Patents Assigned to Morstan General Agency, Inc.
  • Patent number: 8538782
    Abstract: The present invention is a method and system for data submission management of insurance application data by a host data processing system. The invention comprises authenticating the submission of data relative to an insurance applicant. The authenticated data is matched with a set of data points and merged to create a submission to be matched with a set of price points in a quotation routine to establish a quote. The quote is then accepted or rejected by the applicant. If accepted, then the applicant is bound conditionally. A policy is then issued to the applicant in respect of the quote. Subsequently, a set of endorsements may be added to the policy. A policy information routine for matching the insurance application data to a set of data fields is initiated to establish a living folder which can be the source of data for populating other routines, system folders, or report generators.
    Type: Grant
    Filed: August 7, 2009
    Date of Patent: September 17, 2013
    Assignee: Morstan General Agency, Inc.
    Inventors: Lyle Eric Olivier, Lucas Martinez, David L. Perish