POLICY SMART

Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 31 Jul 2025)

What this means for you

Registered since 26 Mar 2019. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
87813092
Registration number
5707714
Mark type
Design + words
Filed
27 Feb 2018
Published for opposition
08 Jan 2019
Registered
26 Mar 2019
Attorney of record
Hans J Crosby

Goods and services

  • Class 035 — Advertising and business services: Data compiling and analyzing in the field of insurance; Insurance lead collection and matching services, namely, matching consumer requests for insurance policy quotes collected over the internet to pre-qualified insurance brokers, agents and agencies interested in those requests; Providing a pricing program in the field of property and casualty insurance through which members of designated associations, organizations, and groups may be offered or granted downward adjustments in the premiums for such insurance; Providing insurance agent referrals
  • Class 036 — Insurance and financial services: Administration of employee benefit plans concerning insurance and finance; Advisory services in the field of employee benefits for group healthcare and business insurance offered to employees in addition to standard benefits such as medical, dental, life insurance including short term disability, long term disability,cancer insurance, accidental death and dismemberment; Brokerage in the field of all types of business insurance; Consulting and information concerning insurance; Financial consultancy and insurance consultancy; Insurance agency and brokerage; Insurance and financial information and consultancy services; Insurance brokerage; Insurance brokerage services; Insurance consultancy; Insurance consultancy services, namely, providing advice in the field of property and casualty insurance; Insurance consultation; Insurance consulting in the field of all types of business insurance; Insurance information; Insurance information and consultancy; Insurance premium rate computing; Insurance services, namely, providing premium rate quotes via on-line, telephone and mail means; Providing detailed information regarding available insurance products for commercial property and casualty, professional and personal lines; Providing information in insurance matters; Providing information regarding policy rates for all types of insurance and electronic processing of insurance claims and payment data over a web based computer network

Owner

Prosecution history

  • 31 Jul 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 31 Jul 2025 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 31 Jul 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 26 Mar 2025 — TEAS SECTION 8 & 15 RECEIVED
  • 26 Mar 2024 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 26 Mar 2019 — REGISTERED-PRINCIPAL REGISTER
  • 08 Jan 2019 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 08 Jan 2019 — PUBLISHED FOR OPPOSITION
  • 19 Dec 2018 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 03 Dec 2018 — ASSIGNED TO LIE
  • 14 Nov 2018 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 11 Oct 2018 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 11 Oct 2018 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 11 Oct 2018 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 20 Jun 2018 — NOTIFICATION OF NON-FINAL ACTION E-MAILED

View this trademark record on Marksy