VERTAFORE, INC.

Software as a service (SAAS) services featuring software for use in facilitating communications between a company and their customers

Software as a service (SAAS) services featuring software for managing the business of insurance agencies; Providing on-line non-downloadable software for offering insurance quotes, processing applicant and policy holder data, and storing information necessary for insurance policy issuance, maintenance, and claims; Providing on-line non-downloadable software for database management and application and database integration

Providing on-line non-downloadable software for the purpose of generating insurance quotes and issuing policies which are compliant with third-party standards

Providing on-line non-downloadable software for database management, for application and database integration

Business data analysis; analyzing and compiling business data; compiling and analyzing statistics, data and other sources of information for business purposes | Providing on-line non-downloadable software for database management, for application and database integration

Computer software for searching and manipulating real-time data

"SOFTWARE"

PROVIDING TEMPORARY USE OF ON-LINE NON-DOWNLOADABLE SOFTWARE FOR THE EXCHANGE AND ANALYSIS OF INFORMATION RELATING TO INSURANCE POLICIES, PROSPECTIVE PURCHASERS OF INSURANCE, AND INSURANCE TRANSACTIONS BETWEEN INSURANCE BROKERS, INSURANCE CARRIERS AND INSUREDS

"PRODUCER"

Providing an online database containing insurance regulatory and licensing information; providing an online database containing insurance regulatory compliance information; Providing temporary use of online non-downloadable software, cloud computing featuring software and software-as-a service services for online licensing, renewal, compliance, relationship management, license tracking, and for use in accessing on-line databases containing insurance regulatory, licensing, and compliance information; all of the above in the field of insurance; providing an online software platform that enables others to obtain, renew, manage, and track insurance licenses and to ensure compliance with insurance laws

Non-downloadable web-based computer software for managing the business of independent insurance agencies, featuring modular systems that allow the purchaser to select from among specific features, namely, online data hosting services, carrier downloads and realtime interfacing, customer history and relations management tools, commission management, marketing and cross-marketing tools, messaging, calendaring, task management, reporting, scanning, billing, and interfacing with other systems

Matching clients of insurance brokers with insurance carriers

Class 042: Providing temporary use of on-line non-downloadable software, cloud computing featuring software, and software as a service (SaaS) services featuring software, all for use by professionals in the field of insurance for workflow management and for electronic document and file management; technical support services, namely, troubleshooting of workflow management and electronic document and file management software problems; computer software consultation, namely, workflow management and electronic document and file management software consultation

Providing on-line databases and reference information in the field of insurance, all for use by insurance regulatory agencies and insurance carriers, agencies, brokers, and producers

Computer software for the electronic transmission of data via computer terminals and the Internet in the field of insurance, and user manuals sold therewith; computer software for the transfer and transmission of data for use in business transactions in the field of insurance, and user manuals sold therewith

Class 042: Providing temporary use of online non-downloadable computer software for business process management and workflow management for use in the fields of insurance, employee benefits, financial risk management, and financial planning

Class 009: Computer software for business process management and workflow management for use in the fields of insurance, employee benefits, financial risk management, and financial planning

Computer software for use in the field of insurance; computer software for the management of information and data in the field of insurance; computer software for workflow management, business intelligence reporting, risk management and analysis, and monitoring insurance regulatory compliance

Computer software for use in the field of insurance; computer software for the management of information and data in the field of insurance; computer software for workflow management, business intelligence reporting, risk management and analysis, and monitoring insurance regulatory compliance | Insurance information and consultancy in connection with the administration of insurance and employee benefit plans and related financial services; providing on-line databases containing information in the fields of insurance policies, plans and rates, employee benefits, financial risk management and financial planning | Educational services, namely, providing classes, workshops, and training sessions in the field of computer systems and computer software programs | Providing temporary use of online non-downloadable software for use in the field of insurance; providing temporary use of online non-downloadable software for the management of information and data in the field of insurance; providing temporary use of online non-downloadable software for workflow management, customer relationship management, employment and employee benefits management; design and development of computer software

