USPTO serial 99816612
Reviewed by CopyMark Law Group
The USPTO has issued an Office Action on this application. A response is typically required before the deadline, or the application can be abandoned.
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Central Valley, NY, US
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
DEBORAH L. LIVELY
DEBORAH L. LIVELY PIERSON FERDINAND LLP8604 Turtle Creek Blvd. #12274Dallas, TX 75225-9998United States| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Downloadable computer software and mobile applications for the management, tracking, verification, collection, storage, and renewal of certificates of insurance, policy documents, coverage documents, contracts, agreements, indemnification agreements, hold harmless agreements, and related compliance and risk-transfer documents; downloadable computer software and mobile applications for automated insurance compliance monitoring, risk assessment, gap analysis, automated compliance analysis, claims management, claims prevention, and claims mitigation; downloadable computer software and mobile applications for generating recommended corrective actions, targeted remediation guidance, and targeted coverage adjustments to address identified deficiencies and non-compliance issues; downloadable computer software and mobile applications for vendor, provider, contractor, and subcontractor onboarding, vetting, tracking, monitoring, approval, and compliance verification; downloadable computer software and mobile applications featuring real-time compliance dashboards, alerts, notifications, mobile access, and audit trails for waivers, exceptions, approvals, and compliance history; all of the foregoing in the fields of insurance risk management, claims handling, claims mitigation, regulatory compliance, audit preparations, audit handling, and risk-transfer requirements for various industries including but not limited to construction, real estate, property management, healthcare, manufacturing, finance, government, retail, energy, transportation, education, hospitality, and technology services | ACTIVE | — |
| 035 | (Based on Use) providing both self-service and full-service insurance compliance management services for others, namely, collection, verification, tracking, storage, and renewal of certificates of insurance, policy documents, coverage documents, contracts, agreements, indemnification agreements, hold harmless agreements, and related compliance and risk-transfer documents; subscription management services, namely, administering and managing subscriptions to third-party online compliance management platforms on behalf of clients; outsourced business administration and monitoring of insurance compliance programs; lender, vendor, provider, contractor, and subcontractor compliance management services, namely, reviewing, verifying, vetting, approving, and waiving insurance documentation on behalf of businesses, with role-based permissions, audit trails, and integration with digital signature providers for electronic execution; preparing and providing business reports and data analytics regarding insurance compliance status; referral services in the field of insurance, namely, referring clients to insurance brokers to facilitate the procurement of new or additional insurance policies; all of the foregoing in the fields of construction, property management, vendor relationships, real estate development, and general business risk mitigation (Based on Intent to Use) Business consulting services in the field of insurance compliance, risk management, risk control, claims prevention, and claims mitigation; business risk management and risk control services | ACTIVE | — |
| 036 | (Based on Use) insurance claims administration; insurance claims processing; claims adjustment in the field of insurance; insurance consultancy services, namely, providing advice on claims prevention and mitigation; managing general agent (MGA) services in the field of insurance, namely, underwriting, issuance, and administration of insurance policies; insurance financing services; all of the foregoing in the fields of construction, property management, vendor relationships, real estate development, and general business risk mitigation (Based on Intent to Use) Insurance brokerage services; insurance wholesale brokerage services; insurance retail agency services; insurance risk management services | ACTIVE | — |
| 042 | Providing temporary use of online non-downloadable software for the management, tracking, verification, collection, storage, and renewal of certificates of insurance, policy documents, coverage documents, contracts, agreements, indemnification agreements, hold harmless agreements, and related compliance and risk-transfer documents; providing temporary use of online non-downloadable software for automated insurance compliance monitoring, risk assessment, gap analysis, automated compliance analysis, claims management, claims prevention, and claims mitigation; providing temporary use of online non-downloadable software for generating recommended corrective actions, targeted remediation guidance, and targeted coverage adjustments; providing temporary use of online non-downloadable software for vendor, provider, contractor, and subcontractor onboarding, vetting, tracking, monitoring, approval, and compliance verification; providing temporary use of online non-downloadable software featuring real-time compliance dashboards, alerts, notifications, mobile access, centralized document repositories, and audit trails for requests, notifications, waivers, exceptions, approvals, and compliance history; providing temporary use of online non-downloadable software for generating compliance reports, analytics, expiring insurance alerts, waiver logs, project-by-project summaries, historical comparisons, and non-compliance duration reports; all of the foregoing in the fields of insurance risk management, claims handling, claims mitigation, regulatory compliance, audit preparations, audit handling, and risk-transfer requirements for various industries including but not limited to construction, real estate, property management, healthcare, manufacturing, finance, government, retail, energy, transportation, education, hospitality, and technology services; integration of the foregoing software with enterprise resource planning systems, existing general contractor platforms | ACTIVE | — |
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
| Date | Code | Event | What it means |
|---|---|---|---|
| Aug 4, 2026 | 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. |
| Aug 4, 2026 | 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. |
| Aug 4, 2026 | 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. |
| Jul 27, 2026 | DOCK | ASSIGNED TO EXAMINER | — |
| May 15, 2026 | TAEA | TEAS AMENDMENT ENTERED BEFORE ATTORNEY ASSIGNED | — |
| May 15, 2026 | PARI | TEAS VOLUNTARY AMENDMENT RECEIVED | — |
| May 11, 2026 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| May 11, 2026 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| May 11, 2026 | NWAP | NEW APPLICATION ENTERED | — |