Paul T Leach

US Patent:

20200311822, Oct 1, 2020

Filed:

Mar 28, 2019

Appl. No.:

16/368029

Inventors:

Keith L. Nelson - Parkland FL, US
Paul William Leach - Miami FL, US
Adele Spallone - Fort Lauderdale FL, US

International Classification:

G06Q 40/08

Abstract:

A multi-vendor risk relationship data store may contain electronic records representing a plurality of risk relationships between multiple vendors and an enterprise and, for each risk relationship, an electronic record identifier and a set of attribute values. An information sharing portal computer server may exchange an information request with a remote vendor platform. The information request may be, for example, associated with an employee of a sponsor associated with the vendor platform. The server may process the information request via a customized vendor-specific information sharing portal interface display and execute an algorithm to adjust, based on at least one attribute value, interactions with the vendor platform via the portal interface display. The server may also aggregate information associated with a plurality of vendor platforms and transmit the aggregated information to a remote administrator device associated with the enterprise.

US Patent:

20160314253, Oct 27, 2016

Filed:

Apr 22, 2016

Appl. No.:

15/136272

Inventors:

- Hartford CT, US
Paul W. Leach - Miami FL, US
Keith L. Nelson - Parkland FL, US
Michael G. Phidd - Rockville MD, US
Michael J. Williams - Freeport ME, US

International Classification:

G06F 19/00
G06Q 50/22
G06Q 40/08

Abstract:

A user interface, system and method are described for assigning an insurance claim to a claim manager. The user interface allows teams of claim managers to be built so to efficiently process insurance claims as they are presented to a disability insurance carrier. The process of assigning the claim begins upon receiving an indication of a new insurance claim from a claim intake engine. Subsequently, the system determines the type of insurance claim based on metadata associated with the claim. Based on the metadata associated with the claim, a list of members in a team of claim managers is obtained, and a specific member is assigned as a claim manager for that claim.