| Serial Number | 99127818 |
| Word Mark | LUZERN RISK |
| Filing Date | Wednesday, April 9, 2025 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Wednesday, April 9, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 0 - NOT AVAILABLE |
| Published for Opposition Date | NOT AVAILABLE |
| Description of Mark | The mark consists of the wording “LUZERN RISK” in capital letters inside a rectangle. |
| Goods and Services | Downloadable computer platform software for use in the administration, management and analysis of insurance products and services, reinsurance products and services, insurance underwriting services and related data, claims and risks; downloadable computer software for the provision of banking, financial and investment services; downloadable mobile application software for use in the administration, management, and analysis of insurance products and services, reinsurance products and services, and for analyzing and managing related data, claims and risks; downloadable mobile application software for the provision of banking, financial, and investment services; downloadable computer software platform and downloadable mobile application for exploring captive insurance opportunities and outcomes prior to formation, for captive insurance formation, and for captive insurance management; downloadable computer software and downloadable mobile application software for building a pipeline of qualified business prospects and for providing marketing analysis; downloadable computer software and downloadable mobile application software for managing daily operations of insurance captives and for providing claims updates, financial reporting, and document creation and management; downloadable computer software platform and downloadable mobile application for providing clients with access to captive insurance resources, historical data, and interactive tools for business analysis and communication; downloadable computer software and downloadable mobile application software for guiding clients through the setup process of captives, and for generating and delivering reports on insurance captive performance; downloadable computer software platform and downloadable mobile application software for managing, organizing, and securing documents, for automating and monitoring workflows, for organizing and managing data, for data analytics, for document analysis and natural language processing, for client relationship management, for task management, for tracking business metrics; downloadable computer software platform and downloadable mobile application software for monitoring regulatory requirements; downloadable computer software platform for the provision of banking, financial, and investment services; all of the foregoing using artificial intelligence |
| Goods and Services | Insurance, namely, insurance administration, reinsurance administration, insurance brokerage and reinsurance brokerage; insurance services, namely, underwriting, issuance, and administration of captive insurance; insurance agency services; providing information regarding insurance and related insurance services, namely, the administration and underwriting of captive insurance; captive insurance assessment, planning, design, formation and management services; design and management of captive insurance programs; consulting regarding the establishment of captive insurance programs; reinsurance underwriting, namely, insurance fronting services; consulting services in the field of assigned risk; consulting in the field of risk management; financial consulting services; financial affairs and monetary affairs namely, financial evaluation for insurance purposes and financial information for insurance and reinsurance purposes; financing services; financing services for securing funds; providing online information relating to financial, insurance and financial investment services; investment consultancy; investment management; financial investment advisory services; financial investment brokerage; financial and insurance advisory and consultancy services relating to all the aforesaid services; actuarial services; assessing insurance claims; insurance claims processing; reinsurance claims processing; reinsurance actuarial services; banking; electronic financial trading services; investment banking services; trading in insurance securities; capital investment services; investment of funds; private equity fund investment services |
| Goods and Services | Captive management services, namely, commercial feasibility studies in the field of captive insurance; business services in the nature of operation, administration, and management of captive insurance companies; business advisory and consultation services in the field of corporate governance of captive insurance companies; business consultation services in the field of regulatory compliance related to the operation of captive insurance companies; business risk assessment, strategy, and mitigation services in the field of captive insurance; financial reporting and assessment services for captive insurance companies; consultancy and advisory services in the field of business pre-formation, planning, and strategy; business planning; business strategy development; accounting services; marketing services |
| Goods and Services | Regulatory compliance consulting in the field of insurance; regulatory compliance consulting in the field of captive insurance; legal services relating to claims management for insurance companies and brokers; consultancy relating to regulatory compliance auditing; legal consultancy in the fields of taxation, audit, insurance, reinsurance, underwriting, and captive insurance |
| Goods and Services | Platform as a Service (PAAS) featuring software for the planning, modeling, administration, management and analysis of insurance products and services, reinsurance products and services, insurance underwriting services and related data, claims and risks; Platform as a Services (PAAS) featuring software for use in captive insurance assessment, formation, administration and management; Platform as a Services (PAAS) featuring software for use in document and data management and analytics for insurance captives; Software as a Service (SAAS) featuring software for the planning, modeling, administration, management and analysis of insurance products and services, reinsurance products and services, insurance underwriting services and related data, claims and risks; Software as a service (SAAS) services featuring software for financial, business and insurance advisory and consultancy services; Software as a service (SAAS) services featuring software for claim updates, risk compliance and financial reporting; Software as a service (SAAS) services featuring software for financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Software as a service (SAAS) services featuring software for financial affairs and monetary affairs, namely, financial information, management and analysis services; Software as a service (SAAS) services featuring software for banking, financial and investment services providing hosting of communication software platforms on the internet for the planning, modeling, administration, management and analysis of insurance products and services, reinsurance products and services, insurance underwriting services and related data, claims and risks; providing temporary use of online non-downloadable software for the administration, management and analysis of insurance products and services, reinsurance products and services, insurance underwriting services and related data, claims and risks; provision of non-downloadable online computer software for accessing financial, business and insurance information and services through an online global computer network; Software as a service (SAAS) services featuring software using artificial intelligence (AI) for machine learning, natural language processing, dynamic task handling, and agentic applications in the field of captive insurance; Software as a Service (SAAS) services for exploring captive insurance opportunities and outcomes prior to formation, for captive insurance formation, and for captive insurance management; Software as a Service (SAAS) for building a pipeline of qualified business prospects and for providing marketing analysis; Software as a Service (SAAS) for managing daily operations of insurance captives and for providing claims updates, financial reporting, and document creation and management; Software as a Service (SAAS) for providing clients with access to captive insurance resources, historical data, and interactive tools for business analysis and communication; Software as a Service (SAAS) for guiding clients through the setup process of insurance captives, and for generating and delivering reports on insurance captive performance; Software as a Service (SAAS) for managing, organizing, and securing documents, for automating and monitoring workflows, for organizing and managing data, for data analytics, for document analysis and natural language processing, for client relationship management, for task management, for tracking business metrics; Software as a Service (SAAS) for monitoring regulatory requirements; all of the foregoing using artificial intelligence |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, April 9, 2025 |
| Primary Code | 035 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 045 - Legal services; security services for the protection of property and individuals; personal and social services rendered by others to meet the needs of individuals. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, April 9, 2025 |
| Primary Code | 045 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 009 - Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire extinguishing apparatus. |
| US Class Codes | 021, 023, 026, 036, 038 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, April 9, 2025 |
| Primary Code | 009 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, April 9, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, April 9, 2025 |
| Primary Code | 042 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | XN Companies Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | New York, NY 10010 |
| Event Date | Event Description |
| Wednesday, April 9, 2025 | NEW APPLICATION ENTERED |
| Wednesday, April 9, 2025 | APPLICATION FILING RECEIPT MAILED |