Agent appointment process via a computer network
First Claim
1. An automated method using a computer network comprising:
- receiving an appointment application for the appointment of an agent by an insurance carrier via the computer network, the appointment application including agent data, a state the agent is seeking an appointment, and a product the agent wishes to solicit;
transmitting a request for additional information about the agent to an external database via the computer network; and
receiving the additional information from the external database via the computer network.
2 Assignments
0 Petitions
Accused Products
Abstract
An online system using a computer network for accepting applications for the appointment of an agent by an insurance carrier. The system interacts with the agent, a general agent contracting with the agent and licensing staff of the insurance carrier. In one implementation, the system is adapted to perform at least the following steps: receiving an appointment application for the appointment of an agent by an insurance carrier via the computer network, the appointment application including agent data, a state the agent is seeking an appointment, and a product the agent wishes to solicit; transmitting a request for additional information about the agent from an external database via the computer network; and receiving the additional information from the external database via the computer network. By way of example, the additional information may be license information and/or securities registration information for the agent.
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Citations
55 Claims
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1. An automated method using a computer network comprising:
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receiving an appointment application for the appointment of an agent by an insurance carrier via the computer network, the appointment application including agent data, a state the agent is seeking an appointment, and a product the agent wishes to solicit;
transmitting a request for additional information about the agent to an external database via the computer network; and
receiving the additional information from the external database via the computer network. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20)
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21. An automated method using a computer network:
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receiving an appointment application for the appointment of an agent by an insurance carrier via a computer network, the appointment application including agent data, a state the agent is seeking an appointment for, and a product the agent wishes to solicit;
transmitting, in response to the receiving the appointment application, a request for a background check authorization for display to the agent via the computer network; and
receiving an electronically signed background check authorization from the agent via the computer network. - View Dependent Claims (22, 23, 24, 25, 26, 27, 28, 29, 30, 31, 32, 33, 34, 35, 36, 37, 38)
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39. An automated method using a computer network:
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receiving an appointment application for the appointment of an agent by an insurance carrier via a computer network, the appointment application including agent data, a state the agent is seeking an appointment for, and a product the agent wishes to solicit;
transmitting, in response to the receiving the appointment application, a request for display to a general agent contracting with the agent via the computer network, the request for a commission level of the general agent, the commission level being provided in the relationship between the agent and the general agent; and
receiving the commission level from the general agent via the computer network. - View Dependent Claims (40, 41, 42, 43, 44, 45, 46, 47)
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48. A method for application processing via a computer network comprising:
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receiving an application from a first party via a computer network, the application containing information from the first party and requiring additional information from a second party to complete the application;
determining that the additional information from the second party is needed;
automatically transmitting a request for the additional information to the second party via the computer network; and
receiving the additional information from the second party via the computer network. - View Dependent Claims (49, 50, 51)
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52. An automated appointment application system using a computer network comprising:
a server including a processor adapted to perform the following steps;
receiving an appointment application for the appointment of an agent by an insurance carrier via the computer network, the appointment application including agent data, a state the agent is seeking an appointment, and a product the agent wishes to solicit;
transmitting a request for additional information about the agent from an external database via the computer network; and
receiving the additional information from the external registry via the computer network.
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53. An automated appointment application system using a computer network comprising:
a server including a processor adapted to perform the following steps;
receiving an appointment application for the appointment of an agent by an insurance carrier via a computer network, the appointment application including agent data, a state the agent is seeking an appointment for, and a product the agent wishes to solicit;
transmitting, in response to the receiving the appointment application, a request for a background check authorization for display to the agent via the computer network; and
receiving an electronically signed background check authorization from the agent via the computer network.
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54. An automated appointment application system using a computer network comprising:
a server including a processor adapted to execute an application for performing the following steps;
receiving an appointment application for the appointment of an agent by an insurance carrier via a computer network, the appointment application including agent data, a state the agent is seeking an appointment for, and a product the agent wishes to solicit;
transmitting, in response to the receiving the appointment application, a request for display to a general agent contracting with the agent via the computer network, the request for a commission level of the general agent, the commission level being provided in the relationship between the agent and the general agent; and
receiving the commission level from the general agent via the computer network.
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55. An automated appointment application system using a computer network comprising:
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a first network interface server for transmitting and receiving web pages via the computer network, the web pages containing an appointment application for the appointment of an agent by an insurance carrier;
an application server for processing the information contained in the web pages and for determining if additional information is needed to complete the appointment application;
a second network interface server for transmitting electronic notifications via the computer network to the agent and a general agent contracting with the agent, at least one electronic notification indicating that the additional information is required to process the appointment application, the at least one electronic notification including a link to a web page that provides an entry field for the additional information;
wherein the application server requests through the first network interface server licensing information about the agent from an external database via the computer network; and
a database server for storing the appointment information, the additional information and the licensing information.
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Specification