The patent badge is an abbreviated version of the USPTO patent document. The patent badge does contain a link to the full patent document.

The patent badge is an abbreviated version of the USPTO patent document. The patent badge covers the following: Patent number, Date patent was issued, Date patent was filed, Title of the patent, Applicant, Inventor, Assignee, Attorney firm, Primary examiner, Assistant examiner, CPCs, and Abstract. The patent badge does contain a link to the full patent document (in Adobe Acrobat format, aka pdf). To download or print any patent click here.

Date of Patent:
Jan. 10, 2023

Filed:

Mar. 02, 2022
Applicant:

United Services Automobile Association, San Antonio, TX (US);

Inventors:

Guy R. Langley, San Antonio, TX (US);

Jason W. Lindley, Schertz, TX (US);

Donald H. Griffin, Jr., Peoria, AZ (US);

Steven R. Wilson, San Antonio, TX (US);

Elizabeth Garretson, Fair Oaks Ranch, TX (US);

Ryan R. Barth, San Antonio, TX (US);

Francisco A. Duran, San Antonio, TX (US);

Ann C. Tarrillion, San Antonio, TX (US);

David W. Roberts, Helotes, TX (US);

Assignee:
Attorneys:
Primary Examiner:
Int. Cl.
CPC ...
H04M 3/00 (2006.01); H04M 3/51 (2006.01);
U.S. Cl.
CPC ...
H04M 3/5183 (2013.01); H04M 3/5141 (2013.01);
Abstract

A computer-implemented method and system for streamlining interactions between a customer and a company representative. Information related to a customer is received by a company representative. A predicted future action by the customer is then calculated by a computer process wherein the calculation is based on the received information. The predicted future action is then caused to be displayed on a computer operated by a representative of the company. A conversation plan may be generated according to the information and a business rule which may be displayed on the representative's computer.


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