BILL ANALYSIS                                                                                                                                                                                                    



                                                                  AB 730
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          ASSEBLY THIRD READING
          AB 730 (De La Torre)
          As Amended April 29, 2009
          Majority vote 

           HEALTH              12-3        JUDICIARY           9-1         
           
           ----------------------------------------------------------------- 
          |Ayes:|Jones, Ammiano, Block,    |Ayes:|Feuer, Tran, Brownley,    |
          |     |Carter,     De La Torre,  |     |Evans, Jones, Krekorian,  |
          |     |De Leon, Hall, Hayashi,   |     |Lieu, Monning, Nielsen    |
          |     |Hernandez, Bonnie         |     |                          |
          |     |Lowenthal, Hill, Salas    |     |                          |
          |     |                          |     |                          |
          |-----+--------------------------+-----+--------------------------|
          |Nays:|Adams, Conway, Gaines     |Nays:|Knight                    |
          |     |                          |     |                          |
           ----------------------------------------------------------------- 
           APPROPRIATIONS      11-0                                        
           
           ---------------------------------- 
          |Ayes:|De Leon, Ammiano, Charles   |
          |     |Calderon, Davis, Krekorian, |
          |     |Hall, John A. Perez, Price, |
          |     |Skinner, Solorio, Torlakson |
          |     |                            |
           ---------------------------------- 
           SUMMARY  :   Increases the maximum civil penalty for health  
          insurance post-claims underwriting from $118 per violation to  
          $5,000 per violation for insurers under the jurisdiction of the  
          Commissioner of the California Department of Insurance (CDI) and  
          requires the penalties and civil penalties established to be  
          determined at a hearing conducted in accordance with the  
          Administrative Procedures Act (APA).  Specifically,  this bill  :  

          1)Increases the maximum civil penalty for each act of  
            post-claims underwriting, as prohibited in the Insurance Code,  
            from $118 to a maximum of $5,000 for each act, and up to  
            $10,000 for each act or violation where the health insurer  
            knew or had reason to know that the act was unlawful.

          2)Requires civil penalties and disciplinary actions imposed  
            against insurers for specified violations of the Insurance  
            Code, including post-claims underwriting violations, to be  








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            determined at a hearing conducted in accordance with the APA.

           EXISTING LAW  : 

          1)Provides for regulation of health plans by the Department of  
            Managed Health Care (DMHC) under the Knox-Keene Health Care  
            Service Plan Act of 1975 (Knox-Keene) and for regulation of  
            disability insurers who sell health insurance (health  
            insurers) by the CDI under the Insurance Code.

          2)Prohibits health plans and health insurers from engaging in  
            "post-claims underwriting," defined as rescinding, canceling,  
            or limiting of a plan contract due to a plan or insurer's  
            failure to complete medical underwriting and resolve all  
            reasonable questions arising from written information  
            submitted on or with an application before issuing the plan  
            contract or policy.  For health plans regulated by DMHC,  
            provides that the prohibition against post-claims underwriting  
            does not limit a plan's remedies upon a showing of willful  
            misrepresentation.  

          3)Prohibits a health plan or health insurer from rescinding or  
            modifying an authorization for services after the service is  
            rendered, for any reason, including but not limited to, the  
            health plan or health insurer's subsequent rescission,  
            cancellation, or modification of the enrollee or insured's  
            contract or policy, or the health plan or health insurer's  
            subsequent determination that the carrier did not make an  
            accurate determination of the enrollee or subscriber's  
            eligibility.

          4)Specifically prohibits health insurers, but not health plans,  
            from voiding (rescinding) a policy or denying a claim based on  
            misstatements in the application after two years, except for  
            fraudulent misrepresentations, sometimes referred to as an  
            "incontestability clause" for insurance purposes.

          5)Under the Insurance Code, authorizes the Insurance  
            Commissioner, after appropriate notice and opportunity for a  
            hearing, to impose civil penalties of up to $118 for each  
            violation of specified provisions of the Insurance Code  
            relating to disability insurance, including the prohibition  
            against post-claims underwriting.  Authorizes civil penalties  
            for certain unfair or deceptive acts or practices, or for  








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            violations of specified orders issued by the Commissioner, of  
            up to $5,000 for each act, or up to $10,000 for each willful  
            act, and imposes penalties of up to $55,000 for certain  
            violations of specified cease and desist or court orders.

