The Big I Advantage® Virtual Risk Consultant (VRC), powered by Rough Notes, is a powerful online tool for client service resources that no Big "I" member should be without.
The VRC offers useful information for all positions in the agency, from the agency principal to CSR. And it can help increase the professionalism of your agency, increasing sales as a result since agency staff will gain knowledge about client and prospect operations.
The VRC's commercial and personal lines risk exposure analysis offers a systemic approach to:
- Understanding the client's operation, with overviews for more than 650 business classes and personal lines risks
- Identifying client exposures with customizable client surveys and questionnaires
- Creating thorough customer proposals with information pertinent to their operation and a glossary of insurance terms
- Documenting customer files with signed coverage checklists
View a VRC demo, learn more and sign up today.