发明名称 METHOD AND SOFTWARE FOR GENERATING REMINDER MESSAGES FOR INSURANCE PRODUCT LEADS
摘要 A method and a software product for generating reminders for a customer. Customer information, including a customer contact and a future date for contacting the customer, is received through a user interface in combination with a data processor. The customer information is stored in a database in communication with the data processor. The data processor automatically generates a reminder at the future date or at a predetermined time prior to the future date to allow for contacting the customer at the future date or at the predetermined time prior to the future date.
申请公布号 US2012303424(A1) 申请公布日期 2012.11.29
申请号 US201113117899 申请日期 2011.05.27
申请人 LUNDSTROM BRETT E.;LUNDSTROM INSURANCE AGENCY, INC. 发明人 LUNDSTROM BRETT E.
分类号 G06Q30/00;G06Q10/00 主分类号 G06Q30/00
代理机构 代理人
主权项
地址