Systems and methods for configuring and processing insurance information

• US 20060004612A1
• Filed: 07/01/2004
• Published: 01/05/2006
• Est. Priority Date: 07/01/2004
• Status: Abandoned Application

• Current Assignee: Computer Science Corporation
• Original Assignee: Computer Science Corporation
• Inventors: Creel, Bryan Scott, Chewning, Timothy W., Russell, Karen M.
• Application Number:
  US10/883,582
• Publication Number:
  US 20060004612A1
• Time in Patent Office: Days
• US Class Current: 705/4
• CPC Class Codes: G06Q 10/10 Office automation; Time management
• CPC Class Codes: G06Q 40/08 Insurance

Abstract

Methods and systems are provided for attaching a note to an insurance policy or claim. In some embodiments, an icon next to a part of an insurance policy may indicate whether a note has been attached. In some embodiments, a note may be attached, or a note may be read, by clicking on the corresponding icon next to a component of the policy. In some embodiments, the components of the policy may include policy information and vehicle information. In some embodiments, a main browser page may be displayed for a user and may include a listing of recent policy activity, a “to-do” list, daily news, daily checkpoints, and favorites. Other information and lists may also be provided on the main browser page. In some embodiments, the information and lists on the main browser page, along with a user'"'"'s profile, may be configured by a user.

Claims

1. A method of processing a policy on a computer system, comprising:

displaying at least one policy component link; and

displaying at least one icon associated with the at least one policy component link;

wherein selecting the at least one icon allows a user to attach a note respective to the at least one policy component link, and wherein selecting the at least one icon at a later time displays the note entered by the user.

2. The method of claim 1, wherein the policy component is a component of a policy, a policy application, or a claim.

3. The method of claim 1, further comprising displaying a different icon associated with at least one policy component if a note has been attached respective to the at least one policy component link.

4. The method of claim 1, further comprising displaying a second icon associated with the at least one policy component link, wherein selecting the second icon displays a form for data entry respective to this policy component link.

5. The method of claim 1, further comprising displaying a modified second icon associated with the at least one policy component link, if the form for the respective policy component link has the required data.

6. The method of claim 1, wherein at least one icon indicates data is required for the respective policy component link.

7. The method of claim 1, wherein at least one icon indicates data is not required for the respective policy component link.

8. The method of claim 1, wherein at least one icon may be selected to display help related to a policy component link.

9. The method of claim 1, further comprising displaying information respective to at least one policy component link that is associated with the at least one policy component link.

10. The method of claim 1, further comprising selecting at least one policy component link and displaying information respective to the at least one policy component link.

11. The method of claim 1, further comprising selecting at least one policy component link and displaying data entry fields respective to the at least one policy component link.

12. The method of claim 11, wherein the data entry fields are displayed below the selected policy component link and above at least one policy component link displayed below the selected policy component link.

13. The method of claim 1, further comprising displaying a tree icon, wherein selecting the tree icon displays a navigation menu with at least one primary category and at least one secondary category listed with the at least one primary category.

14. The method of claim 13, wherein selecting the at least one primary category or the at least one secondary category displays information respective to the at least one category.

15. The method of claim 13, wherein at least one category is a policy component.

16. The method of claim 1, further comprising providing a menu of available policy component links, wherein selecting a policy component link opens a component of the policy or opens additional menu components to select.

17. The method of claim 1, further comprising displaying a tips icon respective to at least one policy component link, wherein selecting the tips icon displays information to assist a user of the at least one policy component link.

18. The method of claim 17, wherein the information displayed to assist a user includes information about at least one icon.

19. The method of claim 1, further comprising displaying an icon wherein selecting the icon displays basic information about a current policy.

20. The method of claim 1, further comprising displaying an icon wherein selecting the icon displays a menu of at least two possible actions that may be taken.

21. The method of claim 20, wherein possible actions include rating a policy, forming a quote letter, previewing an application, billing, and submitting a claim.

22. The method of claim 1, wherein selecting the at least one icon opens a note window for the user to enter a note.

23. The method of claim 1, wherein selecting the at least one icon opens a file selection window to allow a user to attach a file as a note.

