Is a
Patent attributes
Patent Jurisdiction
Patent Number
Patent Inventor Names
Dennis Zic0
Mark Price0
Date of Patent
April 9, 2024
0Patent Application Number
170963620
Date Filed
November 12, 2020
0Patent Citations
Patent Primary Examiner
CPC Code
Patent abstract
Methods and apparatuses allow an insurance agency to track their current performance in managing existing customers and bringing in new customers. A tool may obtain information from a user regarding characteristics of the user's agency and/or agency goals. The tool may use this information to determine an agency's business efficiency. The tool may also provide advice regarding marketing spending and/or additional human resources needed. The tool may benchmark an insurance agency against other agencies in the market. The tool may also display how generated leads are converted to new business and/or income for an agency.
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