INTEGRATED INSURANCE PRODUCT QUOTE SYSTEM AND METHOD
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United States of America Patent
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Issued Date -
Dec 22, 2016
app pub date -
Mar 14, 2014
filing date -
Mar 14, 2013
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Abstract
An integrated quote system and method for generating quotes for multiple insurance products is disclosed. Quotes for multiple insurance products are integrated into a single, easy-to-read document. In an example embodiment, an agent enters a client's personal data into a quoting tool of an agent's workbench application. The client's data is automatically applied to every insurance product or plan the agent quotes for the client or client's family. Each quoted product is assigned a quote reference number and quotes for multiple products are linked using a quote identifier. A “recalculate” option updates any relevant calculations allowing the agent to review relevant financial details before generating a final quote. Products categories may be expanded or minimized as the agent navigates through insurance offerings so that only relevant information is displayed. Additional features and functionality support an online application process for each quoted product.
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