| 主权项 |
1. A computer-implemented method for creating a bundle of different insurance policies for a particular customer based on data corresponding to the particular customer, the method comprising:
receiving, via a computer network, survey data that includes data corresponding to the particular customer including responses to demographics questions and insurance coverage questions; comparing, with one or more processors, the received survey data to historical customer data, wherein historical customer data includes information corresponding to a plurality of customers of an insurance provider; creating, with one or more processors, a similar customer list based on the comparison of the received survey data to the historical customer data, the similar customer list including a one or more customers from the historical customer data that each correspond to one or more insurance policies purchased by the corresponding customer; identifying, with one or more processors, one or more insurance bundles, each insurance bundle including at least two insurance policies, wherein the insurance policies of the insurance bundle correspond to insurance policies purchased by one or more customers of the similar customer list; determining a relevance to the particular customer for each of the one or more insurance bundles, wherein determining the relevance to the particular customer includes analyzing the similar customer list to determine one or more of popularity among the similar customer list of the one or more insurance policies that comprise each insurance bundle, or price of the insurance bundle; and presenting the insurance bundles for one or more of a purchasing operation or an editing operation, wherein presenting the insurance bundles includes presenting a plurality of insurance bundles in a list sorted by the determined relevance to the particular customer, and wherein relevance to the particular customer further includes a correspondence of the plurality of insurance bundles to the survey data. |
