Patent ID: 8335701

Claim:
A method, comprising: storing, by a computing device, placement information for insurance policies placed with multiple insurance companies; receiving, by the computing device, a request from a first one of the insurance companies for data corresponding to a first subset of the insurance policies meeting policy criteria selection information, wherein at least a portion of the policy criteria selection information is unique to the first insurance company; determining, by the computing device, a second subset of the first subset of insurance policies that are one of (a) scheduled to expire within a predetermined time frame, (b) scheduled to renew within the predetermined time frame and (c) scheduled for submission to insurance companies; within the predetermined time frame; determining, by the computing device, historical information for the first subset of insurance policies including performance metrics for the first insurance company and performance metrics for other insurance companies from the multiple insurance companies, corresponding to the participation of or results of the insurance companies in various stages of the sales process for insurance policies in the first subset; and providing insurance policy data for the second subset of insurance policies and the historical information to the first insurance company, wherein the insurance policy data and historical information is organized based on the policy criteria selection information received from the first insurance company.