Patent ID: 10523649

Abstract:
Systems, methods, and apparatus for product and coverage review and recommendation are disclosed. An example apparatus comprises at least one processor associated with a first provider, and memory storing instructions that, when executed by the at least one processor, cause the apparatus to send an invitation to initiate a financial coverage review for one or more entities, wherein the invitation includes an electronic network link to a questionnaire location, generate, in response to detecting navigation, by an entity of the one or more entities and through the electronic network link, to the questionnaire location, a questionnaire customized to the entity by querying one or more databases to identify existing financial coverages of the entity, wherein the questionnaire comprises questions regarding the existing financial coverages of the entity, determine a plurality of financial products to recommend to the entity based on one or more responses to the questionnaire received from the entity, assign, to the plurality of financial products and based on at least one of an attribute of the entity or whether the entity currently owns a type of financial product corresponding to a first financial product of the plurality of financial products through a second provider different from the first provider, priority information.