| 摘要 |
The invention relates to a system and method that allows for the insurance adjuster to manage, schedule, route, track income, and track expenses for multiple insurance companies or multiple independent adjusting firms handling claims for multiple insurance companies. More specifically, a scheduler uses a specialized interface to manage insurance companies, insurance adjustment firms, adjusters, schedulers, homeowners, and scheduled appointments. An administrator may oversee the entire system, and a plurality of schedulers may utilize the same system to manage and schedule appointments for many independent insurance claims adjusters investigating claims for different insurance companies. The invention automates and streamlines the claims adjustment scheduling process and provides the user with an all in one solution for scheduling insurance claims adjustment appointments. |
| 主权项 |
1) A method for scheduling and managing insurance loss events, the method comprising:
a) creating a first entity record associated with a first entity and a second entity record associated with a second entity; b) within one or both of the first entity record and the second entity record associating the first entity with the second entity; c) associating a set of scheduling rules with the second entity; d) generating an appointment record comprising a set of appointment information and a set of claim information, and associating the appointment record, the set of appointment information, and the set of claim information with a third entity; e) associating the appointment record with the second entity; f) automatically generating by a computer a set of scheduling information, the set of scheduling information based on the set of scheduling rules associated with the second entity and the appointment information and associating the set of scheduling information with the appointment record; g) automatically generating by a computer a set of routing information based on the set of scheduling information and a set of routing preferences; and h) generating a signal for displaying information comprising the appointment record on a display associated with the first entity or the second entity. |
