THE AGENT'S COMPANY

What this means for you

Not registered yet, but its 18 Jul 2024 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.

Record

Serial number

98655199

Mark type

Stylized text

Filed

18 Jul 2024

Attorney of record

CARLA C. CALCAGNO

Goods and services

• Class 035 — Advertising and business services: Independent marketing organization services and insurance marketing organization services, namely, providing business marketing services and business technology support services necessary for the independent insurance agent and producer to operate their insurance business; independent marketing organization services and insurance marketing organization services, namely, business consultation services and business management consulting services, marketing consulting and sales management services for independent insurance agents and producers; providing contracting services in the nature of facilitating contracts between independent insurance agents and producers and insurance carriers, namely, processing insurance carrier contracting paperwork and submission of the paperwork to the insurance carriers, and providing proper documentation to insurance carriers in conjunction with insurance carrier contracts; providing new business application services to independent insurance agents and producers, namely, providing office functions in the nature of administrative processing of insurance applications and forwarding them to insurance carriers; professional business, sales and marketing advisory and consultancy services; providing sales leads and referrals for independent insurance agents and producers in the field of insurance; insurance lead collection and matching services, namely, matching consumer requests for insurance policy quotes to insurance brokers, agents and agencies interested in these requests; promotion of insurance services on behalf of third parties; business development services for independent insurance producers and agents engaged in direct sales of insurance products; advertising services; business administration services
• Class 036 — Insurance and financial services: insurance consultation; insurance consulting in the fields of life insurance, mortgage protection insurance, final expense insurance, disability insurance coverage, critical illness insurance
• Class 041 — Education and entertainment services: education services, namely, providing classes, seminars, workshops, mentoring, and coaching in the field of insurance; providing professional business development coaching services to insurance agents and producers in the field of insurance; business education and training services, namely, conducting classes, seminars, conferences and workshops in the field of insurance; Training services in the field of sales and business operations; Training services in the field of marketing consultation on how to market to client through direct mail lead and warm market marketing programs; Training services in the field of insurance on how to structure and operate a successful insurance agency; arranging and conducting of business conferences in the field of insurance

Owner

• Equis Financial LLC, Asheville, NC, US

Prior registrations

• Registration 5910844

Prosecution history

• 20 Mar 2026 — EX PARTE APPEAL-INSTITUTED
• 20 Mar 2026 — EXPARTE APPEAL RECEIVED AT TTAB
• 21 Dec 2025 — APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
• 21 Dec 2025 — APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
• 22 Sept 2025 — NOTIFICATION OF FINAL REFUSAL EMAILED
• 22 Sept 2025 — FINAL REFUSAL E-MAILED
• 22 Sept 2025 — FINAL REFUSAL WRITTEN
• 19 Aug 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
• 18 Aug 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
• 18 Aug 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
• 15 Jul 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
• 15 Jul 2025 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
• 15 Jul 2025 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
• 16 May 2025 — APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
• 16 May 2025 — APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED