OPNS
NOTIFICATION OF POSSIBLE OPPOSITION SENT TO IB
08/19/2026
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Official data from USPTO
POLICYBOOK
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
POLICYBOOK
ST13
US500000079419700Class
36, 42
Filing
79419700
Registration
8200291
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
21
Latest update
08/19/2026
Trademark type
Word
Nice classes
36, 42
Filing date
12/19/2024
Registration date
04/07/2026
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
04/07/2026
Last transaction
08/19/2026
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
Drawing code
4
Owner type
03
Owner location
CA
Examiner
NODES, CHRISTOPHER JAMES
Law office
M70
Current location
FILE REPOSITORY (FRANCONIA)
Holders and representatives
Holders
PolicyBook Inc.
Representatives
Richard Y. Kim Snell & Wilmer L.L.P.
Technical classification
Nice Classes
Class 36Class 42
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Providing information on insurance matters; providing information on wealth management matters; providing online information about insurance and wealth management from a computer database or the internet; financial analysis and providing financial information in the field of insurance and wealth management.
Class 42
Software as a service (SAAS) services featuring software for use in data amalgamation in the fields of insurance and wealth management and distribution of insurance products; software as a service (SaaS) services featuring non-downloadable computer software for use in the fields of insurance and wealth management for use in financial and investment analysis and portfolio management; software as a service (SaaS) services featuring non-downloadable computer software for use in data and database management in the fields of insurance and wealth management; software as a service (SaaS) services featuring non-downloadable computer software for analyzing data related to insurance needs and insurance products in the field of wealth management; software as a service (SaaS) services featuring non-downloadable computer software for use as an application programming interface (API) for use in database integration and management in the fields of insurance and wealth management; software as a service (SaaS) services featuring non-downloadable computer software for sharing datatransmitting datacreating data visualizationsdata processingdata extractinganalyzing data in the fields of insurance and wealth management; software as a service (SaaS) services featuring non-downloadable computer software for businesses in the field of wealth management to allow them to aggregate their insurance and other business data; software as a service (SaaS) services featuring non-downloadable computer software for the integration of artificial intelligence and machine learning in the field of big data for business data analytics in the fields of insurance and wealth management; application service provider featuring application programming interface (API) software for analyzing data related to insurance needs and insurance products in the field of wealth management; application service provider featuring application programming interface (API) software for gathering data related to insurance needs and insurance products in the field of wealth management; development of computer software for use in the fields of insurance and wealth management; technical supporttroubleshooting of computer software problems in the field of insurance and wealth management
Publications
History of USPTO decisions and trademark events.
21 publications found
OPNR
NOTIFICATION OF POSSIBLE OPPOSITION CREATED, TO BE SENT TO IB
08/19/2026
FICR
FINAL DISPOSITION NOTICE CREATED, TO BE SENT TO IB
07/07/2026
NRCC
NOTICE OF REGISTRATION CONFIRMATION EMAILED
04/07/2026
R.PR
REGISTERED-PRINCIPAL REGISTER
04/07/2026
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
02/17/2026
PUBO
PUBLISHED FOR OPPOSITION
02/17/2026
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
02/11/2026
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
01/22/2026
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
01/12/2026
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
01/12/2026
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
01/12/2026
RFNT
REFUSAL PROCESSED BY IB
08/23/2025
RFCS
NON-FINAL ACTION MAILED - REFUSAL SENT TO IB
07/31/2025
RFRR
REFUSAL PROCESSED BY MPU
07/31/2025
RFCR
NON-FINAL ACTION (IB REFUSAL) PREPARED FOR REVIEW
06/10/2025
CNRT
NON-FINAL ACTION WRITTEN
06/09/2025
DOCK
ASSIGNED TO EXAMINER
06/05/2025
MAFR
APPLICATION FILING RECEIPT MAILED
03/22/2025
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
03/22/2025
REPR
SN ASSIGNED FOR SECT 66A APPL FROM IB
03/20/2025
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