Interactive systems and methods for insurance-related activities
US8930228B1 · kind B1 · utility
Assignee
Inventor
Key dates
| Filing date | May 21, 2012 |
| Grant date | Jan 6, 2015 |
| Priority date | — |
| Expiry date | May 21, 2032 |
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. The application can include multiple layers directed to particular stages of the insurance-client relationship. 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. Interactive tools for evaluating a customer's financial condition during retirement and how life insurance affects a customer's financial condition are also provided.
Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.