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METHOD OF TRAINING MULTILINE INSURANCE AGENTS

  • US 20170364853A1
  • Filed: 06/20/2016
  • Published: 12/21/2017
  • Est. Priority Date: 06/20/2016
  • Status: Abandoned Application
First Claim
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1. A method of training a multiline insurance agent comprising:

  • training multiline insurance agents on having a conversation with an insured for discovering a financial situation and risks of the insured by creating a visual diagram of the financial situation and risks of the insured based on the conversation with the insured, said visual diagram comprising;

    a name of the insured at a center of the visual diagram including an income box of a household income of the insured;

    a family box branched off from the income box with a family tree of a family of the insured thereunder;

    an assets box branched off from the income box with an assets row of assets of the insured listed therein;

    wherein the family box and assets box being branched off from the income box in different directions to show the two different areas that the insured uses income for supporting family and purchasing assets;

    a risks row at the bottom of the diagram with risks of the insured listed therein; and

    a box drawn around the name, the income box, the family box with the family tree, and the assets box with the assets row, where the box provides a boundary between the risks row and the family box and the assets row.

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