Persistent sales agent for complex transactions

Details Persistent sales agent for complex transactions Persistent sales agent for complex transactions

2009-04-30

2011-11-15

Hamilton, Lalita (Department: 3691)

Data processing: financial, business practice, management, or co

Automated electrical financial or business practice or...

Insurance

C705S035000

Reexamination Certificate

active

08060386

ABSTRACT:
The present invention includes systems and methods employing branded virtual characters across multiple network platforms throughout various stages of complex transactions (eg, selling insurance). These characters initially engage prospective customers on a network platform, such as a social network, and persist over time across other network platforms (eg, university and company websites) to educate consumers until they are ready to purchase—from their “trusted advisor”—particular products and services offered by various providers. Even after completing transactions, these characters continue to provide various services, such as notifying a customer whose circumstances have changed of a relevant product or service, while remaining available to answer questions and provide information upon demand. By employing a semi-automated model, the system of the present invention can answer many questions via predetermined vignettes and automated answers generated by expert systems, while still utilizing live human experts (often transparently) when necessary.

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patent: 2008/0319786 (2008-12-01), Stivoric et al.
Numbers Game Kathleen Joyce. Promo. Danbury: Nov. 2005. vol. 18, Iss. 12; p. 7.
ADS is witness to new growth; [1 Edition] Darran Gardner. Sunday Herald. Glasgow (UK): Jul. 21, 2002. p. 6.

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