BILL ANALYSIS                                                                                                                                                                                                    






                           SENATE JUDICIARY COMMITTEE
                            Martha M. Escutia, Chair
                           2001-2002 Regular Session


          SB 708                                                 S
          Senator Speier                                         B
          As Introduced
          Hearing Date:  April 24, 2001                          7
          Insurance Code                                         0
          CJW:cjt                                                8
                                                                 

                                     SUBJECT
                                         
                  Insurance Claims:  Settlement and Practices

                                   DESCRIPTION 

          This bill would increase fines for deceptive trade  
          practices, expand an earthquake mediation program, prohibit  
          the Department of Insurance from refusing to investigate  
          claims submitted by attorneys, and create new requirements  
          for insurance adjusters.

                                    BACKGROUND  

          This bill is a follow-up to the Senate Insurance Committee  
          report of last year, and incorporates various proposals  
          made in the report.  It passed the Senate Insurance  
          Committee on a 5-1 vote.

          The bill has been referred to this Committee primarily to  
          review the proposed changes to the deceptive practice law  
          and the proposed expansion of the mediation program.  These  
          provisions, like others in the bill, are referred to by the  
          author as "works in progress," as the author continues to  
          work with the Department of Insurance and industry  
          representatives on how best to implement reforms and  
          correct perceived abuses by the former commissioner.  

                             CHANGES TO EXISTING LAW

            1.   Existing law  provides that any person who engages in  
            any unfair method of competition or any unfair or  
                                                                 
          (more)



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            deceptive act or practice, as specifically defined in the  
            law, is liable for a civil penalty to be fixed by the  
            commissioner, not to exceed $5,000 per act or, in cases  
            of willful violation, $10,000 per act.  The commissioner  
            has the authority to determine what violation[s],  
            individually or collectively, constitute "an act" for  
            purposes of the imposition of a fine.  [Ins. Code Sec.  
            790.035.]

             This bill  would increase the amounts of the specified  
            fines to reflect inflation, would delete the provision  
            permitting the commissioner to determine what constitutes  
            an act, would legislatively define "an act," and would  
            provide that the commissioner may order payment of a  
            claim in addition to levying a fine for a violation.

           2.   Existing law  , SB 882 (Rosenthal) of 1995, established  
            a mediation program beginning in October of 1995 for  
            disputes between claimants and insurers arising out of  
            the Northridge Earthquake of 1994.  The law sets forth  
            procedures for filing complaints, challenging referrals  
            to mediation, selecting and paying qualified mediators,  
            and disqualifying mediators with conflicts of interest,  
            and provides that the cost of mediation shall be borne by  
            the insurer.

             Existing law  further provides that no party is required  
            to accept any agreement proposed during mediation, but  
            that if such an agreement is accepted, it shall be  
            binding upon the parties.  Existing law requires the  
            commissioner to collect statistics on the use of the  
            program and to issue periodic reports on its status.   
            Finally, existing law provides that the program will  
            expire by statute on January 1, 2005, unless extended by  
            further legislation.   [Ins. Code Secs. 10089.70 -  
            10089.84.]

             This bill  would expand the mediation program to apply to  
            any property damage claim arising from personal  
            residential coverage, or from automobile coverage where  
            the claim exceeds $5,000, would make other minor changes  
            and updates in the law, and would retain the program's  
            current expiration date.

           3.   Existing law  requires the commissioner to receive and  
                                                                       




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            investigate complaints, and to prosecute insurers where  
            appropriate.

             This bill  would provide that the commissioner shall not  
            decline to investigate complaints because the insured is  
            represented by an attorney or is pursuing a civil action  
            against the insurer.

           4.   Existing law  provides for notices of violation to be  
            sent to insurers, but  provides for only summaries of  
            violations in public documents.   Existing law further  
            provides that insurers may invoke "extraordinary  
            circumstances" in certain instances to justify  
            noncompliance with the law.

             This bill  would require the Department's legal opinions  
            or letters discussing application of the law to be made  
            public, with any private information redacted.  This bill  
            further would limit the circumstances in which  
            "extraordinary circumstances" may be raised to justify  
            noncompliance with the law.

           5.   Existing law  makes no provision for training standards  
            for insurance adjusters in the area of earthquake damage.

             This bill  would require the Department of Insurance to  
            adopt regulations setting such standards by December 31,  
            2004, and after that date would require insurers using  
            adjusters for earthquake claims who have not received  
            such training to submit the names of those adjusters and  
            information about earthquake claims they have adjusted to  
            the Department.   

