Trusted Risk Advisor

The Trusted Risk Advisor™ certification is designed for agents and brokers aspiring to elevate their performance, unlocking the benefits that enhanced credibility, trust, and perception can deliver.



About the Certification Program

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.

The TRA certification is currently offered through the following sponsoring insurance carriers and state associations:










If you are interested in providing the Trusted Risk Advisor program to your members or agents, please contact Carolyn Smith.