Notation to File

NOTE TO THE FILE

SERIAL NUMBER:            90123664

DATE:                                12/22/2020

NAME:                               jgagliardi

NOTE:         

Searched:                                                             
     Google                            
     Lexis/Nexis                       
     OneLook
     Wikipedia
     Acronym Finder                         Protest evidence reviewed
     Other:

Checked:                                                             
     Geographic significance          
     Surname                          
     Translation
     ID with ID/CLASS mailbox

     Checked list of approved Canadian attorneys and agents

Discussed file with
Attorney/Applicant via:
        phone                               Left message with
    X   email                               Attorney/Applicant

     Requested Law Library search       X   Issued Examiner’s Amendment
     for:                                   and entered changes in TRADEUPS

        PRINT        DO NOT PRINT           Added design code in TRADEUPS
     Description of the mark
     Translation statement                  Re-imaged standard character
                                            drawing
     Negative translation statement             
     Consent of living individual           Contacted TM MADRID ID/CLASS
                                            about misclassified definite ID
     Changed TRADEUPS to:

     OTHER:

 

From: Beverly Marsh <bmarsh@standleyllp.com>
Sent: Monday, December 21, 2020 9:46 AM
To: Gagliardi, Jeanine <Jeanine.Gagliardi@USPTO.GOV>; Trademarks <Trademarks@standleyllp.com>
Subject: RE: Your docket no. STA1898-365 - US Trademark Application Serial No. 90123664 (STATE AUTO CONNECT): proposed amended identification in Class 042 & disclaimer

 

Dear Ms. Gagliardi,

 

Thank you for your email.  We agree to the amended identification of services you have proposed below.  We also agree to entry of a disclaimer for the word “AUTO.”

 

Please let us know if you need anything else.

 

Best Regards and Happy Holidays!

 

Beverly

 

 

BEVERLY A. MARSH Attorney at Law • Registered Patent Attorney 6300 Riverside Drive • Dublin, OH 43017 • USA tel (614) 792-5555 • fax (614) 792-5536 bmarsh@standleyllp.com • www.standleyllp.com •

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From: Gagliardi, Jeanine <Jeanine.Gagliardi@USPTO.GOV>
Sent: Tuesday, December 15, 2020 6:58 PM
To: Trademarks <Trademarks@standleyllp.com>; Beverly Marsh <bmarsh@standleyllp.com>
Subject: Your docket no. STA1898-365 - US Trademark Application Serial No. 90123664 (STATE AUTO CONNECT): proposed amended identification in Class 042 & disclaimer

 

Dear Counsel,

 

I am examining the above-referenced trademark application.  There are a couple of issues, and I am writing to see if we can resolve them by agreement.

 

(1)   Identification of services:  The pertinent identification in the application is:

 

Class 042:        providing an internet website portal featuring non-downloadable software that enables insurance agents to quote, bind and service policies for a customer, and enables users to access and manage account information, obtain insurance cards, view billing information and make payments, manage automatic payment plans, obtain coverage information, submit claims, view claims information, initiate contact requests, and submit questions

 

The identification must be amended for the purposes of clarification and ensuring that the services are properly classified. 

 

            I would suggest the following amended identification, if accurate (proposed amendments in bold).

 

Class 042:        providing temporary use of online non-downloadable software that enables insurance agents to quote, bind and service policies for a customer, and enables users to access and manage account information, obtain insurance cards, view billing information and make payments, manage automatic payment plans, obtain coverage information, submit claims, view claims information, initiate contact requests, and submit questions

   

(2)   Disclaimer:  The wording “AUTO” must be disclaimed because it is descriptive of the services identified.  The Office does not allow applicants to claim exclusive rights to terms that others may need to use to describe their own goods or services in the marketplace.  A disclaimer does not affect the appearance of the mark.  The standardized format for a disclaimer is the addition of the following statement to the record:

 

No claim is made to the exclusive right to use “AUTO” apart from the mark as shown.

 

Would you let me know if the applicant would agree to amend the identification and to entry of the disclaimer?   In the event that we are able to agree on amendments by noon Eastern time on Tuesday, December 22, I can make the changes on my end so the application can proceed.

 

I look forward to hearing from you.

 

Very truly yours,

Jeanine