METHOD AND SYSTEM FOR INSURANCE CLAIMS ADJUSTMENT SCHEDULING

• US 20160203443A1
• Filed: 01/12/2015
• Published: 07/14/2016
• Est. Priority Date: 01/12/2015
• Status: Active Application

• Current Assignee: Rebecca Wheeling
• Original Assignee: Rebecca Wheeling
• Inventors: Wheeling, Rebecca
• Application Number:
  US14/595,143
• Publication Number:
  US 20160203443A1
• Time in Patent Office: Days
• US Class Current: 1/1
• CPC Class Codes: G06Q 10/1095 Meeting or appointment
• CPC Class Codes: G06Q 40/08 Insurance

Abstract

The invention relates to a system and method that allows for the insurance adjuster to manage, schedule, route, track income, and track expenses for multiple insurance companies or multiple independent adjusting firms handling claims for multiple insurance companies. More specifically, a scheduler uses a specialized interface to manage insurance companies, insurance adjustment firms, adjusters, schedulers, homeowners, and scheduled appointments. An administrator may oversee the entire system, and a plurality of schedulers may utilize the same system to manage and schedule appointments for many independent insurance claims adjusters investigating claims for different insurance companies. The invention automates and streamlines the claims adjustment scheduling process and provides the user with an all in one solution for scheduling insurance claims adjustment appointments.

Claims

1. ) A method for scheduling and managing insurance loss events, the method comprising:

a) creating a first entity record associated with a first entity and a second entity record associated with a second entity;

b) within one or both of the first entity record and the second entity record associating the first entity with the second entity;

c) associating a set of scheduling rules with the second entity;

d) generating an appointment record comprising a set of appointment information and a set of claim information, and associating the appointment record, the set of appointment information, and the set of claim information with a third entity;

e) associating the appointment record with the second entity;

f) automatically generating by a computer a set of scheduling information, the set of scheduling information based on the set of scheduling rules associated with the second entity and the appointment information and associating the set of scheduling information with the appointment record;

g) automatically generating by a computer a set of routing information based on the set of scheduling information and a set of routing preferences; and

h) generating a signal for displaying information comprising the appointment record on a display associated with the first entity or the second entity.

2. ) The method of claim 1 wherein the set of routing preferences comprise appointment duration, number of appointments per day, and appointment start time.

3. ) The method of claim 1 wherein the information comprising the appointment record is displayed on a map and on a calendar on a display associated with the first entity or the second entity.

4. ) The method of claim 1 further comprising associating a set of billing information and a set of expense information with the appointment record.

5. ) The method of claim 1 wherein the appointment information comprises claim type, insurance company information, house information, damage information, mortgage company information, and availability information.

6. ) The method of claim 5 wherein the claim type is selected from the group consisting of hail, wind, tornado, fire, smoke, water, freeze, flood, commercial, or hurricane.

7. ) The method of claim 1 wherein the appointment record is associated with the second entity by the first entity.

8. ) The method of claim 1 wherein the method further comprises:

a) generating a second appointment record comprising a second set of appointment information and a second set of claim information, and associating the second appointment record, the second set of appointment information, and the second set of claim information with a fourth entity;

b) associating the appointment record with the second entity;

c) automatically generating by a computer a second set of scheduling information, the second set of scheduling information based on the set of scheduling rules associated with the second entity and the appointment information and associating the second set of scheduling information with the second appointment record;

d) wherein the automatically generating by a computer a set of routing information comprises generating the set of routing information based on the set of scheduling information, the second set of scheduling information, and a set of routing preferences; and

e) wherein the generating a signal for displaying information further comprises generating a signal for displaying information comprising both the appointment record and the second appointment record on a display associated with the first entity or the second entity

9. ) A system for scheduling and managing insurance loss events, the system comprising:

a) an appointment database and an entity database;

b) a server, the server comprising a processor and memory, the memory adapted to store a set of instruction for execution by the processor, the instructions adapted to;

i) receive a first set of information associated with a first entity and a second set of information associated with a second entity;

ii) generate a first entity record based on the first set of information and associated with the first entity and generate a second entity record based on the second set of information and associated with the second entity;

iii) store the first entity record and second entity record in the entity database;

iv) associate the first entity record with the second entity record;

v) associate a set of rules with the second entity;

vi) generate an appointment record comprising a set of appointment information and a set of claim information, and associating the appointment record, the set of appointment information, and the set of claim information with a third entity record associated with a third entity;

vii) store the appointment record in the appointment database and the third entity record in the entity database;

viii) automatically generate a set of scheduling information, the set of scheduling information based on the set of scheduling rules associated with the second entity and the appointment information, and associate the set of scheduling information with the appointment record;

ix) automatically generate a set of routing information based on the set of scheduling information and a set of routing preferences;

x) store the set of scheduling information and routing information in the appointment database; and

xi) generate a signal for displaying the set of scheduling and routing information.

10. ) The system of claim 9 wherein the set of routing preferences comprise appointment duration, number of appointments per day, and appointment start time.

11. ) The system of claim 9 wherein the instructions are further adapted to display the appointment record on a map and on a calendar.

12. ) The system of claim 9 wherein the instructions are further adapted to associate a set of billing information and a set of expense information with the appointment record.

13. ) The system of claim 9 wherein the appointment information comprises information selected from the group consisting of claim type, insurance company information, house information, damage information, mortgage company information, and availability information.

14. ) The system of claim 13 wherein the claim type is selected from the group consisting of hail, wind, tornado, fire, smoke, water, freeze, flood, commercial, or hurricane.

15. ) The system of claim 9 wherein the instructions are further adapted to:

a) generate a second appointment record comprising a second set of appointment information and a second set of claim information, and associating the second appointment record, the second set of appointment information, and the second set of claim information with a fourth entity record associated with a fourth entity;

b) store the second appointment record in the appointment database and the fourth entity record in the entity database;

c) automatically generate a second set of scheduling information, the second set of scheduling information based on the set of scheduling rules associated with the second entity and the appointment information, and associate the second set of scheduling information with the second appointment record; and

d) automatically generate a set of routing information based on the set of scheduling information, the second set of scheduling information, and a set of routing preferences.