BILL ANALYSIS                                                                                                                                                                                                    �






                             SENATE INSURANCE COMMITTEE
                           Senator Ronald Calderon, Chair


          SB 631 (Evans)           Hearing Date:  April 27, 2011  

          As Amended: March 24, 2011
          Fiscal:             Yes
          Urgency:       No
          

           SUMMARY    Would confer upon the Office of the Insurance 
          Commissioner a new, broad authority to order restitution which 
          is made independent of both historic constraints on the office 
          that date to early statehood and others imposed as curative 
          provisions after controversial conduct in the last decade.  
          
           DIGEST
           
          Existing law

            1.   California Insurance Code (CIC) Section 12921(a) is the 
               most fundamental Insurance Code provision establishing the 
               scope and responsibilities of the Office of the Insurance 
               Commissioner. It requires the Insurance Commissioner to 
               perform all duties imposed upon him or her by the 
               provisions of this code and other laws regulating the 
               business of insurance in this state, and requires as well 
               that he or she shall enforce the execution of those 
               provisions and laws.

           2.   Under the Insurance Code, the power of the Commissioner to 
               impose settlements is carefully circumscribed by a 
               post-Commissioner Quackenbush-era statute (CIC Sec. 
               12921(b)) which provides that "in an administrative action 
               to enforce the provisions of this code and other laws 
               regulating the business of insurance in this state, any 
               settlement is subject to all of the following:

                  a.        The commissioner may delegate the power to 
                    negotiate the terms and conditions of a settlement but 
                    the commissioner may not delegate the power to approve 
                    the settlement.

                  b.        Unless specifically provided for in a 
                    provision of this code, the commissioner may not agree 




                                                 SB 631 (Evans), Page 2




                    to any of the following:

                        i.             That the respondent contribute, 
                         deposit, or transfer any moneys or other 
                         resources to a nonprofit entity. 
                        ii.            That a respondent contribute, 
                         deposit, or transfer any fine, penalty, 
                         assessment, cost, or fee except to the 
                         commissioner for deposit in the appropriate state 
                         fund pursuant to Section 12975.7. 
                        iii.           That the commissioner may or shall 
                         direct the transfer, distribution, or payment to 
                         another person or entity of any fine, penalty, 
                         assessment, cost, or fee.
                        iv.            The use of the commissioner's name, 
                         likeness, or voice in any printed material or 
                         audio or visual medium, either for general 
                         distribution or for distribution to specific 
                         recipients.
                          
               3.       The commissioner may only agree to payment to 
                   those persons or entities to whom payment may be due 
                   because of the respondent's violation of a provision of 
                   this code or other law regulating the business of 
                   insurance in this state.

               4.       A settlement may only include the sanctions 
                   provided by this code or other laws regulating the 
                   business of insurance in this state, except that the 
                   settlement may include attorney's fees, costs of the 
                   department in bringing the enforcement action, and 
                   future costs of the department to ensure compliance 
                   with the settlement agreement.

           This bill

              1.   Makes legislative findings and declarations as follows:

                  a.        Existing law permits the commissioner to order 
                    restitution only in limited circumstances. 
                  b.        The commissioner regularly finds that, as a 
                    result of legal violations, Californians are entitled 
                    to refunds or restitution, but in many circumstances, 
                    the commissioner has no specific authority to order 
                    refunds or restitution. 
                  c.        This section is intended to provide the 




                                                 SB 631 (Evans), Page 3




                    commissioner the authority to order refunds or 
                    restitution in all instances where he or she finds 
                    that an insurer, licensee, or other entity or person 
                    has violated the code.
                     
             2.   Provides that in addition to any other remedy provided 
               in this code, and  "notwithstanding  " Sections 12921, 
               (described above under existing law) and 12926.1, and 
               12975.7, in the exercise of his or her discretion to take 
               enforcement action, the commissioner may impose upon an 
               insurer, licensee, or other entity or person subject to the 
               commissioner's authority the remedies provided in this 
               section;

             3.   Provides that whenever the commissioner finds via a 
               settlement or after a hearing, that a party subject to this 
               act has violated any of the provisions of this code, he or 
               she may order the following remedies: 

                  a.        Order the party to pay restitution to a 
                    person, defined as quantifiable monetary sums the 
                    party owes to a person, but did not pay, in violation 
                    of a law or regulation of the commissioner; the term 
                    includes out-of-pocket expenses incurred or economic 
                    harm suffered by a person because of the party's 
                    violation of a law or regulation enforced by the 
                    commissioner.
                  b.        Order the insurer or other party to the DOI's 
                    attorney's fees and costs, and future costs of the 
                    department to ensure compliance with the settlement, 
                    or order requiring restitution or other remedies.
                     
