BILL ANALYSIS                                                                                                                                                                                                    



                                                                SB 708
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        SENATE THIRD READING
        SB 708 (Speier)
        As Amended September 5, 2001
        Majority vote 

         SENATE VOTE  :24-12  
         
         INSURANCE           10-4        JUDICIARY           7-3         
         
         ----------------------------------------------------------------- 
        |Ayes:|Calderon, Chavez, Diaz,   |Ayes:|Steinberg, Corbett,       |
        |     |Dutra, Frommer, Havice,   |     |Dutra, Jackson,           |
        |     |Horton, Keeley, Kehoe,    |     |Longville, Shelley, Wayne |
        |     |Steinberg                 |     |                          |
        |     |                          |     |                          |
        |-----+--------------------------+-----+--------------------------|
        |Nays:|Bogh, John Campbell,      |Nays:|Robert Pacheco, Bates,    |
        |     |Harman, Richman           |     |Harman                    |
        |     |                          |     |                          |
         ----------------------------------------------------------------- 
         APPROPRIATIONS      14-6                                        
         
         -------------------------------- 
        |Ayes:|Migden, Alquist, Aroner,  |
        |     |Washington, Corbett,      |
        |     |Correa, Goldberg, Papan,  |
        |     |Pavley, Simitian,         |
        |     |Thomson, Wesson, Wiggins, |
        |     |Wright                    |
        |     |                          |
        |-----+--------------------------|
        |Nays:|Bates, Ashburn, Daucher,  |
        |     |Robert Pacheco, Runner,   |
        |     |Zettel                    |
        |     |                          |
         -------------------------------- 
         SUMMARY  :  Creates new requirements for earthquake insurance  
        adjusters and insurers, expands the earthquake mediation program to  
        include automotive claims, prohibits the Department of Insurance  
        (DOI) from refusing to investigate complaints under specified  
        circumstances, and limits the authority of DOI to enter into  
        settlement agreements referencing the existence of extraordinary  
        circumstances.  Specifically,  this bill  :   

        1)Requires DOI to adopt regulations, consistent with the training  
          standards of the California Earthquake Authority, relating to the  







                                                                SB 708
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          training of earthquake insurance adjusters.  Requires insurers to  
          train and accredit adjusters on or before December 31, 2004, and  
          requires insurers using unaccredited adjusters to submit the names  
          of those adjusters to DOI, along with the claim number of the  
          claim adjusted by that adjuster.  Provides that an adjuster need  
          only be trained and accredited once, even if the adjuster later  
          adjusts claims for a different insurer.

        2)Makes the following changes to the DOI earthquake mediation  
          program:  expands the program to include disputes arising with  
          regard to personal lines of automotive insurance; prohibits DOI  
          from referring a claim to mediation unless the amount claimed  
          exceeds $7,500 and the amount in dispute exceeds $2,000; increases  
          the cap on fees paid for mediations from $400 to $700; provides  
          that the administrative expenses for the mediation program be paid  
          from existing resources available to DOI and any additional  
          resources required by DOI be made available by an annual  
          appropriation in the Budget Act; extends the sunset date on the  
          mediation program to January 1, 2006; and, makes other minor  
          changes to the mediation program.

        3)Specifies that information released to the public by DOI regarding  
          complaints against insurers include the number and type of  
          violations by reference to the line of insurance and the law  
          violated.  

        4)Prohibits the IC from declining to investigate a complaint for any  
          of the following reasons:  the insured is represented by an  
          attorney in a dispute with an insurer, or is in mediation or  
          arbitration; the insured has a civil action against an insurer; or  
          the complaint is from an attorney, if the complaint is based upon  
          evidence or reasonable beliefs about violations of law known to an  
          attorney because of a civil action.

        5)Requires that a letter or legal opinion signed by the IC or DOI's  
          chief counsel that is prepared in response to an inquiry from an  
          insured and that discusses the application of the Insurance Code  
          or the IC's regulations in general or in connection with specific  
          facts be made public.

        6)Defines "extraordinary circumstances" to mean circumstances  
          outside the control of a licensee that severely and materially  
          affect the licensee's ability to conduct normal business  
          operations, and authorizes the IC to consider the existence of  
          extraordinary circumstances in determining noncompliance with the  
          law and appropriate penalties.  Prohibits a settlement agreement  







                                                                SB 708
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          between the IC and an insurer from referencing the existence of  
          extraordinary circumstances, unless certain requirements are met.
         
        EXISTING LAW  does not provide training standards for earthquake  
        insurance adjusters.  Existing law also requires DOI to establish a  
        mediation program for disputes between claimants and insurers  
        arising out of the 1994 Northridge earthquake and provides that the  
        cost of mediation shall be borne by the insurer.  No party is  
        required to accept any agreement proposed during mediation, but if  
        such agreement is accepted, it shall be binding upon the parties.   
        Existing law authorizes the mediation program to continue until  
        January 1, 2005. 

         FISCAL EFFECT  :  According to the Senate Committee on Appropriations,  
        this bill will result in administrative costs to DOI amounting to  
        $886,000 in 2001-02, $1.4 million in 2002-03, and $1.4 million in  
        2003-04.  According to DOI, first-year costs will be $115,000 in  
        2001-02 and there will be ongoing annual costs of $198,000  
        thereafter from the Insurance Fund, mostly to provide assistance to  
        insureds who are represented by counsel.  According to the Assembly  
        Committee on Appropriations, expansion of mediation program will  
        result in first-year costs of $886,000 and ongoing costs of $1.4  
        million, subject to a Budget Act appropriation.

         COMMENTS  :  The author introduced this bill to address the  
        legislative recommendations made in the August 28, 2000, Senate  
        Insurance Committee report entitled  Department of Insurance in  
        Rubble After Northridge  .  As a result of one of these  
        recommendations, the author has proposed that DOI's mediation  
        program be made available to automotive claims.  According to DOI,  
        last year it received 1,406 first party private passenger automobile  
        written complaints, and DIO has estimated that about 40% (562) of  
        the complaints may have been eligible for mediation under an  
        expanded program.  In the interest of balancing the need for prompt  
        and fair settlement with the need to cope with a natural disaster,  
        the author has also proposed that a company's existing adjusters be  
        trained in earthquake damage adjustment.  

        Supporters believe that expanding the earthquake mediation program  
        would give consumers, particularly those with smaller claims, a way  
        to informally resolve disputes with insurers.  Supporters also feel  
        that making public letters and legal opinions signed by the IC or  
        DOI's chief counsel would be useful in helping the public understand  
        how insurance laws and regulations are applied and provide for  
        consistency in their application. 








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        Opponents to this bill dispute the need to expand the earthquake  
        mediation program to include automotive claims.  Opponents also  
        dispute the bill's proposal to make public letters or legal opinions  
        signed by the IC or DOI's chief counsel.  Opponents state that the  
        authority to issue such an opinion lies with the Attorney General,  
        and that releasing this information to the public creates the  
        inference that these opinions carry the weight of law or otherwise  
        have the force and effect of law. 

        This bill is related to SB 658 (Escutia) of this session, pending in  
        the Assembly, which modifies the standard form fire policy and  
        earthquake insurance policies by setting forth new requirements  
        regarding examination under oath, appraisal, and adjusters; and SB  
        1899 (Burton), Chapter 1090, Statutes of 2000, which granted  
        Northridge earthquake victims an additional year in which to make  
        claims that were otherwise time-barred.  

         
        Analysis Prepared by  :  M. Christine Iway / INS. / (916) 319-2086 



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