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公开(公告)号：US20210027389A1
公开(公告)日：2021-01-28
申请号：US17067941
申请日：2020-10-12
发明人： John H. Jenkins , Andrew J. Feit , Christina M. Boring , Chadd Eugene Grove , Brent D. Hellewell , Beth Craig , Kevin Stuepfert , Robert S. Loy , Scott M. Wirtjes , Scott E. Lackey , Manuela Holt , David Kuriyan Schuster , Jeremy M. Miller
IPC分类号： G06Q40/08
摘要： A computer-implemented method for facilitating handling of a call from an insurance customer regarding a loss event includes presenting to a user, by a workbench application executing on a computing device, one or more notes fields in which free-form text may be entered by the user on a user interface display presented on one or more display screens, receiving, via an input device and the user interface display, free-form text that the user entered in at least one of the one or more notes fields, analyzing the received free-form text to identify one or more keywords having relevance to the loss event, communicating loss report information to a loss reporting tool via an API, the loss report information including the one or more identified keywords, and automatically populating, by the loss reporting tool, one or more loss reporting fields using the loss report information.
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2.发明申请公开(公告)号：US20150199764A1
公开(公告)日：2015-07-16
申请号：US14152016
申请日：2014-01-10
IPC分类号： G06Q40/08
CPC分类号： G06Q40/08
摘要： The present disclosure generally relates to systems and methods for automatically updating data representative of insurance related information. In particular, the present disclosure relates to systems and methods for automatically updating data representative of insurance related information based on data, representative of desired updates, entered by a customer and data representative of update rules. The data representative of desired updates may be compared to the data representative of the update rules to generate updates to data representative of insurance related information.
摘要翻译： 本公开通常涉及用于自动更新代表保险相关信息的数据的系统和方法。 特别地，本公开涉及用于基于表示由客户输入的期望更新的数据和表示更新规则的数据自动更新代表保险相关信息的数据的系统和方法。 可以将代表期望更新的数据与表示更新规则的数据进行比较，以生成代表保险相关信息的数据的更新。
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3.发明申请公开(公告)号：US20210264523A1
公开(公告)日：2021-08-26
申请号：US14723030
申请日：2015-05-27
IPC分类号： G06Q40/08 , G06F3/0484
摘要： A method, system and computer-readable medium facilities presenting insurance data within an interactive pictorial user-interface. An insurance customer provides a log-in to the system and objects comprising insurance data corresponding to the customer are retrieved. The objects may represent insureds, family members, insurance policies (e.g., auto, home, life), insurance claims, and/or other items, and may be icons or photos, for example. A determination may be made of a pictorial, graphical, and/or virtual representation of each of the one or more objects. Another determination may be made regarding the relationships between the one or more objects. A size and/or arrangement of the pictorial representation of the objects may be determined based upon the determined relationships. The objects are then displayed via a client device as an interactive pictorial user-interface. The user-interface may include various views, such as customer-centric, insurance policy-centric, insurance claim-centric, and/or loss report-centric views, displays, graphical depictions, or summaries.
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公开(公告)号：US10832329B1
公开(公告)日：2020-11-10
申请号：US14881482
申请日：2015-10-13
发明人： John H. Jenkins , Andrew J. Feit , Christina M. Boring , Chadd Eugene Grove , Brent D. Hellewell , Beth Craig , Kevin Stuepfert , Robert S. Loy , Scott M. Wirtjes , Scott E. Lackey , Manuela Holt , David Kuriyan Schuster , Jeremy M. Miller
IPC分类号： G06Q40/08
摘要： In a computer-implemented method for facilitating handling, by a user of a computing device, of a call from an insurance customer regarding a loss event, an interactive search display may be provided. A set of one or more search terms entered by the user may be used to perform a search of one or more databases storing policy information. A set of results and an interactive control may be presented to the user. The results may include an entry for a first person. A particular relationship between the first person and the loss event, specified by the user via the interactive control, and information associated with the first person, may be used to cause loss report information to be automatically added to one or more loss reporting fields. The loss report information may be caused to be stored in a claims database as a part of a loss report record.
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公开(公告)号：US20220414787A1
公开(公告)日：2022-12-29
申请号：US17900021
申请日：2022-08-31
发明人： John H. Jenkins , Andrew J. Feit , Christina M. Boring , Chadd Eugene Grove , Brent D. Hellewell , Beth Craig , Kevin Stuepfert , Robert S. Loy , Scott M. Wirtjes , Scott E. Lackey , Manuela Holt , David Kuriyan Schuster , Jeremy M. Miller
IPC分类号： G06Q40/08
摘要： A computer-implemented method includes presenting, by a workbench application, a first user interface that includes a notes field in which free-form text may be entered by the user, receiving, by the workbench application, free-form text that the user entered in the notes field, analyzing, by the workbench application, the free-form text to identify relevant keyword(s), and presenting a second user interface for a data reporting application. The method also includes identifying, by the workbench application, one or more data entry fields of the second user interface corresponding to the keyword(s), automatically populating, by the workbench application and via an API, the one or more data entry fields of the second user interface based upon the one or more keywords, and causing, by the workbench application via the API, the linked data reporting application to store data for the one or more data entry fields in a data storage record.
