Systems and methods for identifying and ranking successful agents based on data analytics

Patent metadata

Field	Value
Publication number	US-9542452-B1
Application number	US-201414576900-A
Country	US
Kind code	B1
Filing date	Dec 19, 2014
Priority date	Dec 30, 2013
Publication date	Jan 10, 2017
Grant date	Jan 10, 2017

Abstract

A system and a method for identifying and ranking agents are disclosed herein. The system includes an analytics engine which retrieves information from external and internal databases. The analytics engine uses the information retrieved from these databases, in addition to one or more success factors or key attributes, to identify and rank prospective agents. The analytics engine can also match one or more prospective agents with a general agent and provide ranking and performance assessment reports for evaluating and following up on the agent's career development.

First claim

What is claimed is:

1. A computer-implemented method comprising:
retrieving, by a profile analyzer module of an analytics engine server, a profile record and related data associated with an active agent from an internal database;
providing, by an attributes analyzer module of the analytics engine server, a key attribute for predicting a likelihood of success for a prospective or current agent;
comparing, by a profile analyzer of the analytics engine server, the profile record of the active agent with key attributes by applying an algorithm based on the key attribute;
assigning, by the profile analyzer of the analytics engine server, a validation score for the profile record of the active agent compared with each key attribute, wherein the validation score is based upon whether the profile record satisfies a predetermined criteria for the key attribute;
estimating, by a ranking module of the analytics engine server, a weighted coefficient for the profile record based on the validation score, wherein the weighted coefficient is a summation of validation scores for the comparison of each key attribute of the profile record of the active agent;
determining, by the ranking module of the analytics engine server, whether the weighted coefficient satisfies a predetermined threshold that indicates a likelihood of success of the active agent;
generating, by the ranking module of the analytics engine server, a listing of active agents having a weighted coefficient that satisfies the predetermined threshold; and
marking, by the ranking module of the analytics engine server, each profile record of active agents that do not have a weighted coefficient that satisfies the predetermined threshold.

2. The method according to claim 1 , wherein the internal database comprises historical performance data of active agents.

3. The method according to claim 1 , wherein the key attribute includes at least one of knowledge of the products to offer, college education, professional license, communication skills, accessibility, intelligence quotient, personality, technical ability, quality of client service, and experience.

4. The method according to claim 1 , wherein the predetermine criteria is a threshold.

5. The method according to claim 1 , further comprising generating, by a matching module of the analytic engine server, a periodic ranking report of a set of active agents based upon the weighted coefficient of each active agent.

6. The method according to claim 1 , further comprising matching, by a matching module of the analytic engine server, the profile record of the active agent having a weighted coefficient that satisfies the predetermined threshold with a profile record of a general agent.

7. A system comprising:
retrieving, by a profile analyzer module of an analytics engine server configured to retrieve a profile record and related data associated with an active agent from an internal database;
providing, by an attributes analyzer module of the analytics engine server configured to provide a key attribute for predicting a likelihood of success for a prospective or current agent;
comparing, by a profile analyzer of the analytics engine server configured to compare the profile record of the active agent with key attributes by applying an algorithm based on the key attribute, and configured to assign a validation score for the profile record of the active agent compared with each key attribute, wherein the validation score is based upon whether the profile record satisfies a predetermined criteria for the key attribute; and
estimating, by a ranking module of the analytics engine server configured to estimate a weighted coefficient for the profile record based on the validation score, wherein the weighted coefficient is a summation of validation scores for the comparison of each key attribute of the profile record of the active agent, configured to determine whether the weighted coefficient satisfies a predetermined threshold that indicates a likelihood of success of the active agent, configured to generate a listing of active agents having a weighted coefficient that satisfies the predetermined threshold, and configured to mark each profile record of active agents that do not have a weighted coefficient that satisfies the predetermined threshold.

8. The system according to claim 7 , wherein the internal database comprises historical performance data of active agents.

9. The system according to claim 7 , wherein the key attribute includes at least one of knowledge of the products to offer, college education, professional license, communication skills, accessibility, intelligence quotient, personality, technical ability, quality of client service, and experience.

10. The system according to claim 7 , wherein the predetermine criteria is a threshold.

11. The system according to claim 7 , further comprising a matching module of the analytic engine server configured to generate a periodic ranking report of a set of active agents based upon the weighted coefficient of each active agent.

12. The system according to claim 7 , further comprising a matching module of the analytic engine server configured to mark the profile record of the active agent having a weighted coefficient that satisfies the predetermined threshold with a profile record of a general agent.

Assignees

• Massachusetts Mutual Life Insurance Co

Inventors

• Ross Gareth
• Walker Tricia

Classifications

• G06Q10/1053 Primary

  Employment or hiring · CPC title

• G06F16/24578

  using ranking · CPC title

• G06Q40/08

  Insurance · CPC title

• G06Q10/105

  Human resources · CPC title

• G06Q10/06398

  Performance of employee with respect to a job function · CPC title