U.S. federal trademark · Serial No. 99311447 · Reg. No. 8160488
Software as a service (SAAS) services featuring software for use in the fields of insurance and finance for tracking and monitoring insurance compliance and financial regulatory compliance, for quoting insurance rates, for providing insurance placement in the nature of application assistance, getting, reviewing, and providing quotes and making insurance recommendations, and for customer relationship management; Software as a service (SAAS) services featuring software for archiving data, e-mail archiving and retrieval, data management and archive compliance; Software as a service (SAAS) services featuring software for use in financial planning; Software as a service (SAAS) services featuring software for financial planning; Providing online, non-downloadable computer software for financial planning use in financial planning; Providing on-line non-downloadable software for tracking and monitoring insurance compliance and financial regulatory compliance, for quoting insurance rates, for providing insurance placement in the nature of application assistance, getting, reviewing, and providing quotes and making insurance recommendations, and for customer relationship management; Providing temporary use of on-line non-downloadable software for retirement planning; Providing on-line non-downloadable software for financial planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.