专利名称：METHOD OF TRAINING MULTILINE
INSURANCE AGENTS
发明人：William Cannon Whitley申请号：US15187181申请日：20160620
公开号：US20170364853A1公开日：20171221
专利附图：
摘要：A method includes training multiline insurance agents on having a conversationwith the insured for discovering the insured's financial situation and risks by creating avisual diagram of the insured's financial situation and risks. The diagram includes the
insured's name at the center of the visual diagram including an income box of the
insured's household income. A family box is drawn from the income box with a family treeof the insured's family thereunder. An assets box is drawn from the income box with anasset listing of the insured's listing thereunder. A listing of risks is drawn at the bottomof the visual diagram. A box is drawn around the insured's name, the income box, thefamily box with the family tree, and the assets box with the asset listing, where thebottom of the box provides a boundary between the listing of risks and the family boxand assets box.
申请人：Risk Advisor Institute, LLC
地址：Charlotte NC US
国籍：US
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