Patent ID: 7640176
Filing Date: 2009-12-29
Classification: G06Q

Abstract:
1. In an online insurance information system comprising an insurance quoting system, an agent contact system, agent systems, and customer systems, said insurance quoting system, said agent contact system, said agent systems, and said customer systems being separate and remote from each other, said agent contact system comprising: a customer interfacing subsystem, coupled to said insurance quoting system and to a given customer system of said customer systems, for presenting on said given customer system plural different agents representative of different insurance companies from which to choose, the different agents comprising separate agent systems, and for receiving an online indication by a given customer of a desire to pursue a policy with a given agent, said given customer comprising a given contact; a create contact engine for identifying a given agent system and saving in a database local to said agent contact system a personal insurance profile and contact information corresponding to said given customer; an agent interfacing subsystem coupled to said given agent system for receiving an online indication by said given agent of a desire to view, print, or modify said contact information; and a process contact engine for contacting said given agent system with information regarding said given contact, and for accessing and modifying said contact information in accordance with online indications made by said given agent.