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System for registering insurance transactions and communicating with a home office

  • US 5,903,873 A
  • Filed: 05/31/1996
  • Issued: 05/11/1999
  • Est. Priority Date: 05/31/1996
  • Status: Expired due to Term
First Claim
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1. A system for registering insurance transactions and communicating the insurance transactions to a home office, said system comprising:

  • at least one portable computer including a display screen, data storage means for holding insurance information pertaining to a plurality of insurance customers, a computer processor, and a manual input unit, said at least one portable computer being programmed to receive queries from an insurance agent via said manual input unit and, in response to said queries, to display agent-selected portions of said insurance information, said at least one portable computer being further programmed to receive agent transaction information from the insurance agent via said manual input unit and to register said agent transaction information;

    a communication interface for transmitting said agent transaction information to the home office and for receiving from the home office updated insurance information which said computer processor uses to alter the insurance information in said data storage means;

    wherein said at least one portable computer is further programmed to prevent permanent alteration of insurance information within said data storage first location via said manual input unit and is programmed to alter the insurance information within said data storage first location only in response to updated insurance information from the home office; and

    wherein said at least one portable computer is further programmed to operate in a route list planning mode during which said display screen visually presents at least a portion of a first list and at least a portion of a second list;

    said first list including customer information sorted according to one of a plurality of different sorting arrangements;

    said second list containing only customer information as selected from the first list by the insurance agent;

    said at least one portable computer being further programmed to recognize and execute commands from the insurance agent via said manual input unit directing said computer processor to move selected customer information from the first list to the second list.

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