BILL ANALYSIS                                                                                                                                                                                                    �






                             SENATE INSURANCE COMMITTEE
                           Senator Ronald Calderon, Chair


          SB 712 (Committee on Insurance)Hearing Date:  April 13, 2011  

          As Amended: April 5, 2011
          Fiscal:             Yes
          Urgency:       No
          

           SUMMARY    Would adopt the core provisions of the NAIC's Property 
          and Casualty Actuarial Opinion Model law to support the 
          California Insurance Department's continued accreditation.   
          
           DIGEST
            
          Existing law
            
             1.   Provides for solvency regulation of the business of 
               insurance in California, for the "purpose of adequately 
               protecting the insured and securing the solvency of the 
               insurer." (California Insurance Code (CIC) Section 923.5) 
               .
             2.   Authorizes the California Insurance Commissioner to 
               extend reciprocity to certain actions, reports and filings, 
               if they have been approved by an insurance regulator of 
               another state whose department is accredited by the 
                Financial Regulation Standards and Accreditation Program  of 
               the National Association of Insurance Commissioners (NAIC). 
               (See for example, CIC Secs. 730(d), 922.6(a), and 
               1216.1(a))

             3.   Recognizes the NAIC's  Financial Regulation Standards and 
               Accreditation Program  , which requires states to adopt 18 
               laws or regulations deemed indispensable to adequately 
               monitoring the financial solvency of its domestic insurers. 
               For accreditation purposes, the NAIC standard is that a 
               state must have all laws and regulations in effect to be 
               accredited (i.e., pass or fail).

           This bill

              1.   Makes various non-substantive "code clean-up" type 
               changes.





                                                                      SB 
          712 (Committee On Insurance), Page 2



             2.   Requires every admitted property and casualty insurer, 
               unless exempted by their domiciliary commissioner, to 
               annually submit the opinion of an Appointed Actuary 
               entitled "Statement of Actuarial Opinion" to the California 
               Insurance Department, pursuant to the appropriate Property 
               and Casualty Annual Statement Instructions of the National 
               Association of Insurance Commissioners (NAIC).

            
           

          COMMENTS

          1.  Purpose of the bill  : According to the Department of 
              Insurance, which is this bill's sponsor, California needs to 
              adopt the National Association of Insurance Commissioners 
              (NAIC) Model Law in order for the Department of Insurance 
              (CDI), California's insurance regulator, to retain NAIC 
              accreditation.

          2.  The addition of Section 923.6 to the CIC will satisfy the 
              NAIC accreditation requirement as to this element. The 
              purpose behind the P & C Actuarial Opinion Model Law is to 
              ensure that regulators have access to additional information 
              which can assist them in the solvency-related oversight on 
              behalf of protecting consumers. 

          3.  The balance of the bill are technical, code clean-up type 
              changes which will, among other things, provide recognition 
              in the California Insurance Code that California's Attorney 
              General may be male or  female. 


           4.  Background and Discussion:  

              According to the bill's sponsor, the Department of 
              Insurance, the business of insurance is principally 
              regulated at the state level.  The NAIC is an organization 
              of state insurance regulators for 50 states, Washington 
              D.C., and five U.S. territories.  The NAIC's primary mission 
              is to promote uniform practices amongst states in regulating 
              multi-state insurers.  To support this effort, the NAIC 
              maintains an insurance regulator accreditation program and 
              develops uniform standards known as Model Laws.  The NAIC 
              performs an on-site accreditation review of each insurance 
              regulator every 5 years; however, it also may carry out, at 




                                                                      SB 
          712 (Committee On Insurance), Page 3



              its discretion, interim annual reviews.

              An insurance regulator's accreditation status is dependent 
              on its adoption of statutes and regulations that align with 
              the Model Laws adopted by the NAIC.  Commonality in 
              regulating insurers is critical toward maintaining effective 
              state-based consumer protections.

              Effective January 1, 2010, the NAIC added a requirement for 
              states to adopt the NAIC Property and Casualty Opinion Model 
              Law.  The accreditation standard for this Model Law requires 
              states to codify four required elements:

               a.     Annual submission of an actuarial opinion,
               b.     Annual submission of an actuarial opinion summary,
               c.     The actuarial opinion must be provided with the 
                 Annual Statement and treated as a public document, and
               d.     The various documents related to the actuarial 
                 report or actuarial opinion summary must be privileged 
                 and treated as confidential by law because they contain 
                 significant proprietary information.

              The NAIC, during an interim annual review of CDI last year 
              noted, as a finding, that California had not codified the 
              NAIC Property and Casualty Opinion Model Law.  It is 
              imperative that California adopt this Model Law to preserve 
              its NAIC accreditation status.  The status of CDI as an 
              accredited insurance regulator allows our Reports of 
              Examination to be accepted by other states, and allows other 
              states to rely on us for other regulatory functions related 
              to financial surveillance.  Losing accreditation would 
              seriously impede the CDI's abilities to protect California 
              consumers, as well as negatively impact the state's domestic 
              insurance industry.

              It should be noted that the NAIC Property and Casualty 
              Opinion Model Law reflects CDI's current business practices 
              in this area so codifying it will result in no changes in 
              the methods and processes of CDI's current regulatory 
              activities.  

          5.  The NAIC's Financial Regulation Standards and Accreditation 
              Program  is a voluntary program under whose auspices 49 
              states plus the District of Columbia are now accredited. For 
              accreditation, state insurance departments must meet 
              established minimum accreditation standards which address 




                                                                      SB 
          712 (Committee On Insurance), Page 4



              categories of 1) Laws & Regulations, 2) Regulatory Practices 
              & Procedures, and 3) Organizational & Personnel Practices.

              The "Laws and Regulations" standard requires 18 laws or 
              regulations which the NAIC deems indispensable to adequately 
              monitoring the financial solvency of its domestic insurers. 
              The accreditation standard is that a state must have all 
              laws and regulations in effect to be accredited (i.e., pass 
              or fail).
                  
              The required laws are those relating to:


                  a.        Examination Authority
                  b.        Capital & Surplus Requirement
                  c.        NAIC Accounting Practices & Procedures
                  d.        Corrective Action
                  e.        Valuation of Investment
                  f.        Holding Company Systems
                  g.        Risk Limitation
                  h.        Investment Regulations
                  i.        Liabilities & Reserves
                  j.        Reinsurance Ceded
                  aa.       CPA Audits
                  bb.       Actuarial Opinion
                  cc.       Receivership
                  dd.       Guaranty Funds
                  ee.       Filings with NAIC
                  ff.       Producer Controlled Insurers
                  gg.       Managing General Agents Act
                  hh.       Reinsurance Intermediaries Act

              SB 715 addresses the law identified for NAIC accreditation 
              purposes in item I. above.

           6.  Summary of Arguments in Support:   

               a.     The Department of Insurance supports this bill to 
                 preserve its accreditation by the NAIC.

           7.  Summary of Arguments in Opposition:    

               a.     None received
                

          8.  Amendments:  




                                                                      SB 
          712 (Committee On Insurance), Page 5




               a.     None
        
          9.  Prior and Related Legislation:   

               a.     None


           
          LIST OF REGISTERED SUPPORT/OPPOSITION
          
          Support
           
          California Department of Insurance (Sponsor)
           
          Opposition
               
          None

          Consultant: Ken Cooley  (916) 651-4110