USPTO serial 87813092
POLICY SMART
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Mar 26, 2019
- Examiner
- BROWN, BARBARA TROFFKIN
- Law office
- Historical data usage
What this means
Status 702 means the registration is active, Section 8 was accepted, and a Section 15 declaration of incontestability was also accepted. Incontestability strengthens your rights by limiting certain challenges after five years of continuous use. Continue use in commerce and plan for the 10-year Section 8 and 9 renewal.
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Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Hans J Crosby
Hans J Crosby ON CALL ATTORNEYS / CROSBY LAW1125 West Street, Suite 200CLASSIC COUNSEL, P.C.ANNAPOLIS, MD 21401Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 035 | 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 | ACTIVE | Jun 4, 2004 |
| 036 | 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 | ACTIVE | Jun 4, 2004 |
Related trademarks
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
- Other trademarks owned by CMR & Associates, Inc.
- Other trademarks owned by CMR & Associates, Inc.
- Other trademarks owned by CMR & Associates, Inc.
- Other trademarks in Class 035
- Other trademarks in Class 036
- Similar marks named POLICY SMART
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Jul 31, 2025 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| Jul 31, 2025 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Jul 31, 2025 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Mar 26, 2025 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| Mar 26, 2024 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Mar 26, 2019 | R.PR | REGISTERED-PRINCIPAL REGISTER | Your trademark is registered on the Principal Register — the strongest form of federal trademark protection. You may use the ® symbol for the covered goods and services. Maintenance filings (Section 8 and renewals) are required to keep the registration alive. |
| Jan 8, 2019 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Jan 8, 2019 | PUBO | PUBLISHED FOR OPPOSITION | Your mark was published in the USPTO Official Gazette for a 30-day opposition window. During that period, third parties who believe they would be harmed can file an opposition. If no opposition is filed, prosecution usually continues toward registration or a Notice of Allowance. |
| Dec 19, 2018 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Dec 3, 2018 | ALIE | ASSIGNED TO LIE | — |
| Nov 14, 2018 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Oct 11, 2018 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Oct 11, 2018 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Oct 11, 2018 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Jun 20, 2018 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Jun 20, 2018 | GNRT | NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Jun 20, 2018 | CNRT | NON-FINAL ACTION WRITTEN | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Jun 11, 2018 | DOCK | ASSIGNED TO EXAMINER | — |
| Mar 7, 2018 | MDSC | NOTICE OF DESIGN SEARCH CODE E-MAILED | — |
| Mar 6, 2018 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Mar 2, 2018 | NWAP | NEW APPLICATION ENTERED | — |