRA Program

  • 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. The TRA mark demonstrates that you are skilled at reducing claim frequency and severity.

Time

4 Tracks Total 30-45 minutes a day over one week (online self-paced) with a 1 hour live review session following each track.  See the course scheduled for exact dates and times.

Pricing

Member - $1,000
Non-Member - $1,300

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Contact Information

Name: Charletta Jones
Phone: (804) 486-4221
Email: charletta@piavadc.com
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