Patent ID: 11954632
Assignee: ALLSTATE INSURANCE COMPANY
Field: IT methods for management (Electrical engineering)
Classification: CPC G | IPC G

Claim 14:
15. A non-transitory, processor-readable storage medium storing computer-executable instructions that are executable to:
generate an electronic, interactive roadmap interface comprising a plurality of separately-selectable sub-interfaces, each of the plurality of separately-selectable sub-interfaces corresponding to a different part of an agency planning process;
receive a selection of a first sub-interface of the plurality of separately-selectable sub-interfaces;
in response to the selection of the first sub-interface, generate a first user input display comprising at least one field;
modify at least one field in a second user input display different from the first user input display, based on input into the at least one field of the first user input display;
determine a plurality of agency planning attributes based on the input in the at least one field of the first user input display, wherein the determination of the plurality of agency planning attributes comprises computer-executable instructions that are further executable to:
calculate a current financial trajectory based on stored financial data input in the at least one field of the first user input display, wherein the current financial trajectory comprises a projection of future financial data over time;
identify other similar agencies based on gross revenue, number of employees, annual expenses, or annual growth;
benchmark owner agency performance against the other similar agencies, wherein the owner agency benchmark comprises a comparison of agency owner time commitment, operating expenses, acquisition expenses, retention costs, debt, or total expenses over revenue; and
calculate an optimal state for each of the plurality of agency planning attributes based on the current financial trajectory and the benchmark;

display a new business opportunity sub-interface in at least one other field of the second user input display, the new business opportunity sub-interface indicating one or more business investment options identified based on the optimal state calculated for each of the plurality of agency planning attributes; and
display a deep dive sub-interface, the deep dive sub-interface comprising a graphical variance analysis of selected expenses of an owner□s agency as compared to other similar agencies.