Florida Senate - 2014 COMMITTEE AMENDMENT Bill No. SB 1210 Ì333272ÉÎ333272 LEGISLATIVE ACTION Senate . House Comm: RCS . 03/11/2014 . . . . ————————————————————————————————————————————————————————————————— ————————————————————————————————————————————————————————————————— following: 1 Senate Amendment 2 3 Delete lines 282 - 343 4 and