PROCESSES AND SYSTEMS FOR DIRECT MARKETING INSURANCE PRODUCTS WITH VOICE RESPONSE UNIT TO CLOSE SALE THEREOF
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United States of America Patent
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-
N/A
Issued Date -
Feb 12, 2009
app pub date -
Aug 7, 2007
filing date -
Aug 7, 2007
priority date (Note) -
Abandoned
status (Latency Note)
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Abstract
The invention provides a method and apparatus for the sale of insurance products using a telemarketing system combined with a voice response unit (“VRU”) housed at a licensed agency to efficiently offer, make, and close the sale of insurance products. The direct marketing process includes providing a lead file to an agency, operating a dialer from the agency to call a consumer, obtaining an indication of interest in an insurance product using an unlicensed agent, and passing the consumer to a VRU housed in a licensed agency to offer and close sale using a pre-approved script. Also, the apparatus for direct marketing of insurance products includes an outbound autodialer, a VRU at a licensed agency, telephonic or computer interfaces, and related connection equipment.
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