             4.   Where restitution is ordered and paid to a person under 
               this act, the amount paid shall be credited to any 
               subsequent judgment obtained by that person in a civil 
               action arising from the same facts and circumstances. 

             5.   Specifies nothing in this act is intended to limit or 
               restrict actions, remedies, or procedures otherwise 
               available to the department or any person under law.

             6.   Provides that the absence of an order by the 
               Commissioner to impose restitution shall not be a defense 
               in an administrative or private civil action.
           
             7.   Provides that for proceedings required to be conducted 




                                                 SB 631 (Evans), Page 4




               in accordance with the Administrative Procedure Act: 

                  a.        An order requiring restitution shall become 
                    effective 45 days after it is delivered or mailed to 
                    the subject insurer or other party, unless a stay of 
                    execution is granted. 
                  b.        Judicial review of a restitution order may be 
                    had by filing a petition for a writ of mandate within 
                    45 days after the delivery or mailing of the order 
                    requiring restitution in accordance with the Code of 
                    Civil Procedure. 
                     
             8.   If restitution is not paid to a person within 10 days 
               after an order becomes effective, the commissioner shall 
               proceed in accordance with Section 12976 for the purpose of 
               recovering those moneys due to that person.
                
             9.   Defines person for purposes of this law as any person, 
               association, organization, partnership, business trust, 
               limited liability company or corporation.

            
           COMMENTS

          1.  Purpose of the bill:   According to the Author, this 
              bill provides express authority for the Insurance 
              Commissioner to order restitution as part of any 
              non-Proposition 103 enforcement action to compensate 
              a consumer for economic harm arising directly from a 
              violation of insurance law. 

              The Author states this bill ensures any restitution 
              order by the Commissioner may be open to judicial 
              review, at the request of the party being ordered to 
              pay restitution, before restitution is collected, and 
              does not diminish a consumer's right to pursue direct 
              civil action against an insurer or licensee when 
              authorized by law in lieu of the Commissioner's 
              ordered restitution remedy.


           2.  Background and Discussion:  

                a.     Office of the Insurance Commissioner:  California's 
                 most basic statute governing the powers and duties of the 
                 office of Insurance Commissioner states "The commissioner 




                                                 SB 631 (Evans), Page 5




                 shall perform all duties imposed upon him or her by the 
                 provisions of this code and other laws regulating the 
                 business of insurance  in this state, and shall enforce 
                 the execution of those provisions and laws".

                 The Insurance Commissioner's duties are anchored in the 
                 statutory law that specifies the duties of insurers, 
                 their powers and structure, producers, adjusters and the 
                 other matters contained within the Insurance code.

                 This basic statute stood essentially unchanged from the 
                 adoption of California's early Political Code (1873-74), 
                 although it was placed in California's Insurance Code 
                 upon its adoption in 1935.

                 Nothing in this general statement of the Commissioner's 
                 powers authorizes him to promulgate rules or regulations 
                 establishing new legal duties, obligations or 
                 requirements; as an elected Administrator, this section 
                 authorizes the Commissioner to enforce existing 
                 "provisions of this code and other laws regulating the 
                 business of insurance?."
               
               b.     Limitations Upon Power to Approve Settlements:  In 
                 2000, in the aftermath of abuses by California's second 
                 elected Insurance Commissioner, this basic statute was 
                 revised by Chapter 1091 of the Statutes of 2000 (SB 2107, 
                 Speier).  That measure added a new subdivision (b) which 
                 provides that " in an administrative action to enforce 
                 provisions of this code and other laws regulating the 
                 business of insurance in this state,  any settlement is 
                 subject to all of the following (emphasis added):

                         i.     The commissioner may delegate the power to 
                         negotiate the terms and conditions of a 
                         settlement but the commissioner may not delegate 
                         the power to approve the settlement.  
                     
