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Trusted Risk Advisor Certification

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.
  • 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 four months-no tests or annual update
And all of this is at a discounted rate, courtesy of your PIA membership. The Trusted Risk Advisor™ Certification is comprised of four online courses, which range from 30-45 minutes per day.



Trusted Risk Advisor (TRA) 4-session certification program in 2024:

Spring 2024
  • TRA 1: Jan. 22-26 with finale on February 6
  • TRA 2: Feb. 26-Mar. 1 with finale on March 8
  • TRA 3: April 1-5 with finale on April 12
  • TRA 4: May 20-24 with finale on June 4

Fall 2024
  • TRA 1: Sept. 16-20 with finale on Sept. 27
  • TRA 2: Oct. 15-21 (Tue. Thru Monday due to National Indigenous People’s holiday)
    with finale on Oct. 25
  • TRA 3: Nov. 12-18 (Tue. Thru Monday due to Veterans Day) with finale on Nov. 22
  • TRA 4: Dec. 2-6 with finale on Dec. 13

TRA Course 1
TRA Course 2
TRA Course 3
TRA Course 4
Goodbye, Agent and Broker. Hello, Trusted Risk Advisor
  • Discover Your Why… Your Purpose of Existence
  • Your Path to Trusted Risk Advisor Status
  • Differentiation, Commonditization, and the Traps
  • Developing a Unique Message &emdash; Your TRA Value Proposition
  • Risk, Risk Management, and the TRA Decision Matrix




The Benefits:
  • You will 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.


To earn the TRA Certification, you must complete the four TRA sessions in an 18-month period. The courses must be taken in order from 1-4.
  • 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.


Click Here to Register







Thanks to Our 2024 PIA Partners:
AFCO Bluefire Insurance CRC Group Gulf States Insurance Co.
LRA Workers' Comp National General, an Allstate company Stonetrust Insurance
Professional Insurance Agents of Louisiana
4021 W. E. Heck Ct., Building K • Baton Rouge, Louisiana 70816
(800) 349-3434 • (225) 766-7770 • (225) 766-1601 (fax)