Patent ID: 8799027

Claim:
A system for matching a business to two or more insurance agents, the system comprising: at least one hardware processor; and at least one executable software module that, when executed by the at least one hardware processor, receives registration requests from a plurality of insurance agents which are not insurance carriers, for each of the plurality of insurance agents, requests an agent license information, receives an agent license information from the insurance agent, validates the agent license information, requests product information from the insurance agent, and receives the product information; receives a registration request from a business, requests tax identification information from the business, receives the tax identification information, validates the tax identification information, receives a product request from the business, the product request defining certain product information, matches the business to a subset of two or more validated ones of the plurality of insurance agents based on the certain product information and the product information each insurance agent provided, provides the product request to the subset of validated insurance agents, and creates a plurality of private collaboration areas, wherein each of the plurality of private collaboration areas links the business with a single one of the subset of validated insurance agents and is configured to facilitate one or more exchanges of information between the business and the insurance agent.