发明名称 SYSTEM AND METHOD FOR GENERATING A CUSTOMIZED PROPOSAL IN THE DEVELOPMENT OF INSURANCE PLANS
摘要 A method for generating a customized proposal in the development of insurance plans for a customer is provided. Customer data is stored within a database in a computer system. This database has stored insurance plan products. A description of insurance plan options available to the customer is displayed on a display device based upon the stored customer data and user selected plan options obtained from an input device. A customized proposal is generated based upon a selection made from the presented insurance plan options. The customized proposal includes a description of an insurance plan, at least a portion of the customer data, and estimated costs for the insurance plan. In addition, a computer system and a computer program product readable by a computer system having computer-executable instructions that when executed cause a processor of a computer system to perform this method are provided.
申请公布号 US2011301984(A1) 申请公布日期 2011.12.08
申请号 US201113102001 申请日期 2011.05.05
申请人 JOHNSON JEROME DALE;MEHR DALE ARTHUR;FISEL BRYAN 发明人 JOHNSON JEROME DALE;MEHR DALE ARTHUR;FISEL BRYAN
分类号 G06Q40/00;G06Q30/00 主分类号 G06Q40/00
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