US Patent:
20060136274, Jun 22, 2006
Inventors:
Lyle Olivier - North Ridgeville OH, US
Al Eskanazy - Roslyn Harbor NY, US
Denise Careri - Palisades Park NJ, US
Frank Intoci - West Islip NY, US
Robert Goldfarb - North Massapequa NY, US
David Perish - Cleveland OH, US
International Classification:
G06Q 40/00
Abstract:
A system, method, and apparatus provides a real-time single-entry, multiple company interface (SEMCI) that allows users to complete applications via in an automated and efficient manner. data is collected in standard forms and stored in a database managed by a Managing General Agency (MGA). Underwriting personnel at the MGA can also enter client data on behalf of a User or unregistered Broker in a variety of scenarios. The Underwriter processes the application by performing real-time rating, binding, and policy issuance functions. Documents are communicated automatically using built-in communications functions. Automated system generated notes, non-automated user generated notes, and tracking and information control panels are provided. Automated reassignment of pending matters is enabled. Automated Endorsement, Renewal Application and Cancellation Request management systems exist. Online enrollment and re-authentication systems provide access to the data entry forms and document repository to retrieve and manage client information.