Insurance coverage management system
First Claim
Patent Images
1. A coverage management system, comprising:
- an interface configured to couple the coverage management system to a network;
a processor; and
a computer-readable storage medium having stored thereon computer-executable modules that, when executed by the processor, carry out operations of the coverage management system, wherein the computer-readable storage medium comprises;
a core module configured to receive a set of insurance coverage options selected by at least one of an insurance agent or a client of the insurance agent, to generate an interactive insurance document based on the set of insurance coverage options, to monitor input received on the interactive insurance document, and to associate input received on the interactive insurance document with the interactive insurance document;
a data management module configured to manage information retained on the computer-readable storage medium, wherein the information includes at least the interactive insurance document and input received on the interactive insurance document; and
a notification module configured to transmit a notification to one of the insurance agent or the client via the interface, the notification being in response to generation of the interactive insurance document or receipt of input on the interactive insurance document.
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Abstract
A coverage management system is described herein that enables an insurance agent and an insured party to engage in a streamlined insurance procurement process. The coverage management system facilitates generation of interactive insurance-related documents, provides mechanisms to interact with the documents, and optimizes agent-insured interaction via the insurance-related documents.
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Citations
16 Claims
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1. A coverage management system, comprising:
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an interface configured to couple the coverage management system to a network; a processor; and a computer-readable storage medium having stored thereon computer-executable modules that, when executed by the processor, carry out operations of the coverage management system, wherein the computer-readable storage medium comprises; a core module configured to receive a set of insurance coverage options selected by at least one of an insurance agent or a client of the insurance agent, to generate an interactive insurance document based on the set of insurance coverage options, to monitor input received on the interactive insurance document, and to associate input received on the interactive insurance document with the interactive insurance document; a data management module configured to manage information retained on the computer-readable storage medium, wherein the information includes at least the interactive insurance document and input received on the interactive insurance document; and
a notification module configured to transmit a notification to one of the insurance agent or the client via the interface, the notification being in response to generation of the interactive insurance document or receipt of input on the interactive insurance document. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12)
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13. A non-transitory computer-readable storage medium having stored thereon computer-executable instructions that, in response to execution, cause a computing device to perform operations, said operations comprising:
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transmitting a first user interface, to a first user, including a plurality of insurance coverage options which are selectable by the first user; receiving a set of insurance coverage options selected by the first user via the first user interface; generating an interactive insurance document based on the set of insurance coverage options selected by the first user; notifying a second user that the interactive insurance document is generated; transmitting, to the second user upon request, a second user interface that displays the generated interactive insurance document; recording interactions of the second user with the interactive insurance document via the second user interface; and notifying the first user of the interactions of the second user. - View Dependent Claims (14)
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15. A computer-implemented method, comprising:
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transmitting, from a server apparatus, a list of insurance coverage options to a first user terminal associated with a first user, for display on a user interface of the first user terminal; receiving, at the server apparatus, from the first user terminal, a set of selected insurance coverage options, wherein the set of selected insurance coverage options include one or more insurance coverage options included on the list of insurance coverage options; and generating an interactive insurance document based on the set of selected insurance coverage options received; notifying a second user of the generated interactive insurance document; receiving, at the server apparatus, a request from a second user terminal to view the interactive insurance document; transmitting, from the server apparatus to the second user terminal, the generated interactive insurance document for display on a user interface of the second user terminal; receiving, at the server apparatus from the second user terminal, input related to the interactive insurance document obtained via the user interface of the second user terminal; and notifying the first user of the input received. - View Dependent Claims (16)
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Specification