THE FIRST AI-NATIVE BROKERAGE

Live / Applied — New application — not yet assigned to an examiner (as of 11 Feb 2026)

What this means for you

Not registered yet, but its 11 Feb 2026 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
99647023
Mark type
Stylized text
Filed
11 Feb 2026
Attorney of record
WILLIAM ZAC DUFFY

Goods and services

  • Class 009 — Scientific and electric apparatus: Downloadable mobile applications for using artificial intelligence for replying to questions from insurance agents, brokers, and clients, for posing recommendations, including questions and answers, to insurance agents, brokers, and clients related to client conversations and inquiries, for creating summaries and profiles of insurance agents, brokers, and clients and for creating reports on the effectiveness of insurance agents and brokers.
  • Class 042 — Scientific and technological services: Providing temporary use of online non-downloadable chatbot software using artificial intelligence (AI) for replying to questions from insurance agents, brokers, and clients, for posing recommendations, including questions and answers, to insurance agents, brokers, and clients related to client conversations and inquiries, for creating summaries and profiles of insurance agents, brokers, and clients, and for creating reports on the effectiveness of insurance agents and brokers

Owner

Prosecution history

  • 11 Feb 2026 — APPLICATION FILING RECEIPT MAILED
  • 11 Feb 2026 — NEW APPLICATION ENTERED

View this trademark record on Marksy