System and method for generating a customized proposal in the development of insurance plans
First Claim
1. A method for generating a customized proposal in the development of insurance plans for a customer, the method comprising steps of:
- storing customer data within a database in a computer system, the database having stored therein insurance plan products;
presenting a description of insurance plan options available to the customer on a display device of the computer system based upon the stored customer data and user selected plan options obtained from an input device of the computer system; and
generating a customized proposal based upon a selection made from the presented insurance plan options that includes a description of an insurance plan, at least a portion of the customer data, and estimated costs for the insurance plan.
3 Assignments
0 Petitions
Accused Products
Abstract
A method for generating a customized proposal in the development of insurance plans for a customer is provided. Customer data is stored within a database in a computer system. This database has stored insurance plan products. A description of insurance plan options available to the customer is displayed on a display device based upon the stored customer data and user selected plan options obtained from an input device. A customized proposal is generated based upon a selection made from the presented insurance plan options. The customized proposal includes a description of an insurance plan, at least a portion of the customer data, and estimated costs for the insurance plan. In addition, a computer system and a computer program product readable by a computer system having computer-executable instructions that when executed cause a processor of a computer system to perform this method are provided.
91 Citations
47 Claims
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1. A method for generating a customized proposal in the development of insurance plans for a customer, the method comprising steps of:
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storing customer data within a database in a computer system, the database having stored therein insurance plan products;
presenting a description of insurance plan options available to the customer on a display device of the computer system based upon the stored customer data and user selected plan options obtained from an input device of the computer system; and
generating a customized proposal based upon a selection made from the presented insurance plan options that includes a description of an insurance plan, at least a portion of the customer data, and estimated costs for the insurance plan. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22)
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23. A computer system for generating a customized proposal in the development of insurance plans for a customer, the system comprising:
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an input device configured to prompt a user of the computer system to input customer data;
a system memory having stored within a database input customer data and insurance plan products information including plan requirements data and plan options;
a display device; and
a processor unit, operatively coupled to the input device, system memory, and display device, that is configured to;
(i) present a description of insurance plan options available to the customer on the display device based upon the customer data and user selected plan options obtained from the input device, and (ii) generate a customized proposal based upon a selection made from the presented insurance plan options that includes a description of an insurance plan, at least a portion of the customer data, and estimated costs for the insurance plan. - View Dependent Claims (24, 25, 26, 27, 28, 29, 30, 31, 32, 33, 34, 35, 36, 37, 38, 39, 40, 41, 42)
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43. An insurance sales and configuration system for providing configuration and sales information for the development of insurance plans to a customer, comprising:
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a transportable sales computing system having a customer data input module for accepting customer data, a sales tool module, an insurance plan database, a plan configuration engine module, and a proposal generator module;
a communication connection to a server computing system for providing customer data to the server and for receiving status and database updates from the server; and
an information and proposal output module for providing and insurance proposal to the customer. - View Dependent Claims (45, 46, 47)
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44. The system of 43 wherein the output module is selected from the set of output devices including:
- a visual display device, a printer, and an electronic file transfer mechanism.
Specification