IP Library › Patent Application 17591399
Patent Application
App. No. 17/591,399

AUTOMATED SYSTEMS AND METHODS FOR MANAGING THE PLACEMENT PROCESS FOR SECURING INSURANCE COVERAGE

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Quick Facts
Patent No.
US None
App. No.
17/591,399
Abstract

Automated systems and methods for implementing and managing the submission, quote, proposal and binding stages (i.e., placement process) for securing insurance coverage.

Claims (8)

1 . A method of implementing and managing a placement process for obtaining insurance coverage, said method comprising steps of:

electronically defining at least one product for a submission quote proposal;

capturing data for a set of risk attributes from at least one form or template;

electronically grouping and organizing the set of risk attributes such that the risk attributes are mapped to provide a mapped electronic form;

rendering, in a user interface on a display device, the mapped electronic form in at least one view;

electronically capturing the set of risk attributes, by a computing device, and saving the data with a unique identification in an electronic database in an application without saving the mapped electronic form; and

generating, by the computing device, at least one electronic submission request containing the mapped electronic form and requesting a quote for insuring at least one product based on the submission quote proposal; and

delivering, from the computing device, the at least one submission quote proposal to one or more organizations capable of insuring the one or more risks.