MEETING MONITORING AND COMPLIANCE ASSURANCE SYSTEM
First Claim
1. A system for monitoring meetings of a representative with customers in the field, comprising:
- a central data system having a management application;
a portable wireless device having a mobile application and geographic locating capability, the representative having the portable wireless device at meetings in the field with customers; and
a service layer application enabling communication between the mobile application and management application;
the mobile application enabling monitoring of meetings with customers, the monitoring including;
an availability status indicating at least whether or not the representative is presently available, the availability status transmitted immediately to the central data system;
a guided meeting process used by the representative, including;
presentation of meeting content;
collection of meeting information, including at least geographic location determined by the portable wireless device; and
collection of customer information; and
the meeting information and at least a portion of the customer information transmitted from the portable wireless device to the central data system and accessible by the management application.
1 Assignment
0 Petitions
Accused Products
Abstract
An illustrative system and method according to the present invention monitors in-the-field meetings of representatives with customers, for example, marketing and sales activity. The system includes a central data system and a portable wireless device (e.g., tablet device, smartphone, etc) deployed with each representative. The portable wireless devices are equipped with a special software application (the “mobile application”) and also a communications device(s) for communicating with the central data system. The portable wireless device provides availability of the representative to the central data system and a guided meeting process, including collection of information, presentation of meeting content, and optional audio recording of the meeting. More particularly, the system can be used for monitoring in-the-field sales of regulated products, such as financial services, including insurance product sales. The monitoring can include guiding, documenting, and providing centralized assurance of regulatory and non-regulatory compliance during representatives'"'"' meetings with customers.
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Citations
54 Claims
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1. A system for monitoring meetings of a representative with customers in the field, comprising:
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a central data system having a management application; a portable wireless device having a mobile application and geographic locating capability, the representative having the portable wireless device at meetings in the field with customers; and a service layer application enabling communication between the mobile application and management application; the mobile application enabling monitoring of meetings with customers, the monitoring including; an availability status indicating at least whether or not the representative is presently available, the availability status transmitted immediately to the central data system; a guided meeting process used by the representative, including; presentation of meeting content; collection of meeting information, including at least geographic location determined by the portable wireless device; and collection of customer information; and the meeting information and at least a portion of the customer information transmitted from the portable wireless device to the central data system and accessible by the management application. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29, 30, 31, 32, 33, 34, 35, 36)
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37. A system for monitoring meetings of a representative with customers in the field, comprising:
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a central data system having an management application; a portable wireless device having a mobile application and geographic locating capability, the representative having the portable wireless device at meetings in the field with customers; and a service layer application enabling communication between the mobile application and management application; the mobile application enabling monitoring of meetings with customers, the monitoring including; a guided meeting process used by the representative, including; presentation of insurance information; collection of meeting information, including at least geographic location determined by the portable wireless device; and collection of customer information, including at least insurance product enrollment information; and the meeting information and at least a portion of the customer information transmitted from the portable wireless device to the central data system and accessible by the management application.
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38. A method for monitoring meetings of a representative with customers in the field, comprising the steps of:
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providing meeting content, including documents, using a central data system; providing a portable wireless device, a login credential, and an authorization for particular meeting content to each of a plurality of representatives, the portable wireless device having geographic locating capability; one of the plurality of representatives using a mobile application on the portable wireless device to conduct meetings, the mobile application enabling the further steps of; validation of login credentials; providing an availability status for the one of the plurality of representatives, the availability status indicating at least whether or not the representative is presently available and transmitted immediately to the central data system; accessing the meeting content; guiding the meeting; audio recording of the meeting; determining meeting information, the meeting information including geographic location determined by the portable wireless device; determining customer information; and transmission of audio recording, meeting information, and customer information to the central data system. - View Dependent Claims (39, 40, 41, 42, 43, 44, 45, 46, 47, 48, 49, 50, 51, 52, 53, 54)
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Specification