| Serial Number | 87813092 |
| Word Mark | POLICY SMART |
| Filing Date | Tuesday, February 27, 2018 |
| Status | 702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED |
| Status Date | Thursday, July 31, 2025 |
| Registration Number | 5707714 |
| Registration Date | Tuesday, March 26, 2019 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, January 8, 2019 |
| Description of Mark | The mark consists of the words "POLICY SMART" where "POLICY" is enclosed in a rounded-edged rectangle, and "SMART" has a check mark over the "M". |
| Goods and Services | 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 |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Goods and Services | 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 |
| NOT AVAILABLE | "POLICY" |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, March 6, 2018 |
| Primary Code | 035 |
| First Use Anywhere Date | Friday, June 4, 2004 |
| First Use In Commerce Date | Friday, June 4, 2004 |
| 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 | Tuesday, March 6, 2018 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, June 4, 2004 |
| First Use In Commerce Date | Friday, June 4, 2004 |
| Party Name | CMR & Associates, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | New York, NY 10022 |
| Party Name | CMR & Associates, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | New York, NY 10022 |
| Party Name | CMR & Associates, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | New York, NY 10022 |
| Event Date | Event Description |
| Monday, June 11, 2018 | ASSIGNED TO EXAMINER |
| Wednesday, June 20, 2018 | NON-FINAL ACTION E-MAILED |
| Friday, March 2, 2018 | NEW APPLICATION ENTERED |
| Tuesday, March 6, 2018 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, March 7, 2018 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Wednesday, June 20, 2018 | NON-FINAL ACTION WRITTEN |
| Wednesday, June 20, 2018 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, October 11, 2018 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, October 11, 2018 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, October 11, 2018 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, November 14, 2018 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, December 3, 2018 | ASSIGNED TO LIE |
| Wednesday, December 19, 2018 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, January 8, 2019 | PUBLISHED FOR OPPOSITION |
| Tuesday, January 8, 2019 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, March 26, 2019 | REGISTERED-PRINCIPAL REGISTER |
| Wednesday, March 26, 2025 | TEAS SECTION 8 & 15 RECEIVED |
| Thursday, July 31, 2025 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Thursday, July 31, 2025 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Thursday, July 31, 2025 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Tuesday, March 26, 2024 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |