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 systemic 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.
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