SYSTEM AND METHOD FOR GENERATING A CUSTOMIZED PROPOSAL IN THE DEVELOPMENT OF INSURANCE PLANS

摘要

A method for generating a customized proposal in the development of insurance plans for a customer is provided. Customer data is stored within a database in a computer system. This database has stored insurance plan products. A description of insurance plan options available to the customer is displayed on a display device based upon the stored customer data and user selected plan options obtained from an input device. A customized proposal is generated based upon a selection made from the presented insurance plan options. The customized proposal includes a description of an insurance plan, at least a portion of the customer data, and estimated costs for the insurance plan. In addition, a computer system and a computer program product readable by a computer system having computer-executable instructions that when executed cause a processor of a computer system to perform this method are provided.