US 11,790,300 B2
Systems and methods for generating insurance business plans
Janis M. Reynolds, Bloomington, IL (US); Charles Totoro, Normal, IL (US); Angie M. Bellas, Blomminton, IL (US); and Nicholas Exner, Bloomington, IL (US)
Assigned to State Farm Mutual Automobile Insurance Company, Bloomington, IL (US)
Filed by State Farm Mutual Automobile Insurance Company, Bloomington, IL (US)
Filed on Aug. 3, 2021, as Appl. No. 17/392,734.
Prior Publication US 2023/0042238 A1, Feb. 9, 2023
Int. Cl. G06Q 10/06 (2023.01); G06Q 10/0637 (2023.01); G06Q 10/0639 (2023.01); G06Q 10/0631 (2023.01)
CPC G06Q 10/0637 (2013.01) [G06Q 10/06393 (2013.01); G06Q 10/06398 (2013.01); G06Q 10/063114 (2013.01)] 20 Claims
OG exemplary drawing
 
1. A computer-implemented method for generating insurance business plan graphical user interfaces, the method comprising:
receiving an identification of an agent associated with an insurance business plan and a selection of a future time period for the insurance business plan;
generating, by a processor, a business plan objective graphical user interface (GUI) presenting for selection a plurality of insurance business plan objectives, wherein at least one of the objectives is to grow or maintain insurance policy counts for one or more insurance lines of business;
detecting, by the processor via the business plan objective GUI, a selection of an objective to grow or maintain insurance policy counts for one or more insurance lines of business;
generating for selection, by the processor and based on a determination that the objective to grow or maintain insurance policy counts for one or more insurance lines of business has been selected, a plurality of indications of insurance lines of business;
detecting, by the processor via the business plan objective GUI, a selection of an indication of an insurance line of business of the plurality of indications of insurance lines of business;
retrieving, by the processor from an insurance policy database over a network, insurance policy information for insurance policies assigned to the agent in the insurance line of business;
determining, by the processor, a number of policies projected to have a selected status during the selected future time period of the business plan based at least in part on:
a number of insurance policies assigned to the agent having the selected status during a historical period of time through the present; and
the selection of the objective to grow or maintain insurance policy counts for one or more insurance lines of business;
determining, by the processor, a first trend based at least in part on the number of policies projected to have the selected status and the selected future time period;
determining, by the processor, a second trend based at least in part on the number of insurance policies assigned to the agent having the selected status and the selected future time period;
generating, by the processor, a goal setting GUI for the insurance line of business by:
populating a first GUI element of the goal setting GUI using first data representing the retrieved insurance policy information;
populating a second GUI element of the goal setting GUI using second data representing the number of insurance policies assigned to the agent having the selected status;
populating a third GUI element of the goal setting GUI using third data representing the number of policies projected to have the selected status;
populating a fourth GUI element of the goal setting GUI using fourth data representing the first trend; and
populating a fifth GUI element of the goal setting GUI using fifth data representing the second trend;
detecting, by the processor via the goal setting GUI, user input modifying the number of policies projected to have the selected status represented in the third GUI element;
determining, by the processor and in response to detecting the user input, a third trend based at least in part on the modified number of policies projected to have the selected status and the selected future time period; and
populating, by the processor, the fourth GUI element of the goal setting GUI using sixth data representing the third trend.