                         ii.            Unless specifically provided for in 
                         a provision of this code, the commissioner may 
                         not agree to any of the following  :

                            1.                  That the respondent 
                              contribute, deposit, or transfer any moneys 
                              or other resources to a nonprofit entity. 
                            2.                  That a respondent 




                                                 SB 631 (Evans), Page 6




                              contribute, deposit, or transfer any fine, 
                              penalty, assessment, cost, or fee except to 
                              the commissioner for deposit in the 
                              appropriate state fund pursuant to Section 
                              12975.7. 
                            3.                  That the commissioner may 
                              or shall direct the transfer, distribution, 
                              or payment to another person or entity of 
                              any fine, penalty, assessment, cost, or fee.
                            4.                  The use of the 
                              commissioner's name, likeness, or voice in 
                              any printed material or audio or visual 
                              medium, either for general distribution or 
                              for distribution to specific recipients.

                        iii.           The commissioner may only agree to 
                         payment to those persons or entities to whom 
                         payment may be due because of the respondent's 
                         violation of a provision of this code or other 
                         law regulating the business of insurance in this 
                         state.

                         iv.            A settlement may only include the 
                         sanctions provided by this code or other laws 
                         regulating the business of insurance in this 
                         state, except that the settlement may include 
                         attorney's fees, costs of the department in 
                         bringing the enforcement action, and future costs 
                         of the department to ensure compliance with the 
                         settlement agreement. (emphasis added)   

                c.     As amended in the 1999-2000 Session, the powers of 
                 the office of the Insurance Commissioner have been 
                 intentionally circumscribed so that they only include the 
                 "sanctions provided by this code or other laws regulating 
                 the business of insurance in this state". (CIC 
                 12921(b)(4))

               d.     Section 12921(b) is clearly a statute imposing 
                 limitations upon the power of the office of California's 
                 Insurance Commissioner to agree to any settlement, 
                 whether negotiated by him or her or any member of his or 
                 her staff, unless that settlement is "specifically 
                 provided for in a provision of this code".

                e.     SB 631 Expands & Redefine the Office of Insurance 




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                 Commissioner:  The restitution power proposed by SB 631 is 
                 specifically designed to be exercised "Notwithstanding" 
                 the clear language of Section 12921 and also 
                 "Notwithstanding" two other "Quackenbush-era" statutes, 
                 Sections 12926.1 and 12975.7 (See SB 631 at page 2, line 
                 16).

               f.     Whereas, historically, CIC Section 12921 (a) and (b) 
                 has required occupants of the Insurance Commissioner to 
                 enforce the laws, including imposing sanctions, as set 
                 forth in those laws (Sec. 12921 (b) (4) "a settlement may 
                 only include the sanctions provided by this code or other 
                 laws regulating the business of insurance in this state") 
                 SB 631 would permit the Insurance Commissioner to impose 
                 remedies crafted on the new authority of SB 631 across 
                 the entire sweep of the Insurance Code. 

               g.     Accordingly,  SB 631's broad conferral of a express 
                 authority (See page 2, lines 11 & 12) to:

                        i.             Authorize the Commissioner to act 
                         without regard  ("Notwithstanding")  to the express 
                         language limiting the Commissioner's authority to 
                         that expressed by statute (a limit clearly stated 
                         in both the original subdivision (a)  and  the 
                         post-Quackenbush-era (b)constraints of (b)), and 
                        ii.            Impose restitution remedies "in all 
                         instances where he or she finds that an insurer, 
                         licensee, or other entity has violated the Code." 
                         (See SB 631 at page 2, lines 12 to 14)

                 Can be seen as a historic shift and increase in the power 
                 of the Insurance Commissioner's office to impose by 
                 order, sanctions across the full breadth of the Insurance 
                 Code which have no other foundation in the Insurance Code 
                 except the broad statement of power set forth in this 
                 bill. 

                 This is a significant policy change from current law 
                 which, as it has existed for more than 130 years, has 
                 tied the power of the Commissioner, as the state's 
                 administrator and custodian of the insurance laws, to 
                 those matters "specifically provided for in a provision 
                 of this code".

               h.     In practical effect, therefore, the most significant 




                                                 SB 631 (Evans), Page 8




                 policy issue presented by SB 631 is its intentional 
                 design to write itself not just around the limitations of 
                 Chapter 1091 of the Statutes of 2000 which were enacted 
                 after a grave crisis involving the conduct of this 
                 Office, but indeed around the fundamental conception of 
                 the powers of the Insurance Commissioner which have 
                 existed since the earliest decades of California 
                 statehood. 
                  
                i.     The DOI's Assertion of a Prop 103 "Restitution" 
                 Authority:  Since, under Section 12921 (a) and (b), the 
                 Office of Insurance Commissioner has been subject to 
                 express limitations upon its power, except insofar as 
                 sanctions can be demonstrably tied to those "provided by 
                 this code or law regulating the business of insurance in 
                 this state" (CIC Section 12921(b) (4)) the Department of 
                 Insurance's assertions that Proposition 103 confers 
                 "restitution authority" seem strained.

