HOUSE AMENDMENT
Bill No. HB 1219 Barcode 440063
Amendment No. ___ (for drafter's use only)
CHAMBER ACTION
Senate House
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5 ORIGINAL STAMP BELOW
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11 The Committee on Insurance offered the following:
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13 Amendment
14 On page 3, line 13 through page 4, line 28
15 remove from the bill: all of said lines
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17 and insert in lieu thereof:
18 (b) Except as provided in subsection (6) of this
19 section or in applicable department rules, and in addition to
20 other conduct described in this chapter with respect to
21 particular types of agents, a license as an insurance agent,
22 service representative, solicitor, customer representative, or
23 limited customer representative is required in order to engage
24 in the solicitation of insurance. For purposes of this
25 requirement, as applicable to any of the license types
26 described herein, the solicitation of insurance is the attempt
27 to persuade any person to purchase an insurance product by:
28 1. Describing the benefits or terms of insurance
29 coverage including premiums or rates of return;
30 2. Distributing an invitation to contract to
31 prospective purchasers;
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File original & 9 copies 03/26/01
hin0002 08:34 pm 01219-in -440063
HOUSE AMENDMENT
Bill No. HB 1219 Barcode 440063
Amendment No. ___ (for drafter's use only)
1 3. Making general or specific recommendations as to
2 insurance products;
3 4. Completing orders or applications for insurance
4 products; or
5 5. Comparing insurance products, advising as to
6 insurance matters or interpreting policies or coverages.
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8 However, an employee leasing company licensed pursuant to
9 chapter 468, which has entered into or is seeking to enter
10 into a contract with an employer which identifies products and
11 services offered to employees, may deliver proposals for the
12 purchase of employee leasing services to prospective clients
13 and clients of the employee leasing company setting forth the
14 terms and conditions of doing business; classify employees as
15 permitted by section 468.529; collect information from
16 prospective clients and other sources as necessary to perform
17 due diligence on the prospective client and to prepare a
18 proposal for services; provide and receive enrollment forms,
19 plans, and other documents; and discuss or explain in general
20 terms the conditions, limitations, options, exclusions of
21 insurance benefit plans available to the client or employees
22 of the employee leasing company were the client to contract
23 with the employee leasing company. Any advertising materials
24 or other documents describing specific insurance coverages
25 must identify and be from a licensed insurer or its licensed
26 agent or a licensed and appointed agent employed by the
27 employee leasing company. The employee leasing company may
28 not advise or inform the prospective business client or
29 individual employees of specific coverage provisions,
30 exclusions, or limitations of particular plans. If a
31 prospective client requests more specific information about
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File original & 9 copies 03/26/01
hin0002 08:34 pm 01219-in -440063
HOUSE AMENDMENT
Bill No. HB 1219 Barcode 440063
Amendment No. ___ (for drafter's use only)
1 the insurance provided by the employee leasing company, the
2 employee leasing company must refer the prospective business
3 client to the insurer or its licensed agent or to a licensed
4 and appointed agent employed by the employee leasing company.
5 (8) No insurance agent, insurance agency or other
6 person licensed under the Insurance Code may pay any fee or
7 other consideration to an unlicensed person other than an
8 insurance agency for the referral of prospective purchasers to
9 an insurance agent which is in any way dependent upon whether
10 the referral results in the purchase of an insurance product.
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File original & 9 copies 03/26/01
hin0002 08:34 pm 01219-in -440063