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?

Using an online collaborative learning system, you will master the methods of thinking like a risk manager in just 45 minutes a day over one week during your session.

  • Participate anywhere, anytime during the session week on any device—on your desktop computer or laptop, tablet or mobile phone.
  • Interact online with your class — a designated peer group and a community of experts.
  • Actively engage through industry expert videos, case studies, articles, and thought-provoking exercises with robust online discussion groups.

2021 Online Sessions:


March 15th – 19th
Session One – Goodbye, Agent and Broker. Hello, Trusted Risk Advisor


April 12th – 16th
Session Two – The Art and Science of Discovery… Leading to Strategy


May 10th – 14th
Session Three – The Risk Advisor… Moving Away from the Transactional Sales


June 7th – 11th
Session Four – Creating a Differentiated Customer Experience Journey




Purchased Individually: $350 per Session

Purchased in Full: $1,300

Ready to Rock and Roll?

Register Here


Have more questions? Email Ashley Fitzsimmons at

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