24. The method of claim 1, further comprising displaying a navigation bar with at least two available application icons wherein selecting an available application icon starts the associated application.

25. The method of claim 1, further comprising displaying recent policy activity, including displaying a user selectable number of days of recent policy activity to display.

26. The method of claim 1, further comprising displaying daily checkpoints, wherein the daily checkpoints to display may be user selectable.

27. The method of claim 1, further comprising displaying a link to a reference, wherein the links to display may be user selectable.

28. The method of claim 1, further comprising displaying a to-do list, wherein at least one item on the to-do list is user selectable, and wherein an item on the to-do list may be graphically checked off.

29. A system, comprising:

a computer program;

a computer system; and

wherein the computer program is executable on the computer system to execute a method of;

displaying at least one policy component link; and

displaying at least one icon associated with the at least one policy component link;

wherein selecting the at least one icon allows a user to attach a note respective to the at least one policy component link, and wherein selecting the at least one icon at a later time displays the note entered by the user.

30. The system of claim 29, wherein the policy component is a component of a policy, a policy application, or a claim.

31. The system of claim 29, wherein the method further comprises displaying a different icon associated with at least one policy component if a note has been attached respective to the at least one policy component link.

32. The system of claim 29, wherein the method further comprises displaying a second icon associated with the at least one policy component link, wherein selecting the second icon displays a form for data entry respective to this policy component link.

33. The system of claim 29, wherein the method further comprises displaying a modified second icon associated with the at least one policy component link, if the form for the respective policy component link has the required data.

34. The system of claim 29, wherein at least one icon indicates data is required for the respective policy component link.

35. The system of claim 29, wherein at least one icon indicates data is not required for the respective policy component link.

36. The system of claim 29, wherein at least one icon may be selected to display help related to a policy component link.

37. The system of claim 29, wherein the method further comprises displaying information respective to at least one policy component link that is associated with the at least one policy component link.

38. The system of claim 29, wherein the method further comprises selecting at least one policy component link and displaying information respective to the at least one policy component link.

39. The system of claim 29, wherein the method further comprises selecting at least one policy component link and displaying data entry fields respective to the at least one policy component link.

40. The system of claim 39, wherein the data entry fields are displayed below the selected policy component link and above at least one policy component link displayed below the selected policy component link.

41. The system of claim 29, wherein the method further comprises displaying a tree icon, wherein selecting the tree icon displays a navigation menu with at least one primary category and at least one secondary category listed with the at least one primary category.

42. The system of claim 41, wherein selecting the at least one primary category or the at least one secondary category displays information respective to the at least one category.

43. The system of claim 41, wherein at least one category is a policy component.

44. The system of claim 29, wherein the method further comprises providing a menu of available policy component links, wherein selecting a policy component link opens a component of the policy or opens additional menu components to select.

45. The system of claim 29, wherein the method further comprises displaying a tips icon respective to at least one policy component link, wherein selecting the tips icon displays information to assist a user of the at least one policy component link.

46. The system of claim 45, wherein the information displayed to assist a user includes information about at least one icon.

47. The system of claim 29, wherein the method further comprises displaying an icon wherein selecting the icon displays basic information about a current policy.

48. The system of claim 29, wherein the method further comprises displaying an icon wherein selecting the icon displays a menu of at least two possible actions that may be taken.

49. The system of claim 48, wherein possible actions include rating a policy, forming a quote letter, previewing an application, billing, and submitting a claim.

50. The system of claim 29, wherein selecting the at least one icon opens a note window for the user to enter a note.

51. The system of claim 29, wherein selecting the at least one icon opens a file selection window to allow a user to attach a file as a note.

52. The system of claim 29, wherein the method further comprises displaying a navigation bar with at least two available application icons wherein selecting an available application icon starts the associated application.

53. The system of claim 29, wherein the method further comprises displaying recent policy activity, including displaying a user selectable number of days of recent policy activity to display.

54. The system of claim 29, wherein the method further comprises displaying daily checkpoints, wherein the daily checkpoints to display may be user selectable.

55. The system of claim 29, wherein the method further comprises displaying a link to a reference, wherein the links to display may be user selectable.

