System, method and software application for accessing and processing information
View Patent ↗The present invention relates generally to systems, methods and software applications for storing, retrieving, and displaying information. More particularly, the present invention relates to providing a comprehensive, interactive tool for storing, retrieving, and displaying agent identifying information and agent commission information. The method of the present invention comprises the steps of: receiving agent identifying information and agent commission information; analyzing and sorting the received agent identifying information and agent commission information; saving the agent identifying information and the agent commission information; providing an interactive display of the agent identifying information and the agent commission information; providing interactive access to a display of detailed agent identifying information; and providing interactive access to a display of detailed agent commission information.
1. A method for enabling interactive access to and verification of agent commission information using a data processor, said method comprising the steps of:
receiving, by the data processor, agent identifying information and agent commission information, wherein said agent identifying information comprises at least one selected from the group consisting era name, an address, and a telephone number;
analyzing and sorting, by the data processor, the received agent identifying information and agent commission information;
saving, by the data processor, the agent identifying information and the agent commission information;
providing an interactive display, by the data processor, of the agent identifying information and the agent commission information;
providing interactive access, by the data processor, to a display of detailed agent identifying information; and
providing interactive access, by the data processor, to a display of detailed agent commission information;
wherein the detailed agent identifying information or the detailed agent commission information is sorted and searchable by the following hyperlinks: agent name, policy/account, client, product, estimated gross commission and estimated procurement date;
and
activating a policy/account link, by the data processor, wherein the activation of the policy/account link generates a paid and pending commission report comprising particulars on policy number, client name, product, company, issue date, estimated commission procurement date, face amount, premium, premium mode, issue age, split %, commissionable amount, estimated gross commission and reference number.
2. The method of claim 1 , wherein said agent identifying information further comprises: a writing code.
3. The method of claim 2 , wherein said detailed agent commission information comprises: policy information; and commission detail information.
4. The method of claim 3 , wherein said policy information comprises:
a policy number;
a client name;
a product name;
a company name; and
art issue date.
5. The method of claim 4 , wherein said commission detail information comprises:
an estimated commission processing date for a commission;
a face amount of a policy;
a premium for a policy;
a mode for the premium of a policy; and
an issue age of a policy.
6. A non-transitory computer readable medium including a software application for enabling interactive access to and verification of agent commission information, said software application comprising:
one or more instructions for receiving agent identifying information and agent commission information, wherein said agent identifying information comprises at least one selected from the group consisting of a name, an address, and a telephone number;
one or more instructions for analyzing and sorting the received agent identifying information and agent commission information;
one or more instructions for saving the agent identifying information and the agent commission information;
one or more instructions for providing an interactive display of the agent identifying information and the agent commission information,
one or more instructions for providing interactive access to a display of detailed agent identifying information; and
one or more instructions for providing interactive access to a display of detailed agent commission information;
wherein the detailed agent identifying information or the detailed agent commission information is sorted and searchable by the following hyperlinks: agent name, policy/account, client, product, estimated gross commission and estimated procurement date; and
one or more instructions for activating a policy/account view by selecting a policy/account hyperlink, wherein the activation of the policy/account view generates a paid and pending commission report comprising particulars on policy number, client name, product, company, issue date, estimated commission procurement date, face amount, premium, premium mode, issue age, split %, commissionable amount, estimated gross commission and reference number.
7. The computer readable medium of claim 6 , wherein said agent identifying information further comprises: a writing code.
8. The software application of claim 7 , wherein said detailed agent commission information comprises: policy information; and commission detail information.
9. The software application of claim 8 wherein said policy information comprises:
a policy number;
a client name;
a product name;
a company name; and
an issue date.
10. The software application of claim 8 , wherein said commission detail information comprises: an estimated commission processing date for a commission; a face amount era policy; a premium for a policy; a mode for the premium of a policy; and an issue age era policy.
11. A server system for enabling interactive access to and verification of agent commission information, said system comprising:
a receiving element that receives agent identifying information and agent commission information, wherein said agent identifying information comprises at least one selected from the group consisting era name, an address, and a telephone number;
a processing element that analyzes and sorts the received agent identifying information and agent commission information;
a saving element for saving the agent identifying information and the agent commission information;
a displaying element that provides an interactive display of the agent identifying information and the agent commission information;
a first interface element that provides interactive access to a display of detailed agent identifying information; and
a second interface element that provides interactive access to a display of detailed agent commission information;
wherein the detailed agent identifying information or the detailed agent commission information is sorted and searchable by the following hyperlinks: agent name, policy/account, client, product, estimated gross commission and estimated procurement date; and
activating a policy/account link, wherein the activation of the policy/account link generates a paid and pending commission report comprising particulars on policy number, client name, product, company, issue date, estimated commission procurement date, face amount, premium, premium mode, issue age, split %, commissionable amount, estimated gross commission and reference number.
12. The system of claim 11 , wherein said agent identifying information further comprises: a writing code.
13. The system of claim 11 , wherein said detailed agent commission information comprises: policy information; and commission detail information.
14. The system of claim 13 wherein said policy information comprises: a policy number; a client name; a product name; a company name; and an issue date.
15. The system of claim 13 , wherein said commission detail information comprises:
an estimated commission processing date for a commission; a face amount of a policy; a premium for a policy; a mode for the premium of a policy; and an issue age of a policy.
16. The method of claim 1 wherein said agent identifying information includes a name, an address, and a telephone number.
17. The computer readable medium of claim 6 wherein said agent identifying information includes a name, an address, and a telephone number.
18. The method of claim 1 , wherein the detailed commission information comprises a gross commission.
19. The computer readable medium including a software application of claim 6 , wherein the detailed commission information comprises a gross commission.
20. The system of claim 11 , wherein the detailed commission information comprises a gross commission.
21. A method for enabling interactive access to and verification of agent commission information using a data processor, said method comprising the steps of:
receiving; by the data processor, agent identifying information and agent commission information, wherein said agent identifying information comprises at least one selected from the group consisting of a name, an address, and a telephone number;
analyzing and sorting, by the data processor, the received agent identifying information and agent commission information;
saving, by the data processor, the agent identifying information and the agent commission information;
providing an interactive display, by the data processor, of the agent identifying information and the agent commission information;
providing interactive access, by the data processor, to a display of detailed agent identifying information; and
providing interactive access, by the data processor, to a display of detailed agent commission information;
wherein the detailed agent identifying information or the detailed agent commission information is sorted and searchable by the following hyperlinks: agent name, policy/account, client, product, estimated gross commission and estimated procurement date;
and
activating a policy/account link, by the data processor, wherein the activation of the policy/account link generates a paid and pending commission report comprising particulars on policy number, client name, product, company, issue date, estimated commission procurement date, face amount, premium, premium mode, issue age, split %, commissionable amount, estimated gross commission and reference number.