FEEDBACK MECHANISMS FOR INSURANCE WORKFLOW OPTIMIZATION

• US 20150356475A1
• Filed: 06/04/2014
• Published: 12/10/2015
• Est. Priority Date: 06/04/2014
• Status: Abandoned Application

• Current Assignee: Hartford Fire Insurance Company (The Hartford Financial Services Group, Inc.)
• Original Assignee: Hartford Fire Insurance Company (The Hartford Financial Services Group, Inc.)
• Inventors: Rogers, James S., DeRosa, Samantha A.
• Application Number:
  US14/295,865
• Publication Number:
  US 20150356475A1
• Time in Patent Office: Days
• US Class Current: 1/1
• CPC Class Codes: G06Q 10/0633 Workflow analysis
• CPC Class Codes: G06Q 40/08 Insurance

Abstract

Embodiments provide a method for giving feedback for insurance workflow optimization. The method may include an easy to understand indication, e.g., a visual such as a light bulb that changes hue, which is representative of a metric regarding how workflows are being managed. In an example embodiment, insurance agent data submissions may be processed to categorize each of the plurality of insurance agent data submissions, e.g., as preferred workflow type and non-preferred workflow type. On this basis, a metric may be determined to reflect a proportion of preferred workflow type and non-preferred workflow type in the insurance agent data submissions received. This metric may in turn be formed into an instruction that reflects the metric, with the instruction being communicated to a device at an insurance agency, e.g., a device including a light bulb of changing hue that provides an indication of the metric. Other aspects are described and claimed.

Claims

1. A system providing feedback for insurance workflow optimization, comprising:

a database;

a network interface;

a processor operatively connected to the database and the network interface; and

a memory that stores instructions executable by the processor to;

receive, over a network connection facilitated by the network interface, a plurality of insurance agent data submissions;

process, using the processor, the plurality of insurance agent data submissions to categorize each of the plurality of insurance agent data submissions;

the plurality of insurance agent data submissions being further processed to assign a type to each of the plurality of insurance agent data submissions, where the type is selected from the group of preferred agency management system type and non-preferred carrier proprietary portal type;

determine, using the processor, a metric to reflect a proportion of workflow types of the plurality of insurance agent data submissions;

form, using the processor, an instruction that reflects the metric; and

communicate, using a network connection facilitated by the network interface, the instruction to a device at an insurance agency;

wherein the instruction includes information to direct the device of an insurance agency to provide an indication of the metric.

2. The system of claim 1, wherein the instruction is formed such that it is keyed to a hue representative of the metric.

3. The system of claim 2, wherein the instruction is formed such that it is keyed to a light bulb hue representative of the metric.

4. The system of claim 3, wherein the instruction is formed such that it automatically modifies a light bulb hue representative of the metric.

5. The system of claim 1, wherein the instruction includes information to direct a device screen to display an icon representative of the metric.

6. The system of claim 1, wherein the icon is a virtual light bulb.

7. The system of claim 1, wherein processing further comprises separating a group of the plurality of insurance agent data submissions based on agency origin.

8. The system of claim 7, wherein the metric reflects an agency specific proportion.

9. The system of claim 8, wherein the agency specific proportion is scaled based on performance of a geographic region.

10. A method of providing feedback for insurance workflow optimization, comprising:

receiving, over a network connection, a plurality of insurance agent data submissions;

processing, using a processor of an insurance carrier device, the plurality of insurance agent data submissions to categorize each of the plurality of insurance agent data submissions;

the processing further including assigning a type to each of the plurality of insurance agent data submissions, where the type is selected from the group of preferred workflow type and non-preferred workflow type;

determining, using a processor of an insurance carrier device, a metric to reflect a proportion of preferred workflow type and non-preferred workflow type of the plurality of insurance agent data submissions;

form, using a processor of an insurance carrier device, an instruction that reflects the metric; and

communicating, using a network connection, the instruction to a device at an insurance agency

wherein the instruction includes information to direct the device of an insurance agency to provide an indication of the metric.

11. The method of claim 10, wherein the instruction is formed such that it is keyed to a hue representative of the metric.

12. The method of claim 11, wherein the instruction is formed such that it is keyed to a light bulb hue representative of the metric.

13. The method of claim 12, wherein the instruction is formed such that it automatically modifies a light bulb hue representative of the metric.

14. The method of claim 10, wherein the instruction includes information to direct a device screen to display an icon representative of the metric.

15. The method of claim 10, wherein the icon is a virtual light bulb.

16. A system providing feedback for insurance workflow optimization, comprising:

an insurance carrier device, comprising;

a database;

a network interface;

a processor operatively connected to the database and the network interface; and

a memory that stores instructions executable by the processor to;

receive, over a network connection facilitated by the network interface, a plurality of insurance agent data submissions;

process, using the processor, the plurality of insurance agent data submissions to categorize each of the plurality of insurance agent data submissions;

the plurality of insurance agent data submissions being further processed to assign a type to each of the plurality of insurance agent data submissions, where the type is selected from the group of preferred workflow type and non-preferred workflow type;

determine, using the processor, a metric to reflect a proportion of preferred workflow type and non-preferred workflow type of the plurality of insurance agent data submissions;

form, using the processor, an instruction that reflects the metric; and

communicate, using a network connection facilitated by the network interface, the instruction to a device at an insurance agency;

wherein the instruction includes information to direct the device of an insurance agency to provide an indication of the metric.

17. The system of claim 16, wherein the device of an insurance agency comprises a wirelessly controlled light bulb;

wherein the instruction is formed such that it automatically modifies the wirelessly controlled light bulb hue according to the metric.

18. The system of claim 16, wherein the device of an insurance agency comprises a mobile device;

wherein the instruction is formed such that it automatically modifies a visual graphic provided on a display of the mobile device.

19. The system of claim 16, wherein the device of an insurance agency comprises a group device;

wherein the instruction is formatted such that it automatically modifies a visual indicator of the group device.

20. The system of claim 16, wherein the insurance carrier device communicates the instruction according to a rule selected from the group of continuous communication and intermittent communication.