US Patent No: 7,640,176
Number of patents in Portfolio can not be more than 2000
Insurance agent contact system
Stats
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Dec 29, 2009
Issued date -
May 20, 1999
filing date -
09/315,141
serial no -
In Force
status
Importance
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Abstract
An online insurance information system comprises an insurance quoting system, an agent contact system, agent systems, and customer systems. The agent contact system comprises a customer interfacing subsystem, a create contact engine, an agent interfacing subsystem, and a process contact engine. The customer interfacing subsystem is coupled to the quoting system and to a given one of the customer systems for receiving an online indication by a given customer of a desire to pursue a policy with a given agent. The given customer comprises a given contact. The create contact engine identifies the given agent system and saves in a database local to the agent contact system a personal insurance profile and contact information corresponding to the given customer. The agent interfacing subsystem coupled to the given agent system receives an online indication by the given agent of a desire to view, print, or modify the contact information. The process contact engine contacts the given agent system with information regarding the given contact, and accesses and modifies the contact information in accordance with online indications made by the agent.
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First Claim
Related Publications
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International Classification(s)
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Cited Art
| Patent Info | (Count) | # Cites | Year |
|---|---|---|---|
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| 5,231,571 Personal financial assistant computer method | 178 | 1990 | |
| 5,606,496 Personal assistant computer method | 109 | 1995 | |
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| 6,697,824 Relationship management in an E-commerce application framework | 283 | 1999 | |
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| 6,138,139 Method and apparatus for supporting diverse interaction paths within a multimedia communication center | 295 | 1998 | |
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| 5,809,478 Method for accessing and evaluating information for processing an application for insurance | 231 | 1995 | |
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| 5,806,042 System for designing and implementing bank owned life insurance (BOLI) with a reinsurance option | 129 | 1995 | |
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| 5,414,621 System and method for computing a comparative value of real estate | 105 | 1992 | |
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| 6,199,099 System, method and article of manufacture for a mobile communication network utilizing a distributed communication network | 379 | 1999 | |
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| 5,429,506 Method of computerized administration of a life insurance plan using computerized administration supervisory system | 40 | 1993 | |
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Patent Citation Ranking
Maintenance Fees
| Fee | Large entity fee | small entity fee | micro entity fee | due date |
|---|---|---|---|---|
| 3.5 Year Payment | $1600.00 | $800.00 | $400.00 | Jun 29, 2013 |
| 7.5 Year Payment | $3600.00 | $1800.00 | $900.00 | Jun 29, 2017 |
| 11.5 Year Payment | $7400.00 | $3700.00 | $1850.00 | Jun 29, 2021 |
| Fee | Large entity fee | small entity fee | micro entity fee |
|---|---|---|---|
| Surcharge - 3.5 year - Late payment within 6 months | $160.00 | $80.00 | $40.00 |
| Surcharge - 7.5 year - Late payment within 6 months | $160.00 | $80.00 | $40.00 |
| Surcharge - 11.5 year - Late payment within 6 months | $160.00 | $80.00 | $40.00 |
| Surcharge after expiration - Late payment is unavoidable | $700.00 | $350.00 | $175.00 |
| Surcharge after expiration - Late payment is unintentional | $1,640.00 | $820.00 | $410.00 |