Abstract: The present inventive subject matter is drawn to systems, configurations, and methods that assist salespersons of an organization to conduct in-person sales at a remote location by automatically selecting a subset of products that are available for sales to salespersons at the remote location. In one aspect of the invention, the systems, configurations, and methods detect the location of the in-person sales meeting between the salesperson and a potential customer and automatically display the subset of products that is available for sales based on the location of the sales meeting and a set of rules.

Abstract: The present inventive subject matter is drawn to a system for managing sales of a set of products that require signatures from at least one party. In one aspect of the invention, the systems, configurations, and methods automatically detect, in an application, any signature that is required to complete the sales and is missing from the application and attempt to obtain signatures from the required signer(s) using different modalities. The different modalities include, but not limited to, e-mail, text messages, telephone call, etc. In some embodiments, the system is also configured to assign a human agent to retrieve the missing signature if the signature is not received within a predetermined amount of time.

Abstract: The present inventive subject matter is drawn to apparatus, systems, configurations, and methods of automatically interfacing with different proprietary insurance administration systems. In one aspect of the invention, an insurance management system is configured to automatically receive, convert, and transmit customer data from an intermediary data format to proprietary data formats associated with different insurance administration systems.

Abstract: The present inventive subject matter is drawn to systems, configurations, and methods that assist salespersons of an organization to conduct in-person sales at a remote location by automatically selecting a subset of products that are available for sales to salespersons at the remote location. In one aspect of the invention, the systems, configurations, and methods detect the location of the in-person sales meeting between the salesperson and a potential customer and automatically display the subset of products that is available for sales based on the location of the sales meeting and a set of rules.