IP Library › Granted Patent US 10,841,425
Granted Patent B1
US 10,841,425 · App. 14/844,076 · Granted Nov 17, 2020

Systems and methods for electronically predicting future customer interactions

Inventors: Guy R. Langley (San Antonio, TX); Jason W. Lindley (Schertz, TX); Donald H. Griffin, Jr. (San Antonio, TX); Steven R. Wilson (San Antonio, TX); Elizabeth Garretson (Fair Oaks Ranch, TX); Ryan R. Barth (San Antonio, TX); Francisco A. Duran (San Antonio, TX); Ann C. Tarrillion (San Antonio, TX); David W. Roberts (Helotes, TX)
Assignee: United Services Automobile Association
H04M3/5183H04M3/5141
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Quick Facts
Patent No.
US 10,841,425
App. No.
14/844,076
Granted
Nov 17, 2020
Kind
B1
Abstract

A computer-implemented method and system for streamlining interactions between a customer and a company representative. Information related to a customer is received by a company representative. A predicted future action by the customer is then calculated by a computer process wherein the calculation is based on the received information. The predicted future action is then caused to be displayed on a computer operated by a representative of the company. A conversation plan may be generated according to the information and a business rule which may be displayed on the representative's computer.

Claims (22)

1. A computer-implemented method for streamlining interactions between a customer and a company representative comprising:

receiving information related to the customer during customer interaction with the company representative;

determining, via a processor, a predicted future action by the customer, wherein the calculation is based on the received information; and

displaying the predicted future action on a computer operated by a representative of the company; and

generating a plurality of conversation topics configured to be displayed to the company representative wherein each conversation topic includes customized dialogue for the company representative based upon customer interaction with the company representative, wherein the conversation topics include: 1) a question for the representative of the company to ask relating to the determined predicted future action; 2) a topic to be raised by the representative of the company to ask relating to the determined predicted future action; and 3) discussion of a recent change to the customer's family determined from the customer interaction with the company representative; and

displaying each of the plurality of conversation plans based in-part upon the determined predicted future action by the customer on the representative's computer such that the company representative selects one or more of the displayed customized conversation topics to be added to a conversation plan to be discussed with the customer wherein each of the plurality of conversation topics are accompanied by an add to conversation button displayed on a display of the representative of the company.

2. The computer-implemented method of claim 1 , the method further comprising:

receiving, in response to receiving selections from the customer in the customer's phone call, chat, SMS, video, click to see, email (any form of communication between member and MSR) input related to the selections;

generating, according to the selections, an updated conversation plan; and

displaying the updated conversation plan on the representative's computer.

3. The computer-implemented method of claim 1 , wherein the conversation plan displayed on the representative's computer includes a topic with a computerized link, the method further comprising:

receiving by the representative's computer, notification of activation of the link; and

in response to receiving the notification, initiating execution of a computerized action associated with the link.

4. The computer-implemented method of claim 1 , wherein the calculation of the predicted future action is based on a business rule.

5. The computer-implemented method of claim 1 , wherein the predicted future action includes at least two predicted future actions, the method further comprising:

prioritizing among the at least two predicted future actions; and

displaying the prioritization on the representative's computer.

6. The computer-implemented method of claim 1 , wherein the received information includes a recent interaction between the customer and the company, the method further comprising recommending the predicted future action to the customer.

7. The computer-implemented method of claim 6 , wherein the recent interaction includes a communication from the customer to the company and the predicted future action is at least partially based on an experience level of the representative.

8. The computer-implemented method of claim 6 , wherein the recent interaction includes an instance of the customer researching information on a website operated by the company.

9. The computer-implemented method of claim 6 , wherein the recent interaction includes the customer enrolling in a service offered by the company.

10. The computer-implemented method of claim 6 , wherein the customer is engaged with for a service with the company, and wherein the recent interaction includes the customer changing a setting of the service.

Assignments (1)
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Sep 17, 2015
From: LANGLEY, GUY R., MR.; LINDLEY, JASON W., MR.; GRIFFIN, DONALD H., JR., MR.; WILSON, STEVEN R., MR.; GARRETSON, ELIZABETH, MS.; BARTH, RYAN R., MR.; DURAN, FRANCISCO A., MR.; TARRILLION, ANN C., MR.; ROBERTS, DAVID W., MR.
To: UNITED SERVICES AUTOMOBILE ASSOCIATION
Reel/Frame 036591/0753 →
Continuity (1)
Provisional Application 62050885 · Sep 16, 2014
Cited By (3)
US 12,271,848 US 12,381,983 US 12,395,588