POLICY SMART Trademark

Trademark Overview


On Friday, November 19, 2010, a trademark application was filed for POLICY SMART with the United States Patent and Trademark Office. The USPTO has given the POLICY SMART trademark a serial number of 85181127. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, February 23, 2018. This trademark is owned by CMR & Associates, Inc.. The POLICY SMART trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:

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

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; Insura...
policy smart

General Information


Serial Number85181127
Word MarkPOLICY SMART
Filing DateFriday, November 19, 2010
Status710 - CANCELLED - SECTION 8
Status DateFriday, February 23, 2018
Registration Number3996887
Registration DateTuesday, July 19, 2011
Mark Drawing3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, May 3, 2011

Trademark Statements


Indication of Colors claimedColor is not claimed as a feature of the mark.
Disclaimer with Predetermined Text"POLICY"
Description of MarkThe mark consists of the words "POLICY SMART". "POLICY" is enclosed in an rounded-edged rectangle, and "SMART" has a check mark over the "M".
Goods and ServicesData 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
Goods and ServicesAdministration 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, 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

Classification Information


International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, February 23, 2018
Primary Code035
First Use Anywhere DateFriday, June 4, 2004
First Use In Commerce DateFriday, June 4, 2004

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, February 23, 2018
Primary Code036
First Use Anywhere DateFriday, June 4, 2004
First Use In Commerce DateFriday, June 4, 2004

Trademark Owner History


Party NameCMR & Associates, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressNew York, NY 10022

Party NameCMR & Associates, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressNew York, NY 10022

Party NameCMR & Associates, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressNew York, NY 10022

Trademark Events


Event DateEvent Description
Friday, February 23, 2018CANCELLED SEC. 8 (6-YR)
Tuesday, July 19, 2011REGISTERED-PRINCIPAL REGISTER
Tuesday, May 3, 2011OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, May 3, 2011PUBLISHED FOR OPPOSITION
Monday, March 28, 2011LAW OFFICE PUBLICATION REVIEW COMPLETED
Thursday, March 24, 2011ASSIGNED TO LIE
Friday, March 4, 2011TEAS CHANGE OF CORRESPONDENCE RECEIVED
Friday, March 4, 2011TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, March 7, 2011APPROVED FOR PUB - PRINCIPAL REGISTER
Friday, March 4, 2011TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, March 4, 2011CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, March 4, 2011TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, March 1, 2011NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, March 1, 2011NON-FINAL ACTION E-MAILED
Tuesday, March 1, 2011NON-FINAL ACTION WRITTEN
Tuesday, March 1, 2011ASSIGNED TO EXAMINER
Wednesday, November 24, 2010NOTICE OF DESIGN SEARCH CODE MAILED
Tuesday, November 23, 2010NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Tuesday, November 23, 2010NEW APPLICATION ENTERED IN TRAM