                 Upon request by this committee, the DOI offered as Prop 
                 103 citations which confer an authority in the 
                 Commissioner to order restitution for Proposition 103 
                 violations California Insurance Code Sections 1858.3, 
                 1861.03 and 1861.10

                 However as to these:

                   i.          Section 1858.3 does not reference 
                    restitution nor was it added by Proposition 103.

                   ii.     Section 1861.03 states in (a) only that the 
                    business of insurance shall be "subject to the laws of 
                    California applicable to any other business, 
                    including, but not limited to, the Unruh Civil Rights 
                    Act, and the antitrust and unfair business practices 
                    laws. 

                    This does not constitute a clear conferral of a power 
                    in the Commissioner's office to order restitution. 

                    Furthermore, subdivision (c) (2) of Sec. 1861.03 
                    refers to penalties under CIC Sec. 1861.14, which 
                    allude to other penalty provisions that lead to CIC 
                    Section 1858.07 as discussed in Footnote 6 of the 
                    McKay decision (cited by the Association of California 
                    Insurance Companies in their opposition comments), 




                                                 SB 631 (Evans), Page 9




                     Subdivision (c)(2) of 1861.03 was not included in 
                    Proposition 103.   It was added by an urgency bill as 
                    Chapter 1099, Statutes of 1989, effective September 
                    30, 1989.

                   iii.   Section 1861.10 was added by Proposition 103 but 
                    it contains no provision for restitution.

                 Based upon the foregoing, it does not appear as yet that 
                 the Department has provided documentation for the 
                 assertion that Proposition 103 includes a power in the 
                 Office of the Insurance Commissioner to order restitution 
                 as their argument on behalf of the bill asserts.
           
                a.     Power to fashion remedies on Principles of Equity:  
                 Since, as CIC Section 12921 makes clear, the power of the 
                 Office of Insurance Commissioner enter into a settlement 
                 "may only include the sanctions provided by this code or 
                 other laws applicable to the business of insurance, it 
                 does not include a power to fashion sanctions based upon 
                 general principles.

                b.     Construing Scope of California Insurance 
                 Commissioner Office by Reference to Other States:  
                 Finally, and for the same reason, since under California 
                 law the powers of the Insurance Commissioner's office to 
                 enter into settlements have in the comparatively few 
                 years since Proposition 103's 1988 adoption been 
                 purposefully circumscribed, whatever powers may exist in 
                 other insurance departments would seem to be less 
                 compelling than the lessons embodied in Senator Speier's 
                 1999-2000 session addition of Subdivision (b) of Section 
                 12921 to the Insurance Code and the related statutes SB 
                 631 seeks, at page 2, line 16, to bypass.

                c.     Practical Issue # 1: Changing Standards Applicable 
                 to Claims Practice:  As proposed, the restitution power 
                 contained in SB 631 may be problematic in practice. 
                 During the last 20 years, there are numerous instances of 
                 standard claim settlement practices which at a point in 
                 time, came to be superseded by an updated conception of 
                 what was "fair".

                 Examples include:

                 Matters of "Preference", such as:




                                                 SB 631 (Evans), Page 10




                               How extensively the interior walls of a 
                      home must be repainted following a kitchen fire.
                               How much carpeting is to be replaced when 
                      a portion of the carpeting in a home is damaged by a 
                      covered cause.
                  Matters of "Updated Science/Engineering" such as:
                               What manner of repairs are required under 
                      the language of an insurance policy when the loss 
                      requires replacement of a foundation and the 
                      applicable codes require a significant change, as 
                      commonly occurs with hillside construction in 
                      earthquake or  unstable hillside settings.
                 Matters of "Legal Flux"
                               In the 1980's a series of lawsuits was 
                      working its way through the courts dealing with the 
                      obligation of an insurer to provide coverage in 
                      cases of concurrent causation, where one cause 
                      contributing to the loss was covered and a second 
                      cause was excluded.  In the early 1980's court 
                      rulings in this area of law were seen as adverse to 
                      property insurers.  While this area of law was 
                      unsettled, and while the most important trial court 
                      rulings were adverse to insurers, the May 1983 
                      Coalinga earthquake struck. Coalinga, an old central 
                      valley town (it's founding dated to the days of 
                      California's earliest steam railroads when the spot 
                      on the track was a refueling stop - "Coaling A") had 
                      lots of unreinforced masonry buildings which failed. 
                      While few of them were covered for earthquake, 
                      researchers subsequently determined that in the 
                                                                                                    adverse legal environment, Coalinga's 
                      earthquake-related insurance payments were the 
                      highest in California since the 1906 San Francisco 
                      earthquake.

