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Virtual Risk Consultant (Rough Notes)


Virtual Risk Consultant (Rough Notes)

Benefits of Rough Notes Advantage Plus 

  • Policy Forms & Manual Analysis (PF&M)
An essential go-to guide to strengthening your property & casualty expertise on commercial, personal and specialty lines coverages and concepts. Demonstrate your insight to enhance your competency. Use real court case decisions when presenting coverage concerns to new prospects and current clients.

  • Coverages Applicable
Learn appropriate coverages quickly and gain traction to remain competitive. Explore the insurance needs of more than 700 different kinds of risks with SIC and NAICS codes.

  • Personal Lines Risk Evaluation System
A comprehensive checklist of personal lines risk exposures.

  • Commercial Lines Risk Evaluation System
A comprehensive checklist for more than 723 classes of business.

  • How to Insure Training Courses
Educational tutorials assist covering the industry insurance knowledge gap

  • Insurance Words and Their Meanings
A guide to insurance terminology for you, your staff and your clients.

  • Business Building
Letters Hundreds of business support templates used for sales, and renewals and to run an efficient business.

  • Blogs
Over 300 short articles that agencies can use to blog, e-mail, or display on their websites to enhance sales lead generation pipelines.

  • Digital Media
Animated videos used to book new clients and increase client retention.

  • In Action
A monthly newsletter of how you can turn coverage knowledge into powerful sales opportunities.

  • Rough Notes magazine
The industry's leading insurance agent publication.

  • The Insurance Marketplace
Agency professionals number one source to find hard-to-find coverages.

  • Property and Casualty Insurance By Philip Gordis
An easy -to-use, quick  reference guide to property and casualty insurance coverages. The indexing and examples put the answers to your basic coverage questions at your fingertips.

  • Pricing
Similar products in the marketplace sell for thousands per year. As a Big "I" member you enjoy exclusive member pricing which represents an extraordinary value. 

New pricing for Big "I" members is $500/year. This is a $200 discount from Rough Notes' Advantage Plus retail price of $700.

Purchase or Renew Subscription

*Use the promo code "IIABA" (case-sensitive) to receive your discount.  Having trouble or have questions? Click Here to Sign Up 

Attend a Live "How To" Monthly Webinar
Click here to register online for one of our FREE monthly "How To" webinars.

Rough Notes is here to help! Email Nancy Lynch or call at 800-428-4384 Ext. 1096.