US 10,832,329 B1Granted

Search tool for improved workflow efficiency for insurance claim associates

AssigneeState Farm Mutual Automobile Insurance Company

InventorsJohn H. Jenkins, Andrew J. Feit, Christina M. Boring, Chadd Eugene Grove, Brent D. Hellewell, Beth Craig, Kevin Stuepfert, Robert S. Loy, Scott M. Wirtjes, Scott E. Lackey, Manuela Holt, David Kuriyan Schuster, Jeremy M. Miller

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Abstract

In a computer-implemented method for facilitating handling, by a user of a computing device, of a call from an insurance customer regarding a loss event, an interactive search display may be provided. A set of one or more search terms entered by the user may be used to perform a search of one or more databases storing policy information. A set of results and an interactive control may be presented to the user. The results may include an entry for a first person. A particular relationship between the first person and the loss event, specified by the user via the interactive control, and information associated with the first person, may be used to cause loss report information to be automatically added to one or more loss reporting fields. The loss report information may be caused to be stored in a claims database as a part of a loss report record.

Claims14

Dependent claims

A non-transitory, computer-readable medium storing instructions of a workbench application that is configured to, when executed by a computing device:

present an interactive search display that includes a search field for entering search terms;
perform, using a search engine and a set of one or more search terms entered in the search field by a user, a search of one or more databases that collectively store policy information for a plurality of insurance policies;
present to the user, via the interactive search display,
(i) a set of results corresponding to information returned by the search of the one or more databases, the set of results including an entry for a first person associated with at least one of the plurality of insurance policies, and
(ii) an interactive control associated with the entry for the first person;
receive a user input, from the user via the interactive control, specifying a particular relationship between the first person and a loss event;
identify, based upon the particular relationship, one or more loss reporting fields of a loss reporting tool that is configured to store loss report records for loss events in a claims database;
and
communicate with the loss reporting tool to automatically populate the one or more loss reporting fields with information associated with the entry for the first person.

6 more elements

A method comprising:

presenting, by a workbench application executing on a computing device, an interactive search display that includes a search field for entering search terms;
performing, by the workbench application and using a search engine and a set of one or more search terms entered in the search field by a user, a search of one or more databases that collectively store policy information for a plurality of insurance policies;
presenting to the user, by the workbench application and via the interactive search display,
(i) a set of results corresponding to information returned by the search of the one or more databases, the set of results including an entry for a first person associated with at least one of the plurality of insurance policies, and
(ii) an interactive control associated with the entry for the first person;
receiving a user input, by the workbench application and from the user via the interactive control, specifying a particular relationship between the first person and a loss event;
identifying, by the workbench application and based upon the particular relationship, one or more loss reporting fields of a loss reporting tool that is configured to store loss report records for loss events in a claims database;
and
communicating, by the workbench application, with the loss reporting tool to automatically populate the one or more loss reporting fields with information associated with the entry for the first person.

6 more elements

Dependencies are inferred from the claim text.