Christopher R Cunningham

US Patent:

8566208, Oct 22, 2013

Filed:

Sep 13, 2012

Appl. No.:

13/615352

Inventors:

Christopher J. Cunningham - La Jolla CA, US
Matthew D. Kojis - San Diego CA, US

Assignee:

Leadfusion Incorporated - San Diego CA

International Classification:

G06Q 40/00

US Classification:

705 36R, 705 35

Abstract:

Disclosed are computer-implemented systems and software comprising a software module configured to provide financial product education, research, and recommendation tools, the tools operating in a self-service mode adapted for use by a consumer; a software module configured to provide the financial product education, research, and recommendation tools, the tools operating in a collaboration mode, the collaboration mode comprising a sales overlay adapted for use by a sales representative; and a software module configured to generate a unique code for the consumer, the code providing persistence of state and data information between the self-service mode and the collaboration mode across locations and interfaces without authentication. Also disclosed are methods of making and using the same.

US Patent:

20080221976, Sep 11, 2008

Filed:

Mar 7, 2008

Appl. No.:

12/074886

Inventors:

Stephen P. Henrie - San Diego CA, US
Christopher J. Cunningham - La Jolla CA, US
David Paul Winterbourne - Tucson AZ, US
Matthew Robert Olsen - Tucson AZ, US

International Classification:

G06Q 99/00
G06Q 40/00

US Classification:

705 10

Abstract:

A web-based method for customer lead generation employing a system of need-based calculators which when chosen by a consumer identify a product or service need without the consumer having to actively do so. The user-specific calculators provide the consumer with calculations to be considered for a specific product or service being considered for purchase. Data entry windows in the calculator provide the consumer input positions for data needed for the calculations and concurrently capture data for a potential vendor to employ in making a bid. The consumer thereby identifies a need for a product or service and provides data for use in providing that service that may be forwarded to vendors.