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Virtual Risk Consultant

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Virtual Risk Consultant


​​The Big I Advantage® Virtual Risk Consultant powered by Rough Notes ("VRC") is a web-based sales and service resource designed to help your agency better serve your customers.​

  • Understanding the client's operation
  • Identifying exposures
  • Creating thorough customer proposals
  • Documenting customer files with signed coverage checklists

Big "I" members have exclusive access to Big I Advantage® Virtual Risk Consultant. Similar products sell for thousands of dollars but Big "I" members enjoy a deeply discounted rate:​

  • Up to 15 users per agency:  $250 per year ($750 for 4-year subscription)
  • More than 15 users per agency:  $500 per year ($1,500 for 4-year subscription​
View a FREE Demo!

For questions regarding the demo, contact:
Michael Welch
703.706.5364

For questions regarding purchasing, contact:
Pam Andrews
800.221.7917
eo@iiaba.net​

​​​Features

Commercial Lines Risk Exposure Evaluation System

  • Narrative overviews of operations and exposures for more than 650 businesses 
  • Recommended SIC, NAICS, GL, and WC codes
  • Coverage recommendations
  • Risk specific questionnaires designed to identify coverage gaps and exposures
  • Customer Coverage E&O Checklist/File Documentation  (E&O loss control tool)​

​Personal Lines Risk Exposure Evaluation System

Narrative overviews for:

  • ​Coastal Properties
    • Condominiums​
    • Rental Properties
    • ​Single Family Dwellings
    • ​Tenants

Pre-renewal questionnaires

Risk specific questionnaires designed to identify hidden exposures such as: 

  • In home business
  • Water related
  • ​Recreational vehicles

Customer Coverage E&O Checklist/File Documentation (E&O loss control tool​)

Policy Forms & Manual Analysis (PF&M) ​

  • Detailed commercial, personal, & specialty coverage analysis of ISO & AAIS forms and endorsements
  • Comparisons of prior coverage forms help mitigate E&O exposure
  • Written in easy-to-understand lan​guage with clear examples
  • Relevant court cases and decisions
  • Quizzes on each coverage section for training and "self-study"
  • Risk management techniques
  • Updated monthly​

​Coverages Applicable

  • Electronic version of one of the best known and used print resources for coverage identification
  • Simple and concise coverage explanations and their applications
  • Overview of 28 business classes
  • Coverage identification for over 600 risks
  • Links to PF&M forms

Insurance Marketplace

  • Find a market for hard to place coverages
  • E & S directory with direct links to company’s, broker’s and MGA’s web site
  • Search by category and state or company name​

Insurance Marketplace Cybercast

  • Emerging markets
  • New products
  • Product enhancements​

​​Insurance Words & Their Meanings​

  • Dictionary with easy-to-understand definitions
  • Glossaries for 11 business catagories to help you better understand your customer’s language

Business Building Letters

  • Examples/Samples of 330 professionally written correspondence pieces
  • On-going prospecting
  • Account development
  • Service/claims
  • Relationship building
  • Service surveys
  • Copy, paste, edit, customize, and save in your own letter library​

E-Marketing for Agencies

  • Inform and educate through your web site
  • Professionally written articles
  • Easy-to-understand answers to consumer questions​​
[more]