Virtual Risk Consultant

The Big I Advantage® Virtual Risk Consultant powered by Rough Notes ("VRC") is an online sales and service resource designed to help your agency better serve your customers. Using this tool will lead to increased sales by improving  your  staff’s knowledge of a prospect’s operation enabling them to better identify and cover customer exposures. The VRC will help your staff better understand the product they sell.  It will also assist agency staff with preparing proposals, explaining complicated insurance terms, and most importantly documenting client files. It is truly a tool that will increase the professionalism of staff and help your agency grow while limiting your exposure to E&O claims.

What is the VRC?

What is the VRC?

Claims data for the Big “I” Professional Liability Program reveals that about 40% of claims involve failure to procure coverage and/or failing to adequately identify exposures. The Commercial and Personal Lines Risk Analysis Systems on VRC assist producers and CSR’s. How?

  • By helping to understand exposures of businesses in more than 650 different industries, including recommended minimum coverages.
  • By allowing them to create and print comprehensive questionnaires to collect the information necessary to complete ACORD applications.
  • By providing a comprehensive list of coverages with succinct definitions to enhance understanding at the point of sale.
  • 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. 

To see the VRC in action, click here to experience a limited demo!

Member Access

Big "I" members have exclusive access to Big I Advantage® Virtual Risk Consultant. Similar products sell for thousands of dollars.

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Purchase the VRC

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.

 Agency Size (per state)
 Annual Subscription
Four Year Subscription
 (Best Value!)
Up to 15 users
(per agency)
 $250  $750
More than 15 users
(per agency)
 $500  $1500

Purchase VRC

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