                 Each of these scenarios, whether of changing taste, 
                 science, or law, poses the difficult question of how the 
                 new standard should be applied. Traditionally, since 
                 insurance carriers are subject to antitrust laws, and 
                 cannot therefore act in concert, (even if their regulator 
                 is seeking their "agreement" to a seemingly laudable 
                 purpose) over time insurance regulators establish new 
                 rules via statute and regulation and thus effect 
                 marketplace-wide changes.

                 A power to enforce change by orders of restitution, 




                                                 SB 631 (Evans), Page 11




                 directed at a single company, does not address how the 
                 broader marketplace issues are to be handled.  However, 
                 it is market oversight which is the most prominent and 
                 specialized duty of the Insurance Commissioner and a 
                 responsibility to which much of his or her energies are 
                 invariable devoted.  SB 631 does not address how it is to 
                 achieve market-wide results in a fashion tailored to the 
                 reality of changing views and conceptions of what is 
                 fair.


                a.     Practical Issue # 2: Changing Standards and Rate 
                 Approvals:  As a remedy, restitution has traditionally 
                 been applied to force a disgorgement of gain unfairly 
                 obtained so as to preclude the unjust enrichment of the 
                 malefactor. 
                  
                  In the insurance context, if the conduct for which 
                 restitution is being demanded is already the norm, then 
                 it should be so standard and pervasive that it is 
                 reflected in the underlying contracts for which rate 
                 approvals have been obtained. If however a restitution 
                 remedy, fashioned on broad principles of equity and 
                 fairness, seeks to hold an insurer to a new standard not 
                 previously reflecting market practice, how then does an 
                 unjust enrichment analysis proceed? If the claims 
                 settlement practice has not been a norm, such that the 
                 underlying policies were not drafted, filed, approved and 
                 accompanying rates adopted, how does the failure to meet 
                 the new unforeseen standard amount to "unjust enrichment" 
                 of the insurer.

                 Under existing practice, as described above, standards do 
                 evolve over time and along the way, new claims practice 
                 norms are recognized and policy forms and rates 
                 established that bring these practices into the 
                 marketplace in via orderly and actuarially well-supported 
                 practices.  It is not apparent how SB 631's power 
                 supports this methodical and actuarially supported 
                 method.

                 While there is no fixed requirement that the law work in 
                 a neat and orderly way, a stable method to evolve 
                 marketplace duties that allows for evolution in coverage, 
                 and the adoption of revised policy forms with associated 
                 and appropriate rate filings does support an orderly 




                                                 SB 631 (Evans), Page 12




                 marketplace and a marketplace that safeguards solvency, 
                 which of course is a clear duty of the Insurance 
                 Commissioner's Office.

                b.     Practical Issue #3: If Restitution is Authorized, 
                 How is Restitution Paid Factored into Future Rating 
                 Action:   This is a practical problem presented by the 
                 imposition of this penalty authority in a commercial 
                 setting where rates are subject to prior approval. SB 631 
                 is silent on this issue. 

           1.  Summary of Arguments in Support:  

          2.  According to the  Department of Insurance  , who is the 
              Sponsor, "(t)his bill provides the Insurance Commissioner 
              express authority to order restitution to consumers who have 
              incurred a financial loss because of an insurer's or other 
              insurance licensee's violation of insurance law.
                
              Currently, the Commissioner may negotiate a settlement that 
              includes restitution to consumers who have suffered a 
              monetary loss due to an insurer's or insurance licensee's 
              violation of law.  However, if the insurer or licensee does 
              not settle and the matter is pursued through the 
              administrative hearing process, then the Commissioner's 
              ability to right the wrong is often limited primarily to 
              ordering the insurer or licensee to pay fines and penalties, 
              leaving the consumer with the only recourse of having to 
              pursue his/her financial loss through the courts. 

