APPARATUS, METHOD AND ARTICLE TO AUTOMATE AND MANAGE ELECTRONIC DOCUMENTS IN A NETWORKED ENVIRONMENT

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United States of America Patent

APP PUB NO 20130282406A1
SERIAL NO

13451136

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ATTORNEY / AGENT: (SPONSORED)

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Abstract

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Systems and methods automate and manage electronic communications in the insurance industry, particularly between agents/brokers and insurance companies/insurers. Such include a collaboration environment to collaborate on electronic documents and messages. A user interface may selectively present changes to electronic documents (e.g., forms) to underwriters based on a number of criteria. Criteria may include a status of a job (e.g., proposal for a policy) for the respective underwriter. Changes to proposed policy terms, conditions and forms may be eliminated for underwriters who have either declined to underwrite the policy or have already been bound for the policy. Underwriters conveniently have access to correspondence and electronic documents on a policy-by-policy or consumer-by-consumer basis.

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Patent Owner(s)

Patent OwnerAddress
VERTAFORE INC999 18TH STREET SUITE 400 DENVER CO 80202

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Inventor(s)

Inventor Name Address # of filed Patents Total Citations
Finch, Steven Preston Tampa, US 1 28
Hawes,, II Lloyd Sutton Seattle, US 4 84
Long, Hon Seng Redmond, US 4 84
Snyder, Eric William Sammamish, US 4 84

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