Data processing: financial – business practice – management – or co – Automated electrical financial or business practice or... – Insurance
Reexamination Certificate
2006-08-25
2011-12-06
Patel, Jagdish (Department: 3693)
Data processing: financial, business practice, management, or co
Automated electrical financial or business practice or...
Insurance
C705S035000, C705S03600T
Reexamination Certificate
active
08073714
ABSTRACT:
Systems and methods for performing insurance related activities are provided. Software can be implemented to provide an application that includes an interactive interface for use by insurance professionals in managing clients, marketing insurance, and storing information. For example, a network application can be implemented that a user can access via a web browser and which is intuitive for quick comprehension and interaction by users. The application can include multiple layers directed to particular stages of the insurance-client relationship. The application can include a workflow wizard to aid the user in managing and maintaining client information and tracking progress. Aggregation services can also be incorporated into the application. Interactive insurance-and-client specific display pages can be incorporated to aid in understanding a client's current insurance information and to generate presentations. “Value” calculators may be implemented to illustrate a comparison of a client's current level of protection to a client's current financial state.
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Chandler Sara
McGuire Woods LLP
Patel Jagdish
The Guardian Life Insurance Company of America
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