              SB 631 authorizes the Insurance Commissioner to order 
              restitution as part of any enforcement action to compensate 
              a consumer for economic harm.  Additionally, it ensures that 
              the restitution order will be open to judicial review before 
              restitution is collected and preserves the consumer's right 
              to pursue direct civil action against the insurer or 
              licensee when authorized by law.  Lastly, in cases where a 
              violation of law is found, it provides for the insurer or 
              licensee to pay the costs incurred by the Department to 
              pursue the enforcement action." 

              In addition, the DOI states SB 631 is "consistent with 
              Proposition 103, which already recognizes a consumer's right 
              to restitution in cases relating to this law." 

              Finally, the DOI indicates that it "is aware of 15 other 




                                                 SB 631 (Evans), Page 13




              states in which the insurance regulator has statutory 
              authority to order restitution including New York, Texas and 
              Florida" and that this bill will make the Insurance 
              Commissioner's authority "comparable with several other 
              California state agencies, such as the Public Utilities 
              Commission, the Department of Fair Employment and Housing, 
              and the Workers' Compensation Appeals Board". 
               
          3.  The  Congress of California Seniors  indicates it 
              "enthusiastically" supports SB 631.

          4.  According to  Consumer Watchdog  , current law permits 
              restitution only in limited circumstances, generally related 
              to overcharges stemming from violations of California's 
              ratemaking statutes. In other situations, however egregious 
              a violation may be, California law lacks the clarity 
              necessary to authorize the Department of Insurance to order 
              refunds without the threat of a legal challenge. SB 631 
              rectifies this situation by making unequivocal the 
              Department of Insurance's authority to get consumers their 
              money back.
               
              Current law allows the Department to bring an enforcement 
              action against an insurer for violations of the law and, 
              further, impose penalties if the insurer or licensee is 
              found culpable. Consumer Watchdog states that while these 
              fines boost state's General Fund some, they are insufficient 
              since:

                         Californians who've lost money due to illegal 
                   acts do not get it back, and
                         Enforcement's deterrent effect is weakened if a 
                   law-breaker gets to keep what they should not have.

          1.  The  California Autobody Association states  providing 
              additional enforcement tools will help the IC take 
              additional actions against insurers who commit unfair trade 
              practices, such as illegal steering, capping of auto body 
              labor rates, forcing consumers to use inferior crash parts 
              and failing to pay for proper and necessary repairs.

          2.  The  Collision Repair Association of California   states 
              "(p)assage of this important piece of legislation will 
              provide the average Californian the ability to be heard and 
              compensated for amounts due under his/her policies of 
              insurance without the prohibitive cost of litigation. 




                                                 SB 631 (Evans), Page 14




              Litigation is virtually impossible due to a lack of a 
              private cause of action for violations, relating to the 
              statutes and regulations regarding the business of insurance 
              in California.  Currently consumers have no practical 
              methodology to seek redress when insurers violate statutory 
              requirements that result in them being short changed in the 
              claims process."

           3.  Summary of Arguments in Opposition:  

          4.  The  Association of California Insurance Companies (ACIC)  
              first expresses concern SB 631 may be an attempt to overturn 
              the 2010  MacKay v. Superior Court  decision (188 Cal.App.4th 
              1427 at 1436).  Among other things, as summarized by the 
              ACIC, this case sought a return of funds received previously 
              by the insurer under a DOI-approved rate structure based 
              upon its subsequent challenge and invalidation. Footnote 6 
              in that case states:

                  a.        "Insurers are statutorily prohibited from 
                    charging a rate which has not been preapproved by the 
                    DOI. (Ins. Code, � 1861.01, subd. (c).) An approved 
                    rate has the imprimatur of the DOI; it has been 
                    approved as compliant with the law, to the best of the 
                    DOI's determination. If that rate is subsequently 
                    determined to have been illegal, the insurer may no 
                    longer charge the rate, but that cannot retroactively 
                    invalidate the DOI's prior approval. Insurance Code 
                    section 1858.07, subdivision (a) provides for a civil 
                    penalty for the use of "any rate, rating plan, or 
                    rating system in violation of this chapter." However, 
                    subdivision (b) of that section provides that "no 
                    penalty shall be imposed by the �DOI] if a person has 
                    used any rate, rating plan, or rating system that has 
                    been approved for use by the commissioner in 
                    accordance with the provisions of this chapter."

