IP Library Patent Application 13399607
Patent Application
App. No. 13/399,607

SYSTEM, METHOD AND SOFTWARE APPLICATION FOR ACCESSING AND PROCESSING INFORMATION

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Quick Facts
Patent No.
US None
App. No.
13/399,607
Abstract

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.

Claims (39)

1 .- 18 . (canceled)

19 . 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 hyperlinks;

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 at least one of 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.

20 . The method of claim 19 , wherein said agent identifying information further comprises: a writing code.

21 . The method of claim 20 , wherein said detailed agent commission information comprises: policy information; and commission detail information.

22 . The method of claim 21 , wherein said policy information comprises: a policy number;

a client name;

a product name;

a company name; and art issue date.

23 . The method of claim 22 , 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.

24 . 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 hyperlinks; 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 at least one of 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.

25 . The computer readable medium of claim 24 , wherein said agent identifying information further comprises: a writing code.

26 . The software application of claim 25 , wherein said detailed agent commission information comprises: policy information; and commission detail information.

27 . The software application of claim 26 , wherein said policy information comprises:

a policy number; a client name;

a product name;

a company name; and

an issue date.

28 . The software application of claim 26 , 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.

Assignments (3)
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jul 8, 2015
From: YOUNG, FREELAND GLEN, III; DIETRICH, LIANE; GARLAND, DIANA H.; EDWARDS, LEE
To: GE FINANCIAL ASSURANCE HOLDINGS, INC.
Reel/Frame 036020/0499 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jul 8, 2015
From: GE FINANCIAL ASSURANCE HOLDINGS, INC.
To: GENWORTH FINANCIAL, INC.
Reel/Frame 036020/0779 →
MERGER Recorded May 23, 2013
From: GENWORTH FINANCIAL, INC.
To: GENWORTH HOLDINGS, INC.
Reel/Frame 030485/0945 →