System and method for pre-qualifying a consumer for life and health insurance products or services, benefits products or services based on eligibility and referring a qualified customer to a licensed insurance agent, producer or broker to facilitate the enrollment process
US11651439B2 · kind B2 · utility
0Cited by
5References
15Claims
0Family size
Assignee
Inventors
Key dates
| Filing date | Jul 31, 2020 |
| Grant date | May 16, 2023 |
| Priority date | — |
| Expiry date | Jul 31, 2040 |
Classification
- Technology area (CPC G)Physics
- CPC primaryG10L15/22
- WIPO fieldComputer technology
- WIPO sectorElectrical engineering
Abstract
An artificial intelligence-based multi-channel system and method to evaluate a buyer or consumer's intent to purchase benefits products. The system and method determine the buyer or consumer's needs, identifies and presents relevant benefits products based on eligibility to the buyer or consumer. The system and method can transfer the buyer or consumer to a producer to facilitate an enrollment process for the benefits products.
Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.