              The  ACIC  also states the bill "provides no explanation of 
              the procedural due process.  There is no adjudicatory 
              process outlined, no reference to the Administrative 
              Procedures Act and no explanation of how this quasi-judicial 
              process will be separate from other functions within the 
              department or who will have authority to make awards under 
              what specific circumstances."  

              Finally, the  ACIC  states the "commissioner already has 




                                                 SB 631 (Evans), Page 15




              authority to commence administrative proceedings, to impose 
              large fines, to revoke the license of the insurer.  The 
              commissioner has often leveraged this authority to achieve 
              voluntary restitution within a settlement.  The current 
              statute at least provides some protections under a 
              settlement agreement, whereas this bill would provide 
              additional authority to order restitution,  "notwithstanding"  
              those provisions."

          5.  The  Personal Insurance Federation of California (PIFC)  
              states "vesting the Commissioner with the authority to award 
              restitution, as broadly defined, invokes constitutional 
              questions of both due process and separation of powers."  
               PIFC  cites a 3/25/2011 author "Fact Sheet" which describes 
              situations that point to the need for the bill:  

                    "For example, they (consumers) may be charged a higher 
                    premium that is allowed or receive less money than to 
                    which they are entitled on a claim?"  

               PIFC  states, as to the claim example, "interpretation of an 
              insurance policy contract and any accompanying order to pay 
              damages and restitution are judicial functions that the 
              legislature may not confer on an administrative agency. The 
              California Constitution vests the courts, not administrative 
              agencies, with jurisdiction over breach of contract disputes 
              that require application of common law."

           6.  PIFC  also addresses the argument that restitution powers can 
              be found in certain California state agencies, such as the 
              Public Utilities Commission, the Department of Fair 
              Employment and Housing, and the Workers' Compensation 
              Appeals Board.   PIFC  states these agencies are 
              distinguishable by the fact "they were established under the 
              California Constitution and its powers thereby conferred.  
              Additionally, even in these examples, quasi-judicial due 
              process proceedings are specified and provided.  Procedural 
              due process safeguards are in place, such as notice, (or 
              verified complaint in the case of DFEH), witness and 
              evidence provisions, findings of fact and conclusions of 
              law.  In the case of DFEH, the respondent has the option to 
              remove the action to court.  Due process is, at a minimum, 
              not clearly defined in this bill, though it appears to be 
              entirely lacking."

           7.  PIFC  states SB 631's authority to order restitution is not 




                                                 SB 631 (Evans), Page 16




              necessary given the substantial, enumerated statutory 
              authority in current law. The commissioner already has 
              authority to commence administrative proceedings, to impose 
              large fines, and to revoke the license of the insurer.  The 
              commissioner has often leveraged this authority to achieve 
              voluntary restitution within a settlement. In addition,  PIFC  
              notes current laws which affords insurers some protections 
              under a settlement agreement, are bypassed under SB 631 
              which provides the additional authority to order 
              restitution, "notwithstanding" those provisions.

           8.  PIFC  comments at length upon an assertion, set forth in 
              various materials provided by the DOI that it currently has 
              authority under Proposition 103 to order restitution.  PIFC  
              notes:

                  a.        "the sweeping language of the bill allows the 
                    commissioner to impose upon an insurer subject to the 
                    commissioner's authority, the remedies provided.  
                    Insurers subject to Proposition 103 are within the 
                    authority of the commissioner and therefore, subject 
                    to these new powers by the commissioner.  The 
                    Department claims, in the revised "Fact Sheet" 
                    (3-14-11), that the bill "Provides the express 
                    authority for the Insurance Commissioner to order 
                    restitution as part of an enforcement action to 
                    compensate a consumer for economic harm arising from a 
                    violation of insurance law, except for cases under 
                    Proposition 103 " (emphasis added).  This statement 
                    suggests the bill is not intended to apply to cases 
                    under Proposition 103 - in which case, this bill would 
                    not be attempting to amend Proposition 103 and would 
                    not need a two-thirds vote of the legislature. In 
                    contrast, the actual legislative language clearly does 
                    not provide any exemptions to its provisions. 