                                     COMMENT

           1.   Stated need for legislation  

            The author, the sponsor of this bill, states that many of  
            its provisions arise from legislative recommendations  
            made in last year's Senate Insurance Committee Report  
            entitled  Department of Insurance in Rubble After  
            Northridge  .   In its general findings, the report noted  
            that the former commissioner's ability to abuse the power  
            of his office was aided by "numerous ambiguities in  
            California law" and the "immense regulatory power"  
                                                                       




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            granted to the commissioner.  The report further noted  
            that written rules and regulations, "a first line of  
            defense against abuse of government power," were largely  
            nonexistent in the Department of Insurance.  

            The report's legislative recommendations included  
            expansion of the earthquake insurance mediation program  
            established in 1995 to encompass other types of claims.   
            Although the earthquake program had received "mixed  
            reviews," according to the report, "the concept of  
            mediation of claims after a catastrophe would appear to  
            be sound."

           2.   Expansion of mediation program

             The report recommended that the Legislature establish and  
            fund an ongoing catastrophe mediation program.  Noting  
            that California experiences catastrophes other than  
            earthquakes, such as floods and wildfires, and that these  
            events cause millions of dollars in property damage, the  
            report stated that a well-managed mediation program could  
            speed up settlements and reduce lawsuits.

            After consultations with the current commissioner, Harry  
            Low, and after meeting with many elderly and poorly  
            educated consumers who were unable to find legal  
            representation when insurers denied their claims, the  
            author proposes in this bill to expand the earthquake  
            mediation program to include claims for residential real  
            and personal property damage (for properties consisting  
            of not more than four dwelling units), and claims for  
            automobile damage where the claim exceeds $5,000, and the  
            amount in dispute exceeds $1,000.   

            The proposed bill makes other minor amendments to the  
            expanded program, but provides no funding.  Finally, the  
            bill retains the current program's required collection of  
            statistical information and reports on the status of the  
            program, as well as its expiration date of January 1,  
            2005, essentially treating it as a pilot program. 

           3.   Opponents' concerns  

            Several of the insurance organizations opposing this bill  
            express concerns about its proposed expansion of the  
                                                                       




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            earthquake insurance mediation program, arguing that it  
            arbitrarily displaces the arbitration provisions included  
            in most insurance contracts and the court-administered  
            mediation program provided for in Title 11.6 of the Code  
            of Civil Procedure.

            Opponents also note that unlike catastrophes, which tend  
            to result in "high severity, low frequency" claims, most  
            of the homeowner and particularly the automobile claims  
            that would be included in the proposed expansion of the  
            program are "low severity, high frequency" claims, which  
            are better suited to small claims court and which would  
            overwhelm a mediation program without a vastly increased  
            bureaucracy to support it, and would further burden and  
            delay the claims process.  Requiring the insurer to bear  
            the costs of mediation, and the increased bureaucracy  
            that would result, would result in higher premiums to  
            consumers.  

            Opponents suggest that, to narrow the amounts of claims  
            in mediation, the proposed threshold for automobile  
            claims be "raised significantly" and a similar threshhold  
            be applied to residential claims.

            The author responds that this bill is a work in progress,  
            and that consultations and negotiations on the proposed  
            program expansion are continuing.

           4.   Unfair trade practice provision a work in progress   

            Another "work in progress" is the bill's deletion of the  
            code provision allowing the commissioner to determine  
            what constitutes "an act" for the purposes of levying a  
            fine, and attempting to replace that unlimited discretion  
            with a defined statutory and/or regulatory process.  The  
            author notes that such a determination is complex,  
            involving how individual violations should be weighed,  
            and whether they should be considered individually or  
            collectively, in assessing a fine.  The author is engaged  
            in continued consultations with the Department and  
            insurance regulators in other states, as well as with  
            industry representatives, to craft a statutory and  
            regulatory scheme addressing this issue.  The author  
            expects further input in this area from the Assembly  
            Insurance Committee.
                                                                       




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          Support:  Consumer Attorneys of California; Consumers Union

          Opposition:  Alliance of American Insurers; American  
                    Insurance Association; Association of California  
                    Insurance Companies; Personal Insurance  
                    Federation of California; National Association of  
                    Independent Insurers

                                     HISTORY
           
          Source:  Author

          Related Pending Legislation:  AB 1181 (Calderon); requires  
                Insurance Commissioner to make specified findings of  
                law and fact in any final settlement agreement and to  
                consider, among other things, whether violations of  
                the law by an insurer were inadvertent, intentional,  
                or known to senior management of company (passed  
                Assembly Insurance Committee, 13-0; pending in  
                Assembly Judiciary Committee).

          Prior Legislation:  SB 1355 (Torres) 1994; vetoed

          Prior Vote:  Passed Senate Insurance Committee, 5-1
          
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