POLICYBOOK
Live / Registered — Registered (as of 07 Apr 2026)
What this means for you
Registered since 07 Apr 2026. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 79419700
- Registration number
- 8200291
- Mark type
- Stylized text
- Filed
- 19 Dec 2024
- Published for opposition
- 17 Feb 2026
- Registered
- 07 Apr 2026
- Attorney of record
- Richard Y. Kim
Goods and services
- Class 036 — Insurance and financial services: Providing information on insurance matters; providing information on wealth management matters; providing online information about insurance and wealth management from a computer database or the internet; financial analysis and providing financial information in the field of insurance and wealth management.
- Class 042 — Scientific and technological services: Software as a service (SAAS) services featuring software for use in data amalgamation in the fields of insurance and wealth management and distribution of insurance products; software as a service (SaaS) services featuring non-downloadable computer software for use in the fields of insurance and wealth management for use in financial and investment analysis and portfolio management; software as a service (SaaS) services featuring non-downloadable computer software for use in data and database management in the fields of insurance and wealth management; software as a service (SaaS) services featuring non-downloadable computer software for analyzing data related to insurance needs and insurance products in the field of wealth management; software as a service (SaaS) services featuring non-downloadable computer software for use as an application programming interface (API) for use in database integration and management in the fields of insurance and wealth management; software as a service (SaaS) services featuring non-downloadable computer software for sharing data, transmitting data, creating data visualizations, data processing, data extracting, and analyzing data in the fields of insurance and wealth management; software as a service (SaaS) services featuring non-downloadable computer software for businesses in the field of wealth management to allow them to aggregate their insurance and other business data; software as a service (SaaS) services featuring non-downloadable computer software for the integration of artificial intelligence and machine learning in the field of big data for business data analytics in the fields of insurance and wealth management; application service provider featuring application programming interface (API) software for analyzing data related to insurance needs and insurance products in the field of wealth management; application service provider featuring application programming interface (API) software for gathering data related to insurance needs and insurance products in the field of wealth management; development of computer software for use in the fields of insurance and wealth management; technical support, namely, troubleshooting of computer software problems in the field of insurance and wealth management
Owner
- PolicyBook Inc., CA
- PolicyBook Inc., CA
- PolicyBook Inc., CA
Prosecution history
- 12 Sept 2026 — FINAL DISPOSITION NOTICE SENT TO IB
- 12 Sept 2026 — FINAL DISPOSITION PROCESSED
- 03 Sept 2026 — NOTIFICATION OF POSSIBLE OPPOSITION - PROCESSED BY IB
- 19 Aug 2026 — NOTIFICATION OF POSSIBLE OPPOSITION SENT TO IB
- 19 Aug 2026 — NOTIFICATION OF POSSIBLE OPPOSITION CREATED, TO BE SENT TO IB
- 07 Jul 2026 — FINAL DISPOSITION NOTICE CREATED, TO BE SENT TO IB
- 07 Apr 2026 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
- 07 Apr 2026 — REGISTERED-PRINCIPAL REGISTER
- 17 Feb 2026 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 17 Feb 2026 — PUBLISHED FOR OPPOSITION
- 11 Feb 2026 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 22 Jan 2026 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 12 Jan 2026 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 12 Jan 2026 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 12 Jan 2026 — TEAS RESPONSE TO OFFICE ACTION RECEIVED