NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
07/31/2025
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Official data from USPTO
POLICY SMART
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Active USPTO registrationType: CombinedOffice: United States
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
08/01/2025
Trademark type
Combined
Nice classes
35, 36
Filing date
02/27/2018
Registration date
03/26/2019
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
07/31/2025
Last transaction
08/01/2025
Responsible office
United States Patent and Trademark Office
Status code
702
Official register
Principal Register
First use anywhere
06/04/2004
First use in commerce
06/04/2004
Drawing code
3
Owner type
03
Owner location
New York, NY
Examiner
BROWN, BARBARA
Current location
Historical data usage
Mark description
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".
Holders and representatives
Holders
CMR & Associates, Inc.
Representatives
Hans J Crosby ON CALL ATTORNEYS / CROSBY LAW
Technical classification
Nice Classes
Class 35Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 35
Data compiling and analyzing in the field of insurance; Insurance lead collection and matching servicesmatching consumer requests for insurance policy quotes collected over the internet to pre-qualified insurance brokersagents and agencies interested in those requests; Providing a pricing program in the field of property and casualty insurance through which members of designated associationsorganizationsgroups may be offered or granted downward adjustments in the premiums for such insurance; Providing insurance agent referrals
Class 36
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 medicaldentallife insurance including short term disabilitylong term disabilitycancer insuranceaccidental 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 servicesproviding 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 servicesproviding premium rate quotes via on-linetelephone and mail means; Providing detailed information regarding available insurance products for commercial property and casualtyprofessional 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
Publications
History of USPTO decisions and trademark events.
21 publications found
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
07/31/2025
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
07/31/2025
E815
TEAS SECTION 8 & 15 RECEIVED
03/26/2025
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
03/26/2024
R.PR
REGISTERED-PRINCIPAL REGISTER
03/26/2019
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
01/08/2019
PUBO
PUBLISHED FOR OPPOSITION
01/08/2019
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
12/19/2018
ALIE
ASSIGNED TO LIE
12/03/2018
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
11/14/2018
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
10/11/2018
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
10/11/2018
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
10/11/2018
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
06/20/2018
GNRT
NON-FINAL ACTION E-MAILED
06/20/2018
CNRT
NON-FINAL ACTION WRITTEN
06/20/2018
DOCK
ASSIGNED TO EXAMINER
06/11/2018
MDSC
NOTICE OF DESIGN SEARCH CODE E-MAILED
03/07/2018
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
03/06/2018
NWAP
NEW APPLICATION ENTERED
03/02/2018
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