Smart notepad for improved workflow efficiency for insurance claim associates

US10832328B1 · kind B1 · utility

Assignee

• State Farm Mutual Automobile Insurance Company · US

Inventors

• John H. Jenkins · Bloomington, US
• Andrew J. Feit · Normal, US
• Christina M. Boring · Bloomington, US
• Chadd Eugene Grove · Bloomington, US
• Brent D. Hellewell · Bloomington, US
• Beth Craig · Bloomington, US
• Kevin Stuepfert · Bloomington, US
• Robert S. Loy · Bloomington, US
• Scott M. Wirtjes · Tremont, US
• Scott E. Lackey · Bloomington, US
• Manuela Holt · Heyworth, US
• David Kuriyan Schuster · Bloomington, US
• Jeremy M. Miller · Normal, US

Key dates

• Filing date: Oct 13, 2015
• Grant date: Nov 10, 2020
• Expiry date: Feb 18, 2038

Classification

• Technology area (CPC G): Physics
• CPC primary: G06Q40/08
• WIPO field: IT methods for management
• WIPO sector: Electrical engineering

Abstract

In a computer-implemented method for facilitating handling, by a user of a computing device having one or more display screens and an input device, of a call from an insurance customer regarding a loss event, one or more notes fields in which text may be entered by the user are presented to the user, text that the user entered in at least one of the one or more notes fields is received, the received text is analyzed to identify one or more keywords having potential relevance to the loss event, the identified keyword(s) is/are used to cause loss report information to be automatically added to one or more loss reporting fields provided by a loss reporting tool, and the loss report information is caused to be stored in a claims database as a part of a loss report record associated with the loss event.