Qualified and targeted lead selection and delivery system
First Claim
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1. A system comprising:
- a central processing unit (CPU);
at least one input user interface module connected to the CPU, at least one said module comprising means for inputting lead management data for operation upon by the CPU, and means for inputting lead selection parameters for operation upon by the CPU;
a set of functional modules to be executed by the CPU, wherein a first functional module comprises a system security capability, a second functional module comprises a lead management capability, and a third functional module comprises a lead selection capability;
CPU means responsive to an input user request comprising at least one of lead management data and lead selection parameters, the CPU means responding to said request by executing at least of one of the first, second, and third functional modules for generating information comprising at least one of a set of candidate leads and signification of a request; and
means connected to the CPU for outputting the information to an output user interface.
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Abstract
The present invention comprises a system dedicated to computerized information management. In particular, the system is efficiently targeted for employment by industries such as insurance and financial services where it is of interest to effect integrated prospect selection and management. To this end, the present invention can prevent multiple agents from pursuing the same lead at the same time, while collecting data on effectiveness of leads from agents to thereby enhance the quality of prospect information, as well as providing a capability so that an individual agent can tailor particular lead selection preferences.
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Citations
16 Claims
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1. A system comprising:
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a central processing unit (CPU); at least one input user interface module connected to the CPU, at least one said module comprising means for inputting lead management data for operation upon by the CPU, and means for inputting lead selection parameters for operation upon by the CPU; a set of functional modules to be executed by the CPU, wherein a first functional module comprises a system security capability, a second functional module comprises a lead management capability, and a third functional module comprises a lead selection capability; CPU means responsive to an input user request comprising at least one of lead management data and lead selection parameters, the CPU means responding to said request by executing at least of one of the first, second, and third functional modules for generating information comprising at least one of a set of candidate leads and signification of a request; and means connected to the CPU for outputting the information to an output user interface. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13)
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14. A lead management system, comprising:
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a central processing unit (CPU); means connected to the CPU for inputting lead management data; means for inputting lead selection parameters for searching said lead management data, wherein said CPU responds to a request for leads tailored to inputted selection parameters by searching said lead management data and outputting selected information to an output user interface; and means for enforcing predetermined business rule parameters, wherein said business rule parameters comprise a time interval for a selected lead in which no client contact is initiated.
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15. A lead management system comprising:
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a central processing unit (CPU); means connected to the CPU for inputting lead management data; and means for inputting lead selection parameters for searching said lead management data, wherein said CPU responds to a request for leads tailored to inputted selection parameters by searching said lead management data and outputting selected information to an output user interface, wherein an input customer profile is selectively entered by an individual sales agent, and said lead management capability supplies a best match output of a customer profile.
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16. A lead management system comprising:
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a central processing unit (CPU); means connected to the CPU for inputting lead management data; and means for inputting lead selection parameters for searching said lead management data, wherein said CPU responds to a request for leads tailored to inputted selection parameters by searching said lead management data and outputting selected information to an output user interface, and wherein said lead selection capability is for supporting a sales agent and to provide leads on an as-needed basis such that when said agent looks for new customers, said agent inputs through said means for inputting lead selection parameters for requesting leads that best fit what said agent desires.
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Specification