发明名称 System and method for online agency
摘要 The present disclosure describes novel systems and methods for a customer to receive information and/or purchase a product or service while interacting with multiple vendors through a single contact/agency. The customer is able to communicate with the agency through a variety of communication modes. The agency adapts the customer's input as necessary to meet the requirements of the vendors and the agency returns information to the customer so that the customer can conveniently interact with the multiple vendors. The systems and methods allow for the customer to stop and restart the process at various points using any of the communication modes. The agency has the ability to present the customer with prospecting, sales, service, upgrades, cross-sells, and other pre- and post-purchase services at the single point-of-contact agency.
申请公布号 US8793147(B2) 申请公布日期 2014.07.29
申请号 US201213468249 申请日期 2012.05.10
申请人 Branch Banking and Trust 发明人 Bradshaw Brandon H.;Nester, II Kenneth Gray;Velett Gregory
分类号 G06Q40/00;G06Q20/00 主分类号 G06Q40/00
代理机构 Duane Morris LLP 代理人 Duane Morris LLP
主权项 1. A method for providing information from a business to a customer for assisting the customer in choosing a product, the method comprising the steps of: (a) receiving from a customer a first set of information regarding a product, wherein the first set of information is received via a first computer interface communicating with the customer over a computer network; (b) providing a second set of information to the customer via said first computer interface based on the received first set of information; (c) receiving first customer data regarding said product; (d) processing, using a microprocessor, the first customer data, wherein the first processed customer data is formatted in a first data format for a first one of a plurality of product providers, and wherein the first processed customer data is formatted in a second data format for a second one of the plurality of product providers, wherein said first and second data formats are different; (e) sending the processed first customer data to each of the plural product providers via a second computer interface; (f) receiving, via said second computer interface, a reply from each of the plural product providers in response to the processed first customer data; (g) determining, individually, if the reply from each of the plural product providers includes first product data: (A) if so, formatting the first product data into a predetermined format;(B) if not: (1) sending to the customer a notification that no product data was received;(2) receiving and processing third customer data regarding the product, and wherein the third processed customer data is formatted in the first data format for the first one of a plurality of product providers, and wherein the first processed customer data is formatted in the second data format for the second one of the plurality of product providers, and sending the processed third customer data to each of the plural product providers; and(3) receiving first product data from each of the plural product providers; and sending, via said first computer interface, the first product data to said customer; (h) receiving, via said first computer interface, a product choice and second customer data regarding the product choice from the customer in response to said first product data from one of the plural product providers; (i) processing, using said microprocessor, the second customer data; (j) sending, via said second computer interface, the processed second customer data to said one of the plural product providers and receiving from said one of the plural product providers, via the second computer interface, second product data in response to the processed second customer data; (k) processing, using said microprocessor, the second product data; and (l) sending the processed second data, via said first computer interface, to the customer.
地址 Raleigh NC US