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Method and system of matching service providers with users based on user input

  • US 20040186755A1
  • Filed: 02/23/2004
  • Published: 09/23/2004
  • Est. Priority Date: 07/06/2000
  • Status: Abandoned Application
First Claim
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1. A system for facilitating the selection and purchase of an insurance policy by a client from a broker, said system comprising:

  • a computer;

    a database accessible by said computer, said database having stored thereon broker benchmarks, the broker benchmarks comprising data indicative of at least one broker specialty for each broker;

    computer executable instructions embodied on a computer readable medium for receiving from the client information relating to the client and relating to a desired insurance policy;

    computer executable instructions embodied on a computer readable medium for comparing, based upon preselected criteria, the information relating to the client and relating to the desired insurance policy with the broker benchmarks to identify at least one appropriate broker;

    computer executable instructions embodied on a computer readable medium for generating and transmitting to the at least one identified appropriate broker requests for manually prepared proposals individually tailored to the client;

    computer executable instructions embodied on a computer readable medium for receiving proposals from the at least one identified appropriate broker in response to the requests for proposals; and

    computer executable instructions embodied on a computer readable medium for transmitting the received proposals to the client.

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