摘要 |
An online insurance information system comprises an insurance quoting system (22), an agent contact system (12), agent systems (16), and customer systems (14). The agent contact system (12) comprises a customer interfacing subsystem, a create contact engine, an agent interfacing system, and a process contact engine. The customer interfacing system is coupled to the quoting system and to a given one of the customer systems (14) for receiving an online indication by a given customer of a desire to pursue a policy with a given agent. The given customer comprises a given contact. The create contact engine identifies the given agent system and saves in a database local to the agent contact system a personal insurance profile and contact information corresponding to the given customer. |
申请人 |
INTUIT INSURANCE SERVICES;ALDRICH, STEVEN, P.;MCCRERY, MARK, T.;LIGIER, SLAWEK, I.;FROEMLING, TIMOTHY, J.;FETROW, ADRIENNE |
发明人 |
ALDRICH, STEVEN, P.;MCCRERY, MARK, T.;LIGIER, SLAWEK, I.;FROEMLING, TIMOTHY, J.;FETROW, ADRIENNE |