BILL ANALYSIS                                                                                                                                                                                                    



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          ASSEMBLY THIRD READING
          AB 1054 (Coto)
          As Amended  January 11, 2010
          2/3 vote 

           INSURANCE           9-1         APPROPRIATIONS      17-0        
           
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          |Ayes:|Coto, Garrick, Blakeslee, |Ayes:|De Leon, Conway, Ammiano, |
          |     |                          |     |Bradford, Charles         |
          |     |Charles Calderon, Carter, |     |Calderon, Coto, Davis,    |
          |     |Hayashi, Nava, Niello,    |     |Fuentes, Hall, Harkey,    |
          |     |Torres                    |     |Miller, Nielsen, John A.  |
          |     |                          |     |Perez, Skinner, Solorio,  |
          |     |                          |     |Audra Strickland,         |
          |     |                          |     |Torlakson                 |
          |-----+--------------------------+-----+--------------------------|
          |Nays:|Feuer                     |     |                          |
          |     |                          |     |                          |
           ----------------------------------------------------------------- 
           SUMMARY  :  Provides that credit card expenses incurred by an  
          insurer are not part of an "efficiency standard" adopted by the  
          Insurance Commissioner (IC) for rate making purposes.   
          Specifically,  this bill  :  

          1)Specifies that in calculating an insurer's expenses for  
            rate-making purposes, the efficiency standard adopted by the  
            IC shall not include the costs paid by an insurer to a credit  
            card issuer for premiums paid by a policyholder by credit  
            card.

          2)States findings and declarations that the amendments to  
            Proposition 103 contained in the bill further the purposes of  
            the initiative.

           EXISTING LAW  :

          1)Establishes, based upon an initiative statute adopted by the  
            voters at the November 1988 General Election (Proposition  
            103), a comprehensive system of rate regulation for  
            property-casualty insurance rates.

            Provides that any legislative amendment to the initiative  
            statute must be passed by a vote of    2/3 of each House, and  








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            additionally must further the purposes of the initiative.

          2)Provides that no rate may be approved, or remain in effect, if  
            it is excessive, inadequate, unfairly discriminatory, or  
            otherwise in violation of certain insurance laws.

          3)Provides that an insurer shall not charge a rate unless it has  
            been approved by the IC - a "prior approval" system of rate  
            regulation.

          4)Empowers the IC to adopt regulations to implement the rate  
            regulation program.  In this regard, the IC has adopted  
            regulations that specify:  a) the information an insurer must  
            file in order to obtain approval of a rate; and, b) the rules  
            that govern the IC's consideration of the application.  In  
            particular, the IC adopted "efficiency standards" that cap the  
            amount of an insurer's actual expenses that can be built into  
            the rate and passed along to policyholders.


           FISCAL EFFECT  :  According to the Assembly Appropriations  
          Committee, minor absorbable workload for the Department of  
          Insurance to perform different calculations in the existing rate  
          regulation system.

           COMMENTS  :   

           1)Purpose  .  The author introduced this bill to address an issue  
            relating to Proposition 103.  In the current economic crisis,  
            the bill is designed to encourage insurers to allow  
            policyholders to pay their premiums by credit card.  While  
            this payment method may not be ideal, it is far preferable to  
            allow credit card payments than for policyholders to allow  
            their coverage - especially auto insurance coverage - to  
            lapse.  As explained in more detail below, the IC's efficiency  
            standards discourage insurers from allowing credit card  
            payments.

           2)Efficiency standards  .  As part of the rate regulation process,  
            the IC has adopted "efficiency standards."  These standards  
            cap the amount of an insurer's actual expenses that can be  
            built into the rate that the IC approves.  For example, assume  
            the efficiency standard for a group of expenses is 30%.  That  
            means that no matter what an insurer's actual costs are for  








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            these expense items as a percentage of its requested rate, the  
            most it can get credit for is 30%.  Thus, if an insurer that  
            already has actual costs of 32% wants to allow its  
            policyholders to use credit cards to pay premiums, it cannot  
            recoup the extra 2% that the credit card company will charge  
            for the use of the card.  This disincentive also holds true  
            for an insurer that is below the efficiency standard.  The  
            regulations allow the insurer to build the full 30% into its  
            rates, even if its actual costs are lower.  Thus, if the  
            insurer wants to allow use of credit cards, it can do so only  
            by reducing profitability, and cannot build the added actual  
            costs into its rates.  This disincentive reduces the  
            competition in the marketplace among carriers willing to allow  
            policyholders to use credit cards to pay premium.   
            Particularly in the auto insurance market, where the law  
            mandates liability insurance for the benefit of the  
            third-party, and not for the benefit of the insured, this lack  
            of competition is contrary to established public policy.

           3)Support  .  Mercury Insurance Company argues in support of the  
            bill that the fees a credit card issuer charges have nothing  
            to do with insurer efficiency.  Rather, it is a service to  
            policyholders who might not otherwise have access to  
            insurance, and that it furthers Proposition 103's stated  
            purpose to "ensure that insurance is fair, available and  
            affordable. 

           4)Opposition  .  Consumer Watchdog (CW), the successor  
            organization to the original sponsors of Proposition 103, is  
            opposed to the bill on a number of grounds.  Its points are  
            summarized below:

             a)   With respect to the credit card provision, CW initially  
               notes that it is difficult to understand exactly what the  
               bill does.  It recognizes that the proponents intend to  
               obtain a price advantage in the event that the insurer opts  
               to allow use of credit cards for premium payments, but CW  
               does not believe the language makes sense in context of how  
               the efficiency standards actually work.  In addition, CW  
               argues that there are insurers that already allow use of  
               credit cards for premium payments, and therefore  
               competition in the marketplace is working.  Thus, it does  
               not make sense to use a pricing mechanism that might result  
               in higher premiums to provide an incentive to insurers to  








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               allow credit card use.  CW argues in fact that use of  
               credit cards saves an insurer money in other ways that  
               offset the credit card issuer's charges.  Finally, CW  
               argues that the proposal's interference with the IC's  
               authority to establish the rules governing rate regulation  
               does not further the purposes of Proposition 103; and,

             b)   Aside from the specifics of CW's objections, it raises  
               at least two broad arguments.  First, it asserts that  
               Proposition 103 delegated to the IC the responsibility of  
               ratemaking precisely because it is extremely complex, and  
               that the Legislature is not equipped to perform the  
               rate-making functions.  But this is not a policy argument;  
               rather, it is a legal argument.  CW maintains that one of  
               the purposes of Proposition 103 was to delegate the complex  
               issues associated with rate-making to the IC, because the  
               IC is uniquely qualified to make those determinations.   
               Because the bill seeks to legislate in an area that the  
               initiative reserved to the IC, CW argues it necessarily  
               fails to further the purposes of the initiative.

             CW makes a fiscal argument in connection with its position  
               that the bill does not further the purposes of Proposition  
               103.  In the past, legislative enactments amending  
               Proposition 103 have been challenged in court.  To this  
               point in time, no challenged legislative amendment has  
               survived.  CW points out that the most recent challenge to  
               a legislative amendment - challenging SB 841 of 2003  
               (Statutes 2003, Chapter 169) - overturned the enactment,  
               yet cost the state somewhere between $850,000 and more than  
               a million dollars.  It argues that this bill would fail the  
               "further the purposes" test, thus wasting taxpayer money  
               defending it.  


           Analysis Prepared by  :    Mark Rakich / INS. / (916) 319-2086



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