IP Library Granted Patent US 10,475,126
Granted Patent B1
US 10,475,126 · App. 14/107,994 · Granted Nov 12, 2019

Insurance quote system

Inventors: Timothy L Clegg (Gilbert, AZ); Bart Jarman (Gilbert, AZ); John Lopez (Tucson, AZ)
Assignee: Little Bear Enterprises, LLC
G06Q40/08
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Quick Facts
Patent No.
US 10,475,126
App. No.
14/107,994
Granted
Nov 12, 2019
Kind
B1
Abstract

An insurance quote system includes a database server, a web server and an insurance broker operatively coupled together. A plurality of insurance carrier computers are coupled with the web server through a telecommunication channel. A first computer interface of the insurance broker computer includes a data entry window having a plurality of data entry fields configured to receive data inputs including an insurance carrier identifier, an insurance form identifier, an insurance endorsement identifier, an insurance coverage issue, and a status score for the insurance coverage issue. A second computer interface includes a quote viewing window, and a third computer interface includes a form selection window configured to allow the user to select a plurality of insurance form identifiers and insurance endorsement identifiers referenced in a plurality of quotes. A report generation button on the third computer interface may be selected to generate a quote report based upon the referenced identifiers.

Claims (15)

1. An insurance quote system, comprising:

a database server, a web server and an insurance broker computer operatively coupled together, the database server coupled to a database;

a plurality of insurance carrier computers coupled with the web server through a telecommunication channel;

a first computer interface displayed on a computer display coupled with the insurance broker computer, the first computer interface comprising a data entry window comprising a plurality of data entry fields configured to receive data inputs, including:

a first data entry field configured to receive an insurance carrier identifier;

a second data entry field configured to receive an identifier for one of an insurance form (insurance form identifier) and an insurance endorsement (insurance endorsement identifier);

a third data entry field configured to receive an insurance coverage issue;

a fourth data entry field configured to receive a status for the insurance coverage issue; and

a fifth data entry field configured to receive a status score for the insurance coverage issue;

wherein the insurance broker computer is configured to, in response to an input from a user, request the database server to write the data inputs to the database, and wherein the database server is configured to write the data inputs to the database in response to the request;

a second computer interface displayed on the computer display comprising a quote viewing window configured to allow the user to view a plurality of quotes received at the web server through the telecommunication channel from the plurality of insurance carrier computers; and

a third computer interface displayed on the computer display comprising a form selection window configured to allow the user to select a plurality of insurance form identifiers and insurance endorsement identifiers indicating a plurality of insurance forms and a plurality of insurance endorsements referenced in the plurality of quotes;

wherein the third computer interface comprises a report generation button configured to generate, upon selection by the user, a quote report, wherein the insurance broker computer is configured to, in response to the report generation button being selected, retrieve from the database, using the database server, a plurality of insurance coverage issues referenced in the plurality of quotes and the status score for each referenced insurance coverage issue and include, in the quote report, in a table for each referenced insurance coverage issue, the status score for that referenced insurance coverage issue.

2. The system of claim 1 , wherein the first through fifth data entry fields are further configured to edit an already received data input.

3. The system of claim 1 , wherein one or more of the first through fifth data entry fields comprises a dropdown list.

Assignments (3)
SECURITY INTEREST Recorded May 30, 2025
From: UCMP, LLC
To: BSB1 UEI SPLITTER INVESTOR, L.P.; BSB1 UEI 1-B INVESTOR, LLC
Reel/Frame 071272/0233 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jul 31, 2024
From: LITTLE BEAR ENTERPRISES, LLC
To: UCPM, LLC
Reel/Frame 068138/0168 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Dec 16, 2013
From: CLEGG, TIMOTHY L.; JARMAN, BART; LOPEZ, JOHN
To: LITTLE BEAR ENTERPRISES, LLC
Reel/Frame 031792/0705 →
Cited By (1)
US 12,223,550