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Systems and methods for automated phone conversation analysis

  • US 8,326,643 B1
  • Filed: 08/28/2006
  • Issued: 12/04/2012
  • Est. Priority Date: 08/28/2006
  • Status: Active Grant
First Claim
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1. A non-transitory computer-readable storage medium comprising instructions for storing and recalling insurance company call center phone conversations comprising:

  • instructions for analyzing a phone conversation between a customer and an agent of the insurance company call center in real time utilizing voice recognition techniques;

    instructions for identifying attributes of the phone conversation while utilizing the voice recognition techniques during the phone conversation, wherein the attributes are associated with customer relations management (CRM) information and include key words or phrases spoken during the phone conversation by at least the customer calling the call center;

    instructions for tagging the phone conversation with the attributes to enable access to specific locations within the phone conversation;

    instructions for analyzing the attributes to determine whether to notify the agent to offer the customer a product;

    instructions for storing said tagged phone conversation;

    instructions for receiving and storing user inputs specifying business rules which identify life event parameters associated with customer demand for insurance policy products and services, wherein a life event is defined as a change in status of an insurance customer related to a need for new or additional insurance products or services;

    instructions for receiving user input selecting at least one of said tagged attribute;

    instructions for retrieving at least one of the phone conversations based upon said user input;

    instructions for retrieving CRM data associated with the customer who engaged in the phone conversation, wherein the CRM data includes life events; and

    instructions for analyzing the at least one phone conversation based upon said CRM data and said business rules.

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