公开(公告)号：US20060265254A1

公开(公告)日：2006-11-23

申请号：US10908596

申请日：2005-05-18

申请人： CARL WITKOWSKI ,  JOHN RICHARDSON ,  LISA THOMPSON ,  VICTOR AMBRUSO

发明人： CARL WITKOWSKI ,  JOHN RICHARDSON ,  LISA THOMPSON ,  VICTOR AMBRUSO

IPC分类号： G06Q40/00

CPC分类号： G06Q40/08 ,  G06Q10/10

摘要： A client-server system (Agency Service Center) for facilitating business-to-business transactions between an insurance carrier and an independent insurance agency is provided. The system obviates the need for client configuration and is comprised of a web-based interface that provides for self-service online access to a server-side object repository storing insurance policy information. Simultaneous access to a common object repository storing policy information enables a server machine to mirror access granted to a client machine such that users at both computer workstations/terminals are provided an identical view of the accessed data. Also provided are customized commission schedules are generated for a client insurance agency. Also provided is an automated visit process to pending claims and insurance policies upon which activity is required; an insurance carrier sends a message through the Agency Service Center to prompt an agent at an insurance agency to perform the necessary actions on an indicated policy or claim.

摘要翻译： 提供了一种客户服务器系统（代理服务中心），用于促进保险公司与独立保险机构之间的业务往来交易。 该系统避免了对客户端配置的需要，并且包括基于web的接口，其提供对存储保险单信息的服务器端对象库的自助在线访问。 存储策略信息的公共对象存储库的同时访问使得服务器机器能够镜像授予客户端机器的访问权限，从而使两台计算机工作站/终端上的用户都能访问所访问数据的相同视图。 还提供了为客户保险机构定制的佣金计划。 还提供了对需要进行活动的未决索赔和保险单的自动访问流程; 保险公司通过原子能机构服务中心发送消息，促使保险机构的代理人对指定的政策或要求进行必要的行动。