POLICYBOOK
LIVE

Serial Number

79419700

Owner

PolicyBook Inc.

Attorney

Richard Y. Kim

Filing Date

Dec 19, 2024

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POLICYBOOK Trademark

Serial Number: 79419700 • Registration: 8200291

POLICYBOOK is a trademark filed by PolicyBook Inc. on December 19, 2024. The trademark is classified under Class 36 (Insurance & Financial), Class 42 (Computer & Scientific). The application is currently registered and active.

Owner Contact Info

PolicyBook Inc.

2200 Rue Stanley

Entity Type: 03

Trademark Details

Filing Date

December 19, 2024

Registration Date

April 7, 2026

Published for Opposition

February 17, 2026

Goods & Services

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.

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 data, transmitting data, creating data visualizations, data processing, data extracting, and analyzing 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 support, namely, troubleshooting of computer software problems in the field of insurance and wealth management

Filing History

NOTICE OF REGISTRATION CONFIRMATION EMAILED
Apr 7, 2026 NRCC
REGISTERED-PRINCIPAL REGISTER
Apr 7, 2026 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Feb 17, 2026 NPUB
PUBLISHED FOR OPPOSITION
Feb 17, 2026 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Feb 11, 2026 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Jan 22, 2026 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Jan 12, 2026 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Jan 12, 2026 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Jan 12, 2026 TROA
REFUSAL PROCESSED BY IB
Aug 23, 2025 RFNT
NON-FINAL ACTION MAILED - REFUSAL SENT TO IB
Jul 31, 2025 RFCS
REFUSAL PROCESSED BY MPU
Jul 31, 2025 RFRR
NON-FINAL ACTION (IB REFUSAL) PREPARED FOR REVIEW
Jun 10, 2025 RFCR
NON-FINAL ACTION WRITTEN
Jun 9, 2025 CNRT
ASSIGNED TO EXAMINER
Jun 5, 2025 DOCK
APPLICATION FILING RECEIPT MAILED
Mar 22, 2025 MAFR
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Mar 22, 2025 NWOS
SN ASSIGNED FOR SECT 66A APPL FROM IB
Mar 20, 2025 REPR