Insurance coverage management system

摘要

A coverage management system is described herein that enables an insurance agent and an insured party to engage in a streamlined insurance procurement process. The coverage management system facilitates generation of interactive insurance-related documents, provides mechanisms to interact with the documents, and optimizes agent-insured interaction via the insurance-related documents.

主权项

1. A method, comprising:
receiving, at a server apparatus, from a first user terminal associated with a first user, information for storage on a non-transitory, computer-readable medium of the server apparatus as an insurance-related document; notifying a second user of receipt, by the server apparatus, of the insurance-related document from the first user terminal; receiving, at the server apparatus, a request from a second user terminal, associated with the second user, to view the insurance-related document; transmitting a representation of the insurance-related document to the second user terminal for display on a user interface of the second user terminal; monitoring interactions with the insurance-related document by the second user via the user interface of the second user terminal; and notifying the first user of the interactions monitored.