Skip Ribbon Commands
Skip to main content
Jul 24
Tour the Virtual Risk Consultant Tool

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. 

Comments

There are no comments for this post.
image 
 
​127 South Peyton Street
Alexandria VA 22314
​phone: 800.221.7917
fax: 703.683.7556
email: info@iiaba.net

Follow Us!

Empowering Trusted Choice®
Independent Insurance Agents.​