BILL ANALYSIS                                                                                                                                                                                                    



                                                                  AB 2540
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          CONCURRENCE IN SENATE AMENDMENTS
          AB 2540 (De La Torre)
          As Amended July 15, 2010
          Majority vote
           
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          |ASSEMBLY:  |76-0 |(May 13, 2010)  |SENATE: |26-8 |(August 24,    |
          |           |     |                |        |     |2010)          |
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           Original Committee Reference:    HEALTH  

           SUMMARY  :  Includes "engaging in postclaims underwriting," as  
          defined, in existing law which declares specified trade  
          practices as unfair methods of competition and unfair and  
          deceptive acts or practices in the business of insurance (unfair  
          and deceptive acts statute).

           The Senate amendments  :

          1)Require penalties in excess of $118 assessed under the unfair  
            and deceptive acts statute to be deposited in the Major Risk  
            Medical Insurance Fund to be used, upon appropriation by the  
            Legislature, for the California Major Risk Medical Insurance  
            Program. 

          2)Specify that an insurer that has been assessed a civil penalty  
            under the unfair and deceptive acts statute for engaging in  
            postclaims underwriting is not subject to the monetary penalty  
            permitted under other existing law which prohibits postclaims  
            underwriting. 

          3)Make other technical, clarifying changes.

           EXISTING LAW  :

          1)Defines specified practices as unfair methods of competition  
            and unfair and deceptive acts or practices in the business of  
            insurance and prohibits any person from engaging in any trade  
            practice which is defined as, or determined to be, an unfair  
            method of competition or an unfair or deceptive act or  
            practice in the business of insurance.

          2)Makes a person who engages in any unfair method of competition  
            or any unfair or deceptive act or practice in 1) above liable  








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            to the state for a civil penalty of up to $5,000 for each act,  
            or, if the act or practice was willful, a civil penalty of up  
            to $10,000 for each act.  Gives the Insurance Commissioner the  
            discretion to establish what constitutes an act, however, when  
            the issuance, amendment, or servicing of a policy or  
            endorsement is inadvertent; all of those acts are considered a  
            single act.

          3)Prohibits insurers from engaging in the practice of postclaims  
            underwriting.  Defines "postclaims underwriting" as the  
            rescinding, canceling, or limiting of a policy or certificate  
            due to the 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 policy or certificate.

          4)Requires any person willfully violating the above to pay fine  
            of up $118 for each violation, recovered by civil action.   
            Permits The California Department of Insurance (CDI) to also  
            suspend or revoke the license of an insurer or agent for any  
            such willful violation.

           AS PASSED BY THE ASSEMBLY  , this bill added postclaims  
          underwriting to the definition of unfair methods of competition  
          in the business of health insurance.

           FISCAL EFFECT  :  According to the Senate Appropriations Committee  
          pursuant to Senate Rule 28.8, negligible state costs.

           COMMENTS  :  The practice of waiting for a health care claim to  
          come in and then canceling or rescinding the policy  
          retroactively is known as post-claims underwriting.  Post-claims  
          underwriting is essentially using the underwriting process after  
          the fact, instead of before coverage is offered.  Rescission is  
          the process whereby insurers cancel health coverage on the basis  
          of alleged missing or incomplete information on the part of the  
          insured person at the time of application.  Rescission involves  
          a determination by the plan that the contract between the plan  
          and the enrollee never existed because of a misrepresentation by  
          the enrollee at the time of application, and; therefore, any  
          health care services the enrollee received during the entire  
          time of the contract are to be paid for by the enrollee.   
          Rescission is what is known as an equitable remedy, where the  
          remedy is meant to put the parties back to their original  
          status, with premiums refunded to the enrollee, and any health  








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          services paid for by the plan owed by the enrollee.
           
           In late 2008 and early 2009, CDI reached agreements with Anthem  
          Blue Cross, Blue Shield, and Health Net related to the insurers'  
          rescission of health insurance products subject to CDI's  
          jurisdiction.  As part of the CDI settlements, insurers agreed  
          to offer coverage to consumers whose individual, family, or  
          short-term health policies were previously terminated without  
          subjecting them to medical underwriting or exclusions for  
          pre-existing conditions, and to pay or reimburse any medical  
          expenses that would have been covered under the rescinded  
          policies.  As part of the CDI settlements, insurers agreed to an  
          expedited independent arbitration process to resolve any  
          reimbursement disputes regarding coverage issues and/or the  
          amount of reimbursable expenses and to refer determinations  
          about medical necessity to an Independent Medical Review  
          Organization, at the cost of insurers.  As part of the  
          settlements with CDI, insurers also agreed to make changes to  
          the application forms, underwriting process, agent and broker  
          training, notification to consumers and providers of an  
          investigation regarding information in the application, the  
          rescission appeals process, and internal audits and oversight of  
          its claims handling.  Insurers also agreed to establish an  
          independent third party review process for rescissions going  
          forward and to review at least one source of information other  
          than the application in the pre-enrollment underwriting process  
          prior to issuing the policy.  Under the agreements, consumers  
          whose coverage was rescinded can accept new coverage without  
          forfeiting any legal rights but must execute a release of any  
          and all rescission-related claims against plans or insurers in  
          order to receive reimbursement for out-of-pocket medical  
          expenses. 

          On March 23, 2010, President Obama signed the Patient Protection  
          and Affordable Care Act; P. L. 111-148, as amended by the Health  
          Care and Education Reconciliation Act of 2010; P. L. 111-152.   
          Among other provisions, the new law makes statutory changes  
          affecting the regulation of and payment for certain types of  
          private health insurance.  The new law contains a prohibition  
          against rescission.  Effective September 2010, health plans and  
          insurance companies providing group or individual market  
          coverage are prohibited from rescinding coverage once an  
          enrollee is covered under a plan, except in the case of an  
          individual who has performed an act or practice that constitutes  
          fraud or makes an intentional misrepresentation of material  








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          fact. 
           
          Analysis Prepared by  :    Melanie Moreno / HEALTH / (916)  
          319-2097 
                                                               FN: 0005626