          6)Under Knox-Keene, authorizes the Director of DMHC, after  
            appropriate notice and opportunity for a hearing, to by order  
            suspend or revoke any license issued under Knox-Keene, or to  
            assess administrative penalties of any amount, if the Director  
            determines that the licensee has committed specified acts or  
            omissions constituting grounds for disciplinary action,  
            establishes civil penalties of up to $2,500 per violation for  
            any person who violates any provision of Knox-Keene, and  
            establishes criminal penalties of up to $10,000 for willful  
            violations.

           FISCAL EFFECT  :   According to the Assembly Appropriations  
          Committee, this bill results in minor absorbable workload to CDI  
          to continue oversight of health insurers in the individual  
          insurance market. 

           COMMENTS  :   According to the author, this bill is intended to  
          bring the penalties for health insurers engaging in post-claims  
          underwriting more in line with the penalties available under  
          Knox-Keene.  The author points out that in recent rescission  
          cases involving Anthem Blue Cross, for example, CDI fined Anthem  
          $1 million for 2,330 members, or $429 per member, while DMHC  
          fined Anthem $10 million for 1,840 members, or more than $5,000  
          per member.  In addition, the author argues that this bill  
          clarifies that CDI-approved health insurance policies and  
          materials, approved in languages other than English, are the  
          official documents.  

          The practice of waiting for a health care claim to come in and  
          then canceling or rescinding the policy retroactively, based on  
          alleged misrepresentations or omissions at the time of  
          application, is known as "post-claims underwriting."   
          Post-claims underwriting is essentially using the underwriting  
          process, review of a person's health status or health service  
          use to determine insurability, after the fact instead of before  
          coverage is offered.  Post-claims underwriting is prohibited  
          under both Knox-Keene and the Insurance Code and health plans  
          under both departments are required to complete medical  
          underwriting and to have answered all reasonable questions  








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          arising from written information submitted on or with an  
          application prior to issuing the coverage, as specified.  

          CDI, as sponsor of this bill, writes that the penalties  
          established in this bill are at the standard level for CDI's  
          major fines and will make it clear that illegal rescission of  
          health insurance is an especially noteworthy violation of law.   
          The California Medical Association (CMA) writes in support of  
          this bill, that parity between the two oversight agencies  
          regulating health care is crucial.  CMA views the change in this  
          bill as conforming CDI and DMHC authority to assess civil  
          penalties for unlawful rescission.  The Professional Fiduciary  
          Association of California supports this bill as a protection for  
          the most vulnerable in the state and accountability from those  
          who provide services to the public.

          The Association of California Life and Health Insurance  
          Companies (ACLHIC) writes opposed to this bill unless it is  
          amended to change the "knowing" standard for the higher $10,000  
          penalty to a "willful" standard.  ACLHIC suggests that this  
          change to willful for the higher fine would make the fining  
          authority for CDI comparable to the fining authority of DMHC.   
          ACLHIC states that it has no objection with increasing penalties  
          to reflect today's marketplace.  ACLHIC does, however, object to  
          making the fines more stringent for CDI-regulated health  
          insurers than the penalties for plans regulated under DMHC.

          The intent of this bill is to increase fines for health insurers  
          engaging in post-claims underwriting, as well as to make  
          post-claims underwriting fines comparable between DMHC and CDI.   
          This bill deals entirely with civil penalties, and, in that way,  
          may not be completely comparable to Knox-Keene fines typically  
          imposed for post-claims underwriting violations.  According to  
          DMHC, the fines imposed on health plans related to post-claims  
          underwriting and rescission are generally administrative  
          penalties, not civil penalties.  Under Knox-Keene, the DMHC  
          administrative fine authority has no dollar limits or maximums.   
          The civil penalty authority is limited to $2,500 per violation.   
          Criminal penalties for a willful violation may be up to $10,000  
          per violation.  

          See the April 14, 2009 Assembly Health Committee analysis for  
          additional discussion regarding post-claims underwriting and the  
          regulatory and legal history affecting these practices.








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          Analysis Prepared by  :    Deborah Kelch / HEALTH / (916) 319-2097  



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