METHOD AND SOFTWARE FOR GENERATING REMINDER MESSAGES FOR INSURANCE PRODUCT LEADS

• US 20120303424A1
• Filed: 05/27/2011
• Published: 11/29/2012
• Est. Priority Date: 05/27/2011
• Status: Abandoned Application

• Current Assignee: Lundstrom Insurance Agency, Inc. (AssuredPartners, Inc.)
• Original Assignee: Lundstrom Insurance Agency, Inc. (AssuredPartners, Inc.)
• Inventors: Lundstrom, Brett E.
• Application Number:
  US13/117,899
• Publication Number:
  US 20120303424A1
• Time in Patent Office: Days
• US Class Current: 705/14.4
• CPC Class Codes: G06Q 10/1093 Calendar-based scheduling for persons or groups
• CPC Class Codes: G06Q 30/016 After-sales
• CPC Class Codes: G06Q 40/08 Insurance

Abstract

A method and a software product for generating reminders for a customer. Customer information, including a customer contact and a future date for contacting the customer, is received through a user interface in combination with a data processor. The customer information is stored in a database in communication with the data processor. The data processor automatically generates a reminder at the future date or at a predetermined time prior to the future date to allow for contacting the customer at the future date or at the predetermined time prior to the future date.

Claims

1. A method for contacting a customer, comprising:

receiving customer information through a user interface in combination with a data processor, wherein the customer information includes a customer contact and a future date for contacting the customer;

storing the customer information in a database in communication with the data processor;

automatically generating a reminder at the future date or at a predetermined time prior to the future date; and

contacting the customer with product information at the future date or at the predetermined time prior to the future date.

2. The method according to claim 1, wherein the product information comprises a financial product information and the future date comprises a customer renewal date or customer maturity date.

3. The method according to claim 1, wherein contacting the customer comprises automatically sending a message.

4. The method according to claim 3, wherein the message is automatically sent using a data processor to the customer.

5. The method according to claim 3, wherein the message is automatically sent using a data processor to a salesperson.

6. The method according to claim 1, wherein the customer information is entered using a customer data processor and transferred to the database via a network.

7. The method according to claim 1, further comprising a server machine generating the user interface and receiving the customer information.

8. The method according to claim 7, wherein the customer information includes more than one future date.

9. The method according to claim 7, wherein the user interface comprises selectable fields each including a listing of more than one product type, and each of the selectable fields is associated with a field for a corresponding future date.

10. A software product stored on a machine readable medium and for generating reminders for a customer, comprising:

first program instructions to display a user interface including information fields fillable with customer information, the customer information including a customer contact and a future date for contacting the customer;

second program instructions to save the customer information in a database; and

third program instructions to automatically generate and send a reminder message at the future date or at a predetermined time prior to the future date.

11. The software product of claim 10, wherein the reminder message comprises financial product information and the future date comprises a customer renewal date or a customer maturity date.

12. The software product of claim 10, wherein the third program instructions generate and send the reminder message directly to the customer.

13. The software product of claim 12, wherein the third program instructions sends a copy of the reminder message to a salesperson.

14. The software product of claim 10, wherein the third program instructions generate and send a reminder message including the customer information to a salesperson.

15. The software product of claim 10, wherein the customer information is entered using a customer data processor and transferred to the database via a network.

16. The software product of claim 10, wherein the machine readable medium is part of a server machine that operates the instructions to generate the user interface and receive the customer information.

17. The software product of claim 10, wherein the customer information includes more than one future date.

18. The software product of claim 17, wherein the user interface comprises selectable fields each including a listing of more than one product type, and each of the selectable fields is associated with a field for a corresponding future date.