                    However, if, as the Department suggests by the 
                    examples provided, and has asserted during discussions 
                    regarding the bill, it has existing authority to order 
                    restitution and, therefore, SB 631 simply does not 
                    impact cases under Proposition 103, we strongly 
                    disagree.  When asked to provide citations to 
                    authority for ordering restitution, the Department 
                    replied with Insurance Code sections that do not 
                    provide any authority for the commissioner to order 
                    restitution, nor has the commissioner relied upon 




                                                 SB 631 (Evans), Page 17




                    these sections in the past to effectively order 
                    restitution.

          9.  Finally, the  PIFC  states the terms in SB 631 are overly 
              broad.  The key term "restitution" is not defined, nor 
              related terms like "economic harm."  PIFC also objects to 
              the breadth of the provision authorizing the DOI to order an 
              insurer to pay "attorney's fees and costs of the department 
              and all future costs of the department?."  It characterizes 
              these provisions of SB 615 as "an unprecedented grant of 
              authority for a state agency". 

          10. The  State Farm Insurance Companies  states:

                  a.         "SB 631 confers unprecedented authority on 
                    the Insurance Commissioner to act as judge and jury 
                    and order insurance companies to refund premiums on 
                    policyholders or pay contested claims including 
                    asserted expenses and monetary damages related to the 
                    claim if he or his staff finds that the insurance 
                    company did not comply with their interpretation of 
                    the law. SB 631 confers sweeping authority to order 
                    the payment of damages, but fails to provide 
                    fundamental due process in terms of a fair hearing 
                    procedure or final resolution of the policyholder or 
                    claimant's claim.

                    Ordering the payment of damages is a role for the 
                    courts; not for a regulator whose authority is 
                    appropriately limited to imposing fines, after a due 
                    process hearing, for established violations of law. SB 
                    631 violates the separation of powers provision of the 
                    California Constitution."
                     
          Finally, State Farm also objects to the asserted lack in SB 631 
          of "even a modicum of due process" and notes there is no process 
          in SB 631 comparable to the due process procedural requirements 
          set forth in the California Administrative Procedures Act at 
          Government Code Section 11500 et seq.

          11. Other opponents of SB 631, including the  American Insurance 
              Association (AIA)  , the  Association of California Life and 
              Health Insurance Companies (ACLHIC)  , the  Pacific Association 
              of Domestic Insurance Companies (PADIC)  , the  Insurance 
              Agents and Brokers of the West (IBA West)  and the  California 
              Insurance Wholesalers Association (CIWA)  present similar 




                                                 SB 631 (Evans), Page 18




              concerns. 

          12.  The  Civil Justice Association of California (CJAC)  states 
              SB 631 "creates a new breed of hybrid lawsuit that 
              substantially expands the Insurance Commissioner's powers by 
              allowing him to order restitution for economic harm in 
              enforcement actions against insurers". CJAC claims this 
              "appears broader than the current law definition of a fair 
              but "minimum, quantifiable sum." (  Walnut Creek Manor v. Fair 
              Employment and Housing Com  ., (1991) 54 Cal.3d 245)." Also 
              under SB 631, CJAC writes, such awards "are not preclusive, 
              so a consumer can thereafter sue the company for the alleged 
              harm. Although this bill provides that there would be a 
              "credit" in a subsequent consumer's award, it is unclear", 
              CJAC writes, "whether the department pays the money to the 
              consumer or whether the judgment is automatically reduced. 
              Thus", CJAC asserts, "this bill substantially increase's a 
              business's liability and will lead to multiple lawsuits 
              arising from the same set of facts."
               
          13. Amendments:  None proposed
           
          14. Prior and Related Legislation:   None

           
          LIST OF REGISTERED SUPPORT/OPPOSITION
          
          Support
           
          California Department of Insurance (Sponsor)
          Congress of California Seniors
          Consumer Watchdog
          California Autobody Association
          The Collision Repair Association of California

           Opposition
               
          American Insurance Association
          Association of California Insurance Companies
          Association of California Life and Health Insurance Companies 
          (ACLHIC)
          California Insurance Wholesalers Association (CIWA)
          Civil Justice Association of California (CJAC)
          Insurance Agents and Brokers of the West (IBA West)   
          Pacific Association of Domestic Insurance Companies (PADIC)
          State Farm Insurance Companies




                                                 SB 631 (Evans), Page 19




          Personal Insurance Federation of California (PIFC


          Consultant: Ken Cooley (916) 651-4110