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BIMODAL COMPUTER-BASED SYSTEM FOR SELLING FINANCIAL PRODUCTS

  • US 20140074684A1
  • Filed: 08/28/2013
  • Published: 03/13/2014
  • Est. Priority Date: 09/11/2012
  • Status: Abandoned Application
First Claim
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1. Non-transitory computer-readable storage media encoded with a computer program including instructions executable by a processor to create an application comprising:

  • a. a software module configured to provide a product web site, the web site operating in a self-service mode adapted for use by a consumer; and

    a software module configured to provide the product web site, the web site operating in a collaboration mode, the collaboration mode comprising a sales overlay adapted for use by a sales representative together with the consumer, the sales overlay providing the sales representative with additional tools for selling the product to the consumer, the sales overlay activated by an interaction known only to the sales representative.

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