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公开(公告)号：US10922759B1
公开(公告)日：2021-02-16
申请号：US16575853
申请日：2019-09-19
Inventor： Arlene Serapin , Pawn Johnson-Paul , Robert Albert , Twanna Edwards , Tracy Warne , Lisa Bianco , Elizabeth Orzolek , Mark R. Yoder , David B. Christensen , Dustin Mardis , Benjamin R. Murphy
Abstract: A computer-implement method may bundle insurance and financial products, and visually depict a current status for an application for each product within the bundle, such as applications related auto, home, life, or renters insurance, and/or vehicle loans. In one aspect, the method may determine a standard status icon or message for each product. A data server may receive a customer identification and selection of a first product offered, and determine a context of an application for the first product, wherein the context represents a state of progress of the application for the first product, and determine a standard status of the application corresponding to the context. The status is selected from a group of statuses standardized across two or more product lines sold by the company. The data server may further generate a status message including the status of the application and transmit the status message to a client device.
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公开(公告)号：US10482537B2
公开(公告)日：2019-11-19
申请号：US14723739
申请日：2015-05-28
Inventor： Arlene Serapin , Pawn Johnson-Paul , Robert Albert , Twanna Edwards , Tracy Warne , Lisa Bianco , Elizabeth Orzolek , Mark R. Yoder , David B. Christensen , Dustin Mardis , Benjamin R. Murphy
Abstract: A computer-implement method may bundle insurance and financial products, and visually depict a current status for an application for each product within the bundle, such as applications related auto, home, life, or renters insurance, and/or vehicle loans. In one aspect, the method may determine a standard status icon or message for each product. A data server may receive a customer identification and selection of a first product offered, and determine a context of an application for the first product, wherein the context represents a state of progress of the application for the first product, and determine a standard status of the application corresponding to the context. The status is selected from a group of statuses standardized across two or more product lines sold by the company. The data server may further generate a status message including the status of the application and transmit the status message to a client device.
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公开(公告)号：US20160071220A1
公开(公告)日：2016-03-10
申请号：US14723739
申请日：2015-05-28
Inventor： Arlene Serapin , Pawn Johnson-Paul , Robert Albert , Twanna Edwards , Tracy Warne , Lisa Bianco , Elizabeth Orzolek , Mark R. Yoder , David B. Christensen , Dustin Mardis , Benjamin R. Murphy
CPC classification number: G06Q40/08 , G06Q30/0222
Abstract: A computer-implement method may bundle insurance and financial products, and visually depict a current status for an application for each product within the bundle, such as applications related auto, home, life, or renters insurance, and/or vehicle loans. In one aspect, the method may determine a standard status icon or message for each product. A data server may receive a customer identification and selection of a first product offered, and determine a context of an application for the first product, wherein the context represents a state of progress of the application for the first product, and determine a standard status of the application corresponding to the context. The status is selected from a group of statuses standardized across two or more product lines sold by the company. The data server may further generate a status message including the status of the application and transmit the status message to a client device.
Abstract translation: 计算机实施方法可以捆绑保险和金融产品，并且可视地描述捆绑中的每个产品的应用的当前状态，例如与应用相关的汽车，家庭，生活或租赁者保险和/或车辆贷款。 在一个方面，该方法可以确定每个产品的标准状态图标或消息。 数据服务器可以接收所提供的第一产品的客户识别和选择，并且确定第一产品的应用的上下文，其中上下文表示第一产品的应用的进展状态，并且确定第一产品的标准状态 应用程序对应于上下文。 该状态是从公司销售的两个或多个产品线标准化的一组状态中选择的。 数据服务器还可以生成包括应用的状态的状态消息并将状态消息发送到客户端设备。
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