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公开(公告)号：US11468517B2
公开(公告)日：2022-10-11
申请号：US17067941
申请日：2020-10-12
发明人： John H. Jenkins , Andrew J. Feit , Christina M. Boring , Chadd Eugene Grove , Brent D. Hellewell , Beth Craig , Kevin Stuepfert , Robert S. Loy , Scott M. Wirtjes , Scott E. Lackey , Manuela Holt , David Kuriyan Schuster , Jeremy M. Miller
摘要： A computer-implemented method for facilitating handling of a call from an insurance customer regarding a loss event includes presenting to a user, by a workbench application executing on a computing device, one or more notes fields in which free-form text may be entered by the user on a user interface display presented on one or more display screens, receiving, via an input device and the user interface display, free-form text that the user entered in at least one of the one or more notes fields, analyzing the received free-form text to identify one or more keywords having relevance to the loss event, communicating loss report information to a loss reporting tool via an API, the loss report information including the one or more identified keywords, and automatically populating, by the loss reporting tool, one or more loss reporting fields using the loss report information.
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公开(公告)号：US10832328B1
公开(公告)日：2020-11-10
申请号：US14881474
申请日：2015-10-13
发明人： John H. Jenkins , Andrew J. Feit , Christina M. Boring , Chadd Eugene Grove , Brent D. Hellewell , Beth Craig , Kevin Stuepfert , Robert S. Loy , Scott M. Wirtjes , Scott E. Lackey , Manuela Holt , David Kuriyan Schuster , Jeremy M. Miller
IPC分类号： G06Q40/08
摘要： In a computer-implemented method for facilitating handling, by a user of a computing device having one or more display screens and an input device, of a call from an insurance customer regarding a loss event, one or more notes fields in which text may be entered by the user are presented to the user, text that the user entered in at least one of the one or more notes fields is received, the received text is analyzed to identify one or more keywords having potential relevance to the loss event, the identified keyword(s) is/are used to cause loss report information to be automatically added to one or more loss reporting fields provided by a loss reporting tool, and the loss report information is caused to be stored in a claims database as a part of a loss report record associated with the loss event.
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8.发明授权公开(公告)号：US10262376B1
公开(公告)日：2019-04-16
申请号：US15620908
申请日：2017-06-13
摘要： The present disclosure generally relates to systems and methods for automatically updating data representative of insurance related information. In particular, the present disclosure relates to systems and methods for automatically updating data representative of insurance related information based on data, representative of desired updates, entered by a customer and data representative of update rules. The data representative of desired updates may be compared to the data representative of the update rules to generate updates to data representative of insurance related information.
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公开(公告)号：US11908021B2
公开(公告)日：2024-02-20
申请号：US17900021
申请日：2022-08-31
发明人： John H. Jenkins , Andrew J. Feit , Christina M. Boring , Chadd Eugene Grove , Brent D. Hellewell , Beth Craig , Kevin Stuepfert , Robert S. Loy , Scott M. Wirtjes , Scott E. Lackey , Manuela Holt , David Kuriyan Schuster , Jeremy M. Miller
IPC分类号： G06Q40/08
CPC分类号： G06Q40/08
摘要： A computer-implemented method includes presenting, by a workbench application, a first user interface that includes a notes field in which free-form text may be entered by the user, receiving, by the workbench application, free-form text that the user entered in the notes field, analyzing, by the workbench application, the free-form text to identify relevant keyword(s), and presenting a second user interface for a data reporting application. The method also includes identifying, by the workbench application, one or more data entry fields of the second user interface corresponding to the keyword(s), automatically populating, by the workbench application and via an API, the one or more data entry fields of the second user interface based upon the one or more keywords, and causing, by the workbench application via the API, the linked data reporting application to store data for the one or more data entry fields in a data storage record.
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公开(公告)号：US20210264533A1
公开(公告)日：2021-08-26
申请号：US16668951
申请日：2019-10-30
发明人： Andrew J. Feit , Scott E. Lackey , Christina M. Boring , Katrina Weisiger , Erin Josephine Jacoby Easter , David Kuriyan Schuster , Chadd Eugene Grove , Diane Michele Hrabik , Tracy Elaine Jones
IPC分类号： G06Q40/08
摘要： The present embodiments relate to enhancing the online customer experience and handling of auto, home, and/or other insurance claims. A website and/or graphical user interface may offer customers clear instruction on what is needed from them to process their claim. An online self-service channel may allow an insurance customer to access claim status information. The online self-service channel may provide “My Action Items” list functionality for customers, such that they become aware of pending items on their claim(s) which require action on their part to expedite the claim process, such as uploading photos, forms, or receipts. The actions items may be automatically created, such as by a server or electronic claim system tracking the progress of an insurance claim. The self-service channel may include an indication that the customer has completed the action item, and an indication that the insurance provider has confirmed the completion of the customer's action item.
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