Trusted Risk Advisor

Goodbye agent or broker… Hello Trusted Risk Advisor!

OIA is beyond excited to bring to you another tool that will help propel you forward in your insurance career: The Trusted Risk Advisor certification.

What is TRA?

The Trusted Risk Advisor™ certification is reserved for agents and brokers who wish to take their game to the next level…to 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.

To earn the TRA certification, you must take all four courses and adhere to the principals taught for rendering insurance brokerage services and business risk management services.

What are the 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.

How much time will this take?

Sessions One & Two will be held June 15th & 16th from 8am to 5pm in the OIA Office.

Sessions Three & Four will be held August 9th & 10th from 8am to 5pm in the OIA Office.

2022 In Person Sessions:

Check back later for in-person session!



Purchased Individually: $450 per Session

Purchased in Full: $1,600

Ready to Rock and Roll?

Register Here


Have more questions? Email Ashley Fitzsimmons at

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