Trusted Risk Advisor: Sessions 1 & 2 ONLY


IIANC Classroom/Online, Cary, NC  
Thursday, May 16, 2024 - Friday, May 17, 2024   iCalendar Eastern Standard Time

***These courses are Hybrid courses.  During the registration process, please select if you will be attending in person or virutally. 
***If you are registered as a virtual attendee, a registration link will be sent to you IIANC, 1-2 business days before the series begins.  Please be sure to check your spam mail if you do not see the email in your inbox.

 

Trusted Risk Advisor: Sessions 1 & 2 
***This is registration is for Session 1 & 2 ONLY!! IIANC does not offer each session individually.  If you would like to register for the entire series at a discounted rate, please register please do so on the TRA Series registration page.***

Session 1:  Goodbye, Agent and Broker.  Hello, Trusted Risk Advisor

Tired of the transactional selling process?  Join industry expert Scott Addis for the first session of this four-part series to become a Risk Consultant and Strategist for your clients! 

In this first session you will...

  • Discover your WHY... Your purpose for existence
  • Find your path to Trusted Risk Advisor (TRA) status
  • Learn Differentiation, Commoditization, and the Traps
  • Develop a unique message - Your TRA value proposition
  • Understand Risk, Risk Management, and the TRA Decision Matrix
  • Learn the Trusted Risk Advisor process
  • Better understand the power of first impressions

 

Session 2: The Art and Science of Discovery... Leading to Strategy 

Tired of the transactional selling process? Join industry expert Scott Addis for the second session of this four-part series to become a Risk Consultant and Strategist for your clients. 

In this session you will learn...

  • 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!
  • The TRA prospect trigger...emotion
  • Active listening
  • The prospect qualification filter

 
Click here to learn more about the program.

**To earn the certification, agents must complete all four, 8-hour sessions within 18 months. These sessions can be taken in any order. **


Date:    Session 1 - Goodbye, Agent and Broker.  Hello, Trusted Risk Advisor
             Thursday, May 16, 2024
             CE - 3 hrs. NC only

             Session 2 - The Art and Science of Discovery... Leading to Strategy
             Friday, May 17, 2024
             CE - 4 hrs. NC only

Time:    8:30 AM - 4:00 PM (Lunch will be included)
Cost:    $1,000 Member / $1,200 Non-Member  ($500 per session for Members/ $600 per session for Non-Members)


**Cancellation Policy
Please note, the cancellation policy for this class is different than the standard IIANC cancellation policies.  Any cancellations or transfers made from the time of registration until 10 days prior to the class, will receive only a refund of 50% of the original registration price.  Cancellations made less than 10 days from the start of the event will receive no refund.