US 8,799,129 B1Granted

Method for electronic display and review of a document by a plurality of parties in a predetermined order and which allows for document branding and additional documents to be added to the document based on the then current recipient and sender from the predetermined order of recipients and senders

AssigneeAplifi, Inc.

InventorsRoy A. Goodart, Greg S. Reynolds

Life of this patent

Estimating the term…

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Abstract

A software based process which includes marketing and additional documents created dynamically from templates specific to the audience reviewing and approving the policy package for further distribution, and in one non-limiting example eventually reaching the insured. In non-limiting examples, a typical distribution chain could include (1) an Insurance Provider (Carrier) to Wholesale Brokerage Agency or Broker to an Agent or Retail Agency to an Insured; (2) Insurance Provider (Carrier) to an Insured; or (3) Insurance Provider (Carrier) to a Direct Marketer to an Insured or any combination of the above.

Claims22

Dependent claims

A method for an electronic display and review of a document by a plurality of parties in a predetermined order, said method comprising the steps of:

(a) electronically receiving a document in an electronic format by a computer based system;
(b) informing the first party that the document is available for viewing and review by the first party;
(c) electronically creating one or more additional documents, wherein the one or more additional documents contain information specifically directed to the first party from the originator of the document;
(d) dynamically or manually inserting the one or more additional documents in the document such that both the document and the one or more additional documents are displayed together when displayed to the first party;
(e) if the first party approves the document, informing a second party informing the second party that the document is available for viewing and review by the second party;
(f) electronically creating one or more further additional documents;
wherein the one or more further additional documents contains information specifically directed to the second party from the first party;
and
(g) dynamically or manually inserting the one or more further additional documents in the document such that both the document and the one or more further additional documents are displayed together when displayed to the second party.

6 more elements

Dependencies are inferred from the claim text.

Facts

Application: 13/958,296Filed 2 Aug 2013 · continuation in part
Priority: 11 Dec 2009
Granted: 5 Aug 2014
Term ends: Not estimatedThe source records don’t support an estimate.

Classification5 codes

G06Q 10/10
Administration; Management: office automation; Time management
G06Q 10/103
Office automation; Time management: workflow collaboration or project management
G06Q 30/02
Commerce: marketing; Price estimation or determination; Fundraising
G06Q 40/08
Finance; Insurance; Tax strategies; Processing of corporate or income taxes: insurance