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Sunday, 04/19/2015email print

Virtual Risk Consultant

The Big “I” Advantage Virtual Risk Consultant, powered by Rough Notes is an online tool designed to help your agency better serve your customers. The VRC is a Web-based sales and customer service resource exclusively available for purchase to member agencies. Using this tool will lead to increased sales by improving your staffs knowledge of a prospects’ operations and enabling them to better identify and cover customer exposures. Content on the VRC will assist your staff with risk assessment tools for thousands of business classes to better understand customer exposures, prepare professional proposals, understand and explain complex insurance coverage and document client files. This tool will increase the professionalism of staff and help your agency grow while limiting your exposures to E&O claims.

Similar products sell for thousands of dollars, however Big “I” members have exclusive access to this tool at incredibly low prices. 

Agency SizeAnnual SubscriptionFour-Year Subsciption
15 or Fewer Users$250$750
Over 15 Users$500$1,500

Click here to see a free limited demonstration of the Virtual Risk Consultant

If you have any questions about this product please contact Chance Lockhart at (775) 882-1366

Product Details:

 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 

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 language 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 and ACORD™ 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 

 ACORDTM Forms Library

  • Printable applications
  • Instructions for completion of all forms

 Insurance Words & Their Meanings

  • Dictionary with easy-to-understand definitions
  • Glossaries for 11 business categories 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 




 Nevada Independent Insurance Agents
310 N. Stewart Street/ PO Box 645
Carson City, Nevada 89702 |
(775) 882-1366 (775) 883-0524 Fax
Email: rhiannon@niia.org

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