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Virtual Risk Consultant

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The Big 'I' Advantage Virtual Risk Consultants, powered by Rough Notes, is a powerful online client service resource that no MWAIIA  member should be without. The Virtual Risk Consultant (VRC) has useful information for all agency positions, from principal to CSR, to help increase the professionalism and knowledge of agency staff.  
What's In the VRC?
  • Risk Exposure Assessment Tools
  • Proposal and Technical Research Tools
  • Marketing and Prospecting Tools

How Does it Benefit Your Agency's Producers and CSRs?

  1. By helping to understand exposures of businesses in more than 650 different industries, including recommended minimum coverages.
  2. By allowing them to create and print comprehensive questionnaires to collect the information necessary to complete ACORD applications.
  3. By providing a comprehensive list of coverages with succinct definitions to enhance understanding at the point of sale.
  4. By offering important customer file documentation in the form of a comprehensive checklist of coverages offered, accepted, rejected or not applicable which is signed by the customer and stored in the file.
Big 'I' members enjoy exclusive pricing that represents a substantial discount from similar products that sell for thousands of dollars per year. Pricing begins at less than $300 annually for an agency with up to 15 users. 
 
To view additional product and pricing information, click here.
 
Specific questions regarding the purchase of the VRC product can be directed to Brett Sutch at brett.sutch@iiaba.net or (800) 221-7917