Systems and methods for improved agent-customer communication and insurance enrollment
US12381982B2 · kind B2 · utility
Assignee
Inventors
Key dates
| Filing date | Aug 15, 2023 |
| Grant date | Aug 5, 2025 |
| Priority date | — |
| Expiry date | Jan 31, 2044 |
Classification
- Technology area (CPC H)Electricity
- CPC primaryH04L51/18
- WIPO fieldTelecommunications
- WIPO sectorElectrical engineering
Abstract
The document generally describes improved platform interfaces and solutions for agents, including agents having mobile computing devices that interact with platform via a network. Embodiments are configured to provide a number of improved platform interfaces and solutions for agents, including one or more improvements to: selectively receive leads when they are online (e.g., designated as on duty or otherwise working and available to receive leads), communicating with potential and existing customers about insurance plans when the agents are online, facilitating a customer's ability to review and sign insurance plans from their computing device when their agent is offline, automatically recording inbound and outbound calls according to regulatory requirements, providing call scripts to be recited during those calls in compliance with the regulations, and uniquely tag customers to assist the agents in organizing their customer contact records and tasks associated with their customers.
Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.