Systems and methods for identifying and ranking successful agents based on data analytics
View Patent ↗A system and a method for identifying and ranking agents are disclosed herein. The system includes an analytics engine which retrieves information from external and internal databases. The analytics engine uses the information retrieved from these databases, in addition to one or more success factors or key attributes, to identify and rank prospective agents. The analytics engine can also match one or more prospective agents with a general agent and provide ranking and performance assessment reports for evaluating and following up on the agent's career development.
1. A computer-implemented method comprising:
executing, by a profile analyzer module of the analytics engine server, an algorithm based on a plurality of key attributes for predicting a likelihood of success for a prospective or current agent, wherein the algorithm compares a profile record of each active agent of a plurality of active agents with each key attribute, wherein the profile record contains data populated from an internal database;
outputting, by the profile analyzer module of the analytics engine server, from the algorithm a validation score for the profile record of the active agent compared with each key attribute, wherein the validation score is based upon whether the profile record satisfies a predetermined criteria for each key attribute;
generating, by a ranking module of the analytics engine server, a weighted coefficient for the profile record based on the validation score, wherein the weighted coefficient is a summation of validation scores for the comparison of each key attribute of the profile record of each active agent;
determining, by the ranking module of the analytics engine server, whether the weighted coefficient satisfies a predetermined threshold that indicates a likelihood of success of each active agent of the plurality of active agents;
generating, by the ranking module of the analytics engine server, a listing of active agents from the plurality of active agents having a weighted coefficient that satisfies the predetermined threshold;
marking, by the ranking module of the analytics engine server, each profile record of active agents of the plurality of active agents that do not have a weighted coefficient that satisfies the predetermined threshold; and
transmitting, by the analytics engine server, the listing of each active agent having the weighted coefficient that satisfies the predetermined threshold and a listing of each active agent that does not have a weighted coefficient that satisfies the predetermined threshold to a general agent associated with an attribute of the plurality of active agents.
2. The method according to claim 1 , wherein the internal database comprises historical performance data of active agents.
3. The method according to claim 1 , wherein the key attribute includes at least one of knowledge of the products to offer, college education, professional license, communication skills, accessibility, intelligence quotient, personality, technical ability, quality of client service, and experience.
4. The method according to claim 1 , wherein the predetermine criteria is a threshold.
5. The method according to claim 1 , further comprising generating, by a matching module of the analytic engine server, a periodic ranking report of a set of active agents based upon the weighted coefficient of each active agent.
6. The method according to claim 1 , further comprising matching, by a matching module of the analytic engine server, the profile record of the active agent having a weighted coefficient that satisfies the predetermined threshold with a profile record of a general agent.
7. A system comprising:
an analytics engine server comprising:
a profile analyzer configured to execute an algorithm based on a plurality of key attributes for predicting a likelihood of success for a prospective or current agent, wherein the algorithm compares a profile record of each active agent of a plurality of active agents with each key attribute, wherein the profile record contains data populated from an internal database; and output from the algorithm a validation score for the profile record of the active agent compared with each key attribute, wherein the validation score is based upon whether the profile record satisfies a predetermined criteria for each key attribute; and
a ranking module configured to generate a weighted coefficient for the profile record based on the validation score, wherein the weighted coefficient is a summation of validation scores for the comparison of each key attribute of the profile record of each active agent; determine whether the weighted coefficient satisfies a predetermined threshold that indicates a likelihood of success of each active agent of the plurality of active agents;
generate a listing of active agents from the plurality of active agents having a weighted coefficient that satisfies the predetermined threshold;
mark each profile record of active agents of the plurality of active agents that do not have a weighted coefficient that satisfies the predetermined threshold; and
transmit the listing of each active agent having the weighted coefficient that satisfies the predetermined threshold and a listing of each active agent that does not have a weighted coefficient that satisfies the predetermined threshold to a general agent associated with an attribute of the plurality of active agents.
8. The system according to claim 7 , wherein the internal database comprises historical performance data of active agents.
9. The system according to claim 7 , wherein the key attribute includes at least one of knowledge of the products to offer, college education, professional license, communication skills, accessibility, intelligence quotient, personality, technical ability, quality of client service, and experience.
10. The system according to claim 7 , wherein the predetermine criteria is a threshold.
11. The system according to claim 7 , further comprising a matching module of the analytic engine server configured to generate a periodic ranking report of a set of active agents based upon the weighted coefficient of each active agent.
12. The system according to claim 7 , further comprising a matching module of the analytic engine server configured to mark the profile record of the active agent having a weighted coefficient that satisfies the predetermined threshold with a profile record of a general agent.
13. A computer-implemented method comprising:
retrieving, by a profile analyzer module of an analytics engine server configured to retrieve a profile record and related data associated with an active agent from an internal database;
providing, by an attributes analyzer module of the analytics engine server configured to provide a key attribute for predicting a likelihood of success for a prospective or current agent;
comparing, by a profile analyzer of the analytics engine server configured to compare the profile record of the active agent with key attributes by applying an algorithm based on the key attribute, and configured to assign a validation score for the profile record of the active agent compared with each key attribute, wherein the validation score is based upon whether the profile record satisfies a predetermined criteria for the key attribute; and
estimating, by a ranking module of the analytics engine server configured to estimate a weighted coefficient for the profile record based on the validation score, wherein the weighted coefficient is a summation of validation scores for the comparison of each key attribute of the profile record of the active agent, configured to determine whether the weighted coefficient satisfies a predetermined threshold that indicates a likelihood of success of the active agent, configured to generate a listing of active agents having a weighted coefficient that satisfies the predetermined threshold, and configured to mark each profile record of active agents that do not have a weighted coefficient that satisfies the predetermined threshold.
14. The method according to claim 13 , wherein the internal database comprises historical performance data of active agents.
15. The method according to claim 13 , wherein the key attribute includes at least one of knowledge of the products to offer, college education, professional license, communication skills, accessibility, intelligence quotient, personality, technical ability, quality of client service, and experience.
16. The method according to claim 13 , wherein the predetermine criteria is a threshold.
17. The method according to claim 13 , further comprising a matching module of the analytic engine server configured to generate a periodic ranking report of a set of active agents based upon the weighted coefficient of each active agent.
18. The method according to claim 13 , further comprising a matching module of the analytic engine server configured to mark the profile record of the active agent having a weighted coefficient that satisfies the predetermined threshold with a profile record of a general agent.