Interactive systems and methods for insurance-related activities
US8073714B1 · kind B1 · utility
Assignee
Inventor
Key dates
| Filing date | Aug 25, 2006 |
| Grant date | Dec 6, 2011 |
| Priority date | — |
| Expiry date | Mar 16, 2029 |
Classification
- Technology area (CPC G)Physics
- CPC primaryG06Q40/08
- WIPO fieldIT methods for management
- WIPO sectorElectrical engineering
Abstract
Systems and methods for performing insurance related activities are provided. Software can be implemented to provide an application that includes an interactive interface for use by insurance professionals in managing clients, marketing insurance, and storing information. For example, a network application can be implemented that a user can access via a web browser and which is intuitive for quick comprehension and interaction by users. The application can include multiple layers directed to particular stages of the insurance-client relationship. The application can include a workflow wizard to aid the user in managing and maintaining client information and tracking progress. Aggregation services can also be incorporated into the application. Interactive insurance-and-client specific display pages can be incorporated to aid in understanding a client's current insurance information and to generate presentations. “Value” calculators may be implemented to illustrate a comparison of a client's current level of protection to a client's current financial state.
Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.