Interactive systems and methods for insurance-related activities

摘要

Systems and methods for performing insurance related activities are provided. Software can be implemented to provide an application that includes an interactive interface for use by insurance professionals in managing clients, marketing insurance, and storing information. The application can include multiple layers directed to particular stages of the insurance-client relationship. Aggregation services can also be incorporated into the application. Interactive insurance-and-client specific display pages can be incorporated to aid in understanding a client's current insurance information and to generate presentations. “Value” calculators may be implemented to illustrate a comparison of a client's current level of protection to a client's current financial state. Interactive tools for evaluating a customer's financial condition during retirement and how life insurance affects a customer's financial condition are also provided.

主权项

1. A method of providing an interactive financial planning tool with a personal biography section, comprising:
receiving a user request, wherein the user request triggers the display of a corresponding personal biographical information collection page, wherein the corresponding personal biographical information collection page provides one or more input areas, wherein the one or more input areas includes one or more selection tools configured to receive user input; receiving user input that results from user interaction with at least one of the input areas or at least one of the selection tools, wherein at least a portion of the user input is representative of a user's attitude toward financial decisions associated with a particular financial domain; generating a personal financial biography report using a computer, wherein at least one portion of the personal financial biography report is associated with a particular financial domain, wherein the at least one portion includes information that describes a user's attitude toward at least one financial decision; and, providing the generated personal financial biography report for display on a client device.