Insurance information and consultancy in connection with the administration of insurance and employee benefit plans and related financial risk management; providing on-line databases containing information in the fields of insurance policies, plans and rates, employee benefits, financial risk management and financial planning | Educational services, namely, providing classes, workshops, and training sessions in the field of computer systems and computer software programs | Providing temporary use of online non-downloadable software for workflow management, customer relationship management, employment and employee benefits management

Providing a searchable online database of stories and content in the field of insurance

"FOR STATES"

Providing a customized, self service web portal for employers and their employees to access information in the field of property, casualty and benefits insurance

"NETWORK"

Temporary use of online non-downloadable computer software for managing insurance premium financing and for insurance premium financing quotes

Class 042: Temporary use of online non-downloadable computer software for use in the transmission of information and data in the field of insurance premium financing

"PERFORMANCE ANALYZER"

Computer software for use in providing a database of insurance information in the field of risk management and analysis, commercial sales process and workflow of insurance needs analysis; computer software for use in generating proposals in the commercial sales process, for use in generating insurance forms, for use in conducting risk assessment surveys in the field of commercial risk assessment; computer software for use in the management and workflow of insurance policies and accounts that allows users to input, edit, change, and store data to create insurance binders, certificates, auto ID cards and safety program templates

Class 041: Educational services, namely, providing certification classes, workshops, and training sessions in the fields of software, insurance, and technology, and distributing course materials and printed certification certificates associated therewith

Class 036: Providing databases of information in the fields of insurance and employee benefits; providing databases featuring information regarding the excess and surplus lines insurance markets, specialty insurance coverage, insurance carriers, insurance providers, and insurance agents and brokers; and providing databases in the fields of insurance and employee benefits wherein users can search for insurance professionals and insurance providers that offer various lines of insurance and employee benefits products

Class 009: Computer software, namely, software for insurance commissions management, insurance incentive compensation management, insurance policy management, insurance payment processing, insurance agent lead management, and related commission, incentive, and policy reporting; but excluding computer software for the creation and delivery of certification tests and exams

Computer software for providing file management including producing, tagging, indexing, retrieving, accessing, displaying, categorizing, annotating, processing, and workflow management of files representing documents and images; Computer software for scanning documents and images; Computer software for storing, transferring, and tracking files in a network

computer software for providing file management including producing, tagging, indexing, retrieving, accessing, displaying, categorizing, annotation, processing, and workflow management of files representing documents [ ad ] * and * images; computer software for scanning documents and images; computer software for storing, transferring, and tracking files in a network; technical support services, namely, troubleshooting of file and workflow management software problems; computer software consultation; namely, consultation for file and workflow management software

BENEFITS

"MARKETS"

Class 042: Providing web-based online non-downloadable software for use in electronically completing, protecting, and transferring documents shared between an applicant, insurance carrier and a state, relating to license applications, appointments, letters of certification, renewals and terminations, background investigations, and tracking educational requirements all within the field of insurance regulation

Providing online non-downloadable software for use in electronically completing, transferring [, and protecting ] documents shared between an applicant, an insurance carrier, and a state, relating to recruiting, hiring, application processing, investigations [, insurance code enforcement, regulatory examinations, and revenue management ] in the field of insurance regulatory compliance

Computer software for providing insurance rating and underwriting information for insurance agents

SERVICE 24/7 ALWAYS OPEN as to International Class 35 and as to the technical support services in International Class 42

Providing temporary use of online non-downloadable computer software used for determining and calculating insurance rating, insurance quotes, insurance underwriting and processing of insurance claims, and for processing applicant and policy holder data and information necessary for insurance policy issuance, maintenance, and claims; providing temporary use of online non-downloadable software for database management, for application and database integration, for creating searchable databases of information and data, for the collection, editing, organizing, modifying, transmission, storage, sharing, receiving of data and information, for obtaining real-time quotes and information, and for transmitting via global computer networks insurance policy submissions and issuance; custom computer software design for others; and technical support services, namely, troubleshooting of computer hardware and software problems

Downloadable software and computer software for managing an insurance agency's daily business operations; Providing temporary use of online non-downloadable software for managing an insurance agency's daily business operations

Downloadable software and computer software for managing an insurance agency's daily business operations; Providing temporary use of online non-downloadable software for managing an insurance agency's daily business operations