Abstract: This document describes techniques, methods, systems, and other mechanisms for improving interactions between insurance agents, insurance providers, and insurance customers while ensuring that such interactions comply with regulatory requirements. This includes providing unique user interfaces that facilitate efficient communication between computing devices operated by insurance agents and computing devices operated by insurance customers to ensure that electronic scope of appointment forms are provided to potential customers and executed in accordance with government regulations prior to face to face or telephonic meetings between an insurance agent and an insurance customer.

Abstract: The document generally describes improved platform interfaces and solutions for agents, including agents having mobile computing devices that interact with platform via a network. Embodiments are configured to provide a number of improved platform interfaces and solutions for agents, including one or more improvements to: selectively receive leads when they are online (e.g., designated as on duty or otherwise working and available to receive leads), communicating with potential and existing customers about insurance plans when the agents are online, facilitating a customer's ability to review and sign insurance plans from their computing device when their agent is offline, automatically recording inbound and outbound calls according to regulatory requirements, providing call scripts to be recited during those calls in compliance with the regulations, and uniquely tag customers to assist the agents in organizing their customer contact records and tasks associated with their customers.

Abstract: Some computing systems and computer-implemented methods detailed herein provide an improved user interfaces to facilitate seamless management, monitoring, and selection of targeted insurance agents contracted with, or to be contracted with, particular insurance providers.

Abstract: In general, the subject matter described in this disclosure can be embodied in methods, systems, and program products. A computing system causes presentation of first and second types of contact records that are available for a user-selected geographic area, along with indications of quantities of the types of contact records. User input is received that specifies amounts of the first and second types of contact records. The computing system provides contact information for the user-specified amounts of the first and second types of contact records.

Abstract: This document describes techniques, methods, systems, and other mechanisms for improving interactions between insurance agents, insurance providers, and insurance customers while ensuring that such interactions comply with regulatory requirements. This includes providing unique user interfaces that facilitate efficient communication between computing devices operated by insurance agents and computing devices operated by insurance customers to ensure that electronic scope of appointment forms are provided to potential customers and executed in accordance with government regulations prior to face to face or telephonic meetings between an insurance agent and an insurance customer.