Virtual Risk Consultant (VRC)
Big I Advantage® Virtual Risk Consultant
The Big I Advantage® Virtual Risk Consultant
powered by Rough Notes (“VRC”) is a powerful online client service resource tool that no Big “I” member should be without. VRC has useful information for all positions in the agency from the agency principal to the CSR and will increase the professionalism of the agency, leading to increased sales. Agency staff will be more knowledgeable about client/prospect operations and the VRC’s commercial and personal lines risk exposure analysis process offers a systematic approach to:
- Understanding the client’s operation with overviews for more than 650 business classes and personal lines risks
- Indentifying client exposures with customizable client surveys/questionnaires,
- Creating thorough customer proposals with information pertinent to their operation and a glossary of insurance terms,
- Prudently documenting customer files with signed coverage checklists.
Similar products in the marketplace sell for thousands per year. As a Big "I" member you enjoy exclusive member pricing which represents an extraordinary value.
Specific questions regarding the purchase of the VRC product can be directed to Brett Sutch at firstname.lastname@example.org
or (800) 221-7917. For assistance with log in issues, please send an email to email@example.com