System for registering insurance transactions and communicating

Data processing: financial – business practice – management – or co – Automated electrical financial or business practice or... – Insurance

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Details

705 2, 705 3, 705 9, 705 10, 705 11, G06F19/00

Patent

active

059038730

ABSTRACT:
A system for registering insurance transactions and communicating the insurance transactions to a home office computer, preferably on a nightly basis. The system includes a plurality of communications interfaces and portable computers assigned to respective insurance agents, each of the portable computers including a display screen, data storage element for holding insurance information pertaining to a plurality of insurance customers, a computer processor, and a manual input unit. Each of the portable computers is programmed to receive queries from its respective insurance agent and, in response to the queries, to display agent-selected portions of the insurance information. Each of the portable computers is further programmed to receive agent transaction information from its respective insurance agent and to register the agent transaction information for subsequent transmission to the home office computer. Preferably, each portable computer is associated with one of a plurality of insurance districts and the system further includes a district office computer assigned to each insurance district. Each district office computer preferably operates in much the same way as the portable computer, although it is not necessary that the district office computers perform all of the same functions as the portable computers. Each district office computer also performs additional reporting functions and contains copies of all the information processed by the home office which is contained in the portable computers assigned to its district.

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