System, method and software application for accessing and processing information

• US 8,121,871 B2
• Filed: 01/26/2001
• Issued: 02/21/2012
• Est. Priority Date: 01/26/2001
• Status: Active Grant

• Current Assignee: Genworth Holdings, Inc. (Genworth Financial Incorporated)
• Original Assignee: Genworth Financial Incorporated
• Inventors: Young, Freeland Glen III, Dietrich, Liane, Garland, Diana H., Edwards, Lee
• Primary Examiner(s): Kalinowski, Alexander
• Assistant Examiner(s): Vyas, Abhishek
• Application Number:
  US09/769,526
• Publication Number:
  US 20020103729A1
• Time in Patent Office: 4,043 Days
• Field of Search: 705/4, 705/26, 705/27, 705/1, 707/3
• US Class Current: 705/4
• CPC Class Codes: G06Q 10/06398 Performance of employee with respect to a job function
• CPC Class Codes: G06Q 10/10 Office automation; Time management
• CPC Class Codes: G06Q 10/1057 Benefits or employee welfare, e.g. insurance, holiday or retirement packages
• CPC Class Codes: G06Q 30/0247 Calculate past, present or future revenues
• CPC Class Codes: G06Q 40/08 Insurance
• CPC Class Codes: G06Q 40/12 Accounting

Abstract

The present invention relates generally to systems, methods and software applications for storing, retrieving, and displaying information. More particularly, the present invention relates to providing a comprehensive, interactive tool for storing, retrieving, and displaying agent identifying information and agent commission information. The method of the present invention comprises the steps of: receiving agent identifying information and agent commission information; analyzing and sorting the received agent identifying information and agent commission information; saving the agent identifying information and the agent commission information; providing an interactive display of the agent identifying information and the agent commission information; providing interactive access to a display of detailed agent identifying information; and providing interactive access to a display of detailed agent commission information.

Claims

1. A method for enabling interactive access to and verification of agent commission information using a data processor, said method comprising the steps of:

receiving, by the data processor, agent identifying information and agent commission information, wherein said agent identifying information comprises at least one selected from the group consisting era name, an address, and a telephone number;

analyzing and sorting, by the data processor, the received agent identifying information and agent commission information;

saving, by the data processor, the agent identifying information and the agent commission information;

providing an interactive display, by the data processor, of the agent identifying information and the agent commission information;

providing interactive access, by the data processor, to a display of detailed agent identifying information; and

providing interactive access, by the data processor, to a display of detailed agent commission information;

wherein the detailed agent identifying information or the detailed agent commission information is sorted and searchable by the following hyperlinks;

agent name, policy/account, client, product, estimated gross commission and estimated procurement date;

and

activating a policy/account link, by the data processor, wherein the activation of the policy/account link generates a paid and pending commission report comprising particulars on policy number, client name, product, company, issue date, estimated commission procurement date, face amount, premium, premium mode, issue age, split %, commissionable amount, estimated gross commission and reference number.

2. The method of claim 1, wherein said agent identifying information further comprises:

a writing code.

3. The method of claim 2, wherein said detailed agent commission information comprises:

policy information; and

commission detail information.

4. The method of claim 3, wherein said policy information comprises:

a policy number;

a client name;

a product name;

a company name; and

art issue date.

5. The method of claim 4, wherein said commission detail information comprises:

an estimated commission processing date for a commission;

a face amount of a policy;

a premium for a policy;

a mode for the premium of a policy; and

an issue age of a policy.

16. The method of claim 1 wherein said agent identifying information includes a name, an address, and a telephone number.

