Smart notepad for improved workflow efficiency for insurance claim associates

US11468517B2 · kind B2 · 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 12, 2020
• Grant date: Oct 11, 2022
• Expiry date: Dec 18, 2040

Classification

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

Abstract

A computer-implemented method for facilitating handling of a call from an insurance customer regarding a loss event includes presenting to a user, by a workbench application executing on a computing device, one or more notes fields in which free-form text may be entered by the user on a user interface display presented on one or more display screens, receiving, via an input device and the user interface display, free-form text that the user entered in at least one of the one or more notes fields, analyzing the received free-form text to identify one or more keywords having relevance to the loss event, communicating loss report information to a loss reporting tool via an API, the loss report information including the one or more identified keywords, and automatically populating, by the loss reporting tool, one or more loss reporting fields using the loss report information.