SUNLIFE

What this means for you

Not registered yet, but its 25 Sept 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

98769555

Mark type

Stylized text

Filed

25 Sept 2024

Attorney of record

Douglas R. Wolf

Goods and services

• Class 009 — Scientific and electric apparatus: Downloadable mobile application for accessing information in the areas of health and wellness; downloadable software and mobile applications for providing online consultation, information, assessment and referral services between end-users, namely, patients and caregivers and physicians, registered nurses and any other licensed health care providers relating to medicine, healthcare, oral health care, physical and mental health and nutrition
• Class 035 — Advertising and business services: Enrollment and administration of employee benefits concerning absence management and employee leave and healthcare navigation benefits, other than insurance or financial assistance plans; abstraction services in the nature of extracting and summarizing information from medical records services for the purpose of assisting individuals and a company's employees seeking health care through medical referrals for doctors and medical facilities, scheduling expedited appointments with health care providers, and management of health care records; providing an online searchable database featuring business contact and information of health service providers, namely, name, address, phone number, email addresses, practice hours, specialties, images of their clinics, and links to their appointment booking systems, via a website and downloadable mobile application; appointment scheduling services; medical referral services and online trade directory services, namely, health care provider directory services; providing customer service in the field of health care, namely, arranging for preferred access to health care services by arranging for others to have access to the medical services of others on a preferred basis, but not providing health care itself; health care utilization management services and health care utilization and review services; business data analytics, namely, collecting and reporting pharmacy dispensing data to health plans, third party administrators, and health care providers for business analysis purposes; arranging for preferred access to health care services in the field of health care to individuals, namely, by arranging for others to have access to the medical services of others on a preferred basis, but not providing health care itself
• Class 036 — Insurance and financial services: Management, administration and distribution of investment products, namely, mutual funds; financial services, namely, asset, portfolio, and investment management services; investment of funds for others using a liability driven investment strategy; investment of funds for others in fixed income products; commercial lending services; real estate funds investment and management services; mortgage lending and real estate funds investment services; providing, managing and administering group benefit plans concerning insurance and finance; mutual fund investment services; providing employee health and wellness management solutions, namely, providing counseling and consulting in the context of healthcare insurance benefits; insurance consultancy services in the field of health insurance provided through a stop-loss insurance program which combines clinical experts with programs and tools to proactively identify opportunities to improve the experience and cost of care for self-funded employers and their employees; providing financial information in the field of healthcare cost transparency via a website and downloadable mobile application; pharmacy benefit management services; enrollment and administration of employee benefits plans concerning disability insurance benefits, dental insurance benefits, and healthcare insurance benefits; employee assistance services, namely, administration of employee benefit plans concerning online consultation and information in the field of medical counselling relating to stress, nutrition, psychological counselling and treatment, physical examinations, medical screening and medical and surgical diagnostic services, health risk assessment and medical guidance referral service for physical health, mental health, rehabilitation for substance abuse patients and providing personal support for daily living problems
• Class 037 — Building construction and repair services: Real estate development services
• Class 041 — Education and entertainment services: Providing personal coaching in the fields of mental health support and diabetes support services
• Class 042 — Scientific and technological services: Providing temporary use of online, non-downloadable software for storing, managing, tracking and analyzing data in the field of employee benefits, namely, health insurance, dental insurance, life and disability insurance benefits and supplemental health insurance; application services provider featuring application programming interface (API) software to facilitate data processing and integrations in the area of employee benefits; providing temporary use of online, non-downloadable computer software and mobile applications for providing online consultation, information, assessment and referral services between end-users, namely, patients and caregivers and physicians, registered nurses and any other licensed health care providers relating to medicine, healthcare, oral health care, physical and mental health and nutrition; platform as a service (PAAS) services featuring secure computer software platforms providing technology for patients and caregivers to communicate with physicians, registered nurses, and other licensed healthcare providers; recording patient data for others on digital media for electronic storage; electronic storage of medical digital images; providing medical research information to individuals and a company's employees
• Class 044 — Medical, beauty and agricultural services: Providing information in the field of health and wellness via a website and downloadable mobile application; providing virtual health care services, namely, providing healthcare and health-related information via telecommunication and internet-based technologies; medical and healthcare services, namely, comprehensive pain management services; medical and healthcare services, namely, medication management; medical consultation; providing medical information and medical assessment services, namely, a series of health-related questions for response from the user that result in a report that provides health-related information in the form of recommended educational resources and treatment information relating to medicine, healthcare, oral health care, physical and mental health, and nutrition; providing telemedicine services; health care services in the nature of administration of a program for mental health support; health care services in the nature of administration of a program for diabetes health support; health care services in the nature of administration of a program for chronic disease management; health care consulting in the field of health care navigation; population health analytics consulting, namely, working with clinicians, business leaders, and analysts within individual health care organizations to aggregate clinical, claims, socioeconomic and behavioral health data for the purpose of improving healthcare providers' evaluation of health conditions and health risks with individual patients, cohorts of patients, and populations; vision care services
• Class 045 — Legal and security services: Providing personal support services for patients, namely, help with medical forms and emotional counseling; patient advocate services in the health care field, namely, patient support in the context of complex medical care; medical case management services; providing personal support services in the area of mental health diabetes management and chronic disease management; health analytics and insights

Owner

• Sun Life Assurance Company of Canada, Toronto, Ontario, CA

Prosecution history

• 04 Oct 2025 — REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
• 03 Apr 2025 — NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
• 03 Apr 2025 — LETTER OF SUSPENSION E-MAILED
• 03 Apr 2025 — SUSPENSION LETTER WRITTEN
• 03 Apr 2025 — PREVIOUS ALLOWANCE COUNT WITHDRAWN
• 01 Apr 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
• 01 Apr 2025 — ASSIGNED TO EXAMINER
• 31 Mar 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
• 25 Sept 2024 — NEW APPLICATION ENTERED