56. The system of claim 29, wherein the method further comprises displaying a to-do list, wherein at least one item on the to-do list is user selectable, and wherein an item on the to-do list may be graphically checked off.

57. A carrier medium comprising program instructions, wherein the program instructions are executable by a computer system to implement a method of:

displaying at least one policy component link; and

displaying at least one icon associated with the at least one policy component link;

wherein selecting the at least one icon allows a user to attach a note respective to the at least one policy component link, and wherein selecting the at least one icon at a later time displays the note entered by the user.

58. The carrier medium of claim 57, wherein the policy component is a component of a policy, a policy application, or a claim.

59. The carrier medium of claim 57, wherein the method further comprises displaying a different icon associated with at least one policy component if a note has been attached respective to the at least one policy component link.

60. The carrier medium of claim 57, wherein the method further comprises displaying a second icon associated with the at least one policy component link, wherein selecting the second icon displays a form for data entry respective to this policy component link.

61. The carrier medium of claim 57, wherein the method further comprises displaying a modified second icon associated with the at least one policy component link, if the form for the respective policy component link has the required data.

62. The carrier medium of claim 57, wherein at least one icon indicates data is required for the respective policy component link.

63. The carrier medium of claim 57, wherein at least one icon indicates data is not required for the respective policy component link.

64. The carrier medium of claim 57, wherein at least one icon may be selected to display help related to a policy component link.

65. The carrier medium of claim 57, wherein the method further comprises displaying information respective to at least one policy component link that is associated with the at least one policy component link.

66. The carrier medium of claim 57, wherein the method further comprises selecting at least one policy component link and displaying information respective to the at least one policy component link.

67. The carrier medium of claim 57, wherein the method further comprises selecting at least one policy component link and displaying data entry fields respective to the at least one policy component link.

68. The carrier medium of claim 67, wherein the data entry fields are displayed below the selected policy component link and above at least one policy component link displayed below the selected policy component link.

69. The carrier medium of claim 57, wherein the method further comprises displaying a tree icon, wherein selecting the tree icon displays a navigation menu with at least one primary category and at least one secondary category listed with the at least one primary category.

70. The carrier medium of claim 69, wherein selecting the at least one primary category or the at least one secondary category displays information respective to the at least one category.

71. The carrier medium of claim 69, wherein at least one category is a policy component.

72. The carrier medium of claim 57, wherein the method further comprises providing a menu of available policy component links, wherein selecting a policy component link opens a component of the policy or opens additional menu components to select.

73. The carrier medium of claim 57, wherein the method further comprises displaying a tips icon respective to at least one policy component link, wherein selecting the tips icon displays information to assist a user of the at least one policy component link.

74. The carrier medium of claim 73, wherein the information displayed to assist a user includes information about at least one icon.

75. The carrier medium of claim 57, wherein the method further comprises displaying an icon wherein selecting the icon displays basic information about a current policy.

76. The carrier medium of claim 57, wherein the method further comprises displaying an icon wherein selecting the icon displays a menu of at least two possible actions that may be taken.

77. The carrier medium of claim 76, wherein possible actions include rating a policy, forming a quote letter, previewing an application, billing, and submitting a claim.

78. The carrier medium of claim 57, wherein selecting the at least one icon opens a note window for the user to enter a note.

79. The carrier medium of claim 57, wherein selecting the at least one icon opens a file selection window to allow a user to attach a file as a note.

80. The carrier medium of claim 57, wherein the method further comprises displaying a navigation bar with at least two available application icons wherein selecting an available application icon starts the associated application.

81. The carrier medium of claim 57, wherein the method further comprises displaying recent policy activity, including displaying a user selectable number of days of recent policy activity to display.

82. The carrier medium of claim 57, wherein the method further comprises displaying daily checkpoints, wherein the daily checkpoints to display may be user selectable.

83. The carrier medium of claim 57, wherein the method further comprises displaying a link to a reference, wherein the links to display may be user selectable.

84. The carrier medium of claim 57, wherein the method further comprises displaying a to-do list, wherein at least one item on the to-do list is user selectable, and wherein an item on the to-do list may be graphically checked off.