USPTO serial 99544773
SMARTQUOTES
Status 641Office Action
- Filing date
- Dec 12, 2025
- Status date
- Aug 3, 2026
- Registration date
- —
- Examiner
- FORTUNATO, OLIVIA R
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What this means
The USPTO has issued an Office Action on this application. A response is typically required before the deadline, or the application can be abandoned.
Deadline: Nov 3, 2026
Office Action issues
The USPTO examiner requires adjustments to your service description and maintains refusals based on likelihood of confusion and descriptiveness.
Owner
Keystone Digital Holdings LLC
Wendell, MN, US
Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 042 | Software as a service (SaaS) featuring software for facilitating the intake and evaluation of commercial insurance coverage inquiries from prospective insureds and enterprise systems, and the capability-based routing and matching of such inquiries to independent specialist insurance agencies qualified to write the applicable line of coverage, namely, software that receives an inbound coverage inquiry, evaluates the requirement profile of that inquiry against capability descriptors of participating specialist insurance agencies, and routes the inquiry to a matched agency; the foregoing excluding software for sales lead management, customer relationship management for sales purposes, generation of insurance, product, or vehicle price quotes, and automotive dealership marketing or sales communications. | ACTIVE | — |
Prosecution history
| Date | Code | Event |
|---|---|---|
| Aug 3, 2026 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Aug 3, 2026 | GNRT | NON-FINAL ACTION E-MAILED |
| Aug 3, 2026 | CNRT | NON-FINAL ACTION WRITTEN |
| Jul 13, 2026 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Jul 13, 2026 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Jul 13, 2026 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| May 12, 2026 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| May 12, 2026 | GNRT | NON-FINAL ACTION E-MAILED |
| May 12, 2026 | CNRT | NON-FINAL ACTION WRITTEN |
| Apr 29, 2026 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Apr 29, 2026 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Apr 29, 2026 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Apr 22, 2026 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Apr 22, 2026 | GNRT | NON-FINAL ACTION E-MAILED |
| Apr 22, 2026 | CNRT | NON-FINAL ACTION WRITTEN |
| Apr 16, 2026 | DOCK | ASSIGNED TO EXAMINER |
| Feb 12, 2026 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Dec 12, 2025 | MAFR | APPLICATION FILING RECEIPT MAILED |
| Dec 12, 2025 | NWAP | NEW APPLICATION ENTERED |