U.S. federal trademark · Serial No. 85888294 · Reg. No. 4589610
Downloadable software for insurance agents to create and edit client databases including client biographical, contact, health, needs, policy, premium and related information as well as to organize agent sales information including referrals, leads, commissions, goals, correspondence and related information, spreadsheet templates, word-processing forms and templates including organization and client relations documents, organizational files, and other CRM functionality and tools for business calculations
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.