System and method for automatically assigning a customer call to an agent

Number of patents in Portfolio can not be more than 2000

United States of America

PATENT NO 11936818
SERIAL NO

18121812

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Abstract

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Systems and methods described herein can automatically route an inbound call from an identified customer to one of a plurality of agents, the agent being selected on the basis of likelihood of a favorable outcome. The method determines a predictive model appropriate for the identified customer, with model variables including call center data, and targeted marketing data based upon risk data for the customer. An analytical engine calculates outcome predictions by applying the predictive model to values of model variables over a recent time interval. In a time-series analysis, this calculation is repeated while dynamically adjusting the recent time interval, until identifying a call routing option that satisfies a favorable outcome criterion. This method may be used to select the agent to handle the incoming call, and optionally to select a product for that agent to discuss with the identified customer.

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Patent Owner(s)

  • MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY

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Inventor(s)

Inventor Name Address # of filed Patents Total Citations
Merritt, Sears Groton, US 50 228

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