18. The method of claim 1, wherein the detailed commission information comprises a gross commission.

6. A non-transitory computer readable medium including a software application for enabling interactive access to and verification of agent commission information, said software application comprising:

one or more instructions for receiving agent identifying information and agent commission information, wherein said agent identifying information comprises at least one selected from the group consisting of a name, an address, and a telephone number;

one or more instructions for analyzing and sorting the received agent identifying information and agent commission information;

one or more instructions for saving the agent identifying information and the agent commission information;

one or more instructions for providing an interactive display of the agent identifying information and the agent commission information,

one or more instructions for providing interactive access to a display of detailed agent identifying information; and

one or more instructions for providing interactive access to a display of detailed agent commission information;

wherein the detailed agent identifying information or the detailed agent commission information is sorted and searchable by the following hyperlinks;

agent name, policy/account, client, product, estimated gross commission and estimated procurement date; and

one or more instructions for activating a policy/account view by selecting a policy/account hyperlink, wherein the activation of the policy/account view generates a paid and pending commission report comprising particulars on policy number, client name, product, company, issue date, estimated commission procurement date, face amount, premium, premium mode, issue age, split %, commissionable amount, estimated gross commission and reference number.

7. The computer readable medium of claim 6, wherein said agent identifying information further comprises:

a writing code.

8. The software application of claim 7, wherein said detailed agent commission information comprises:

policy information; and

commission detail information.

9. The software application of claim 8 wherein said policy information comprises:

a policy number;

a client name;

a product name;

a company name; and

an issue date.

10. The software application of claim 8, wherein said commission detail information comprises:

an estimated commission processing date for a commission;

a face amount era policy;

a premium for a policy;

a mode for the premium of a policy; and

an issue age era policy.

17. The computer readable medium of claim 6 wherein said agent identifying information includes a name, an address, and a telephone number.

19. The computer readable medium including a software application of claim 6, wherein the detailed commission information comprises a gross commission.

11. A server system for enabling interactive access to and verification of agent commission information, said system comprising:

a receiving element that receives agent identifying information and agent commission information, wherein said agent identifying information comprises at least one selected from the group consisting era name, an address, and a telephone number;

a processing element that analyzes and sorts the received agent identifying information and agent commission information;

a saving element for saving the agent identifying information and the agent commission information;

a displaying element that provides an interactive display of the agent identifying information and the agent commission information;

a first interface element that provides interactive access to a display of detailed agent identifying information; and

a second interface element that provides interactive access to a display of detailed agent commission information;

wherein the detailed agent identifying information or the detailed agent commission information is sorted and searchable by the following hyperlinks;

agent name, policy/account, client, product, estimated gross commission and estimated procurement date; and

activating a policy/account link, wherein the activation of the policy/account link generates a paid and pending commission report comprising particulars on policy number, client name, product, company, issue date, estimated commission procurement date, face amount, premium, premium mode, issue age, split %, commissionable amount, estimated gross commission and reference number.

12. The system of claim 11, wherein said agent identifying information further comprises:

a writing code.

13. The system of claim 11, wherein said detailed agent commission information comprises:

policy information; and

commission detail information.

14. The system of claim 13 wherein said policy information comprises:

a policy number;

a client name;

a product name;

a company name; and

an issue date.

15. The system of claim 13, wherein said commission detail information comprises:

an estimated commission processing date for a commission;

a face amount of a policy;

a premium for a policy;

a mode for the premium of a policy; and

an issue age of a policy.

20. The system of claim 11, wherein the detailed commission information comprises a gross commission.

21. A method for enabling interactive access to and verification of agent commission information using a data processor, said method comprising the steps of:

receiving;

by the data processor, agent identifying information and agent commission information, wherein said agent identifying information comprises at least one selected from the group consisting of a name, an address, and a telephone number;

analyzing and sorting, by the data processor, the received agent identifying information and agent commission information;

saving, by the data processor, the agent identifying information and the agent commission information;

providing an interactive display, by the data processor, of the agent identifying information and the agent commission information;

providing interactive access, by the data processor, to a display of detailed agent identifying information; and

providing interactive access, by the data processor, to a display of detailed agent commission information;

wherein the detailed agent identifying information or the detailed agent commission information is sorted and searchable by the following hyperlinks;

agent name, policy/account, client, product, estimated gross commission and estimated procurement date;

and

activating a policy/account link, by the data processor, wherein the activation of the policy/account link generates a paid and pending commission report comprising particulars on policy number, client name, product, company, issue date, estimated commission procurement date, face amount, premium, premium mode, issue age, split %, commissionable amount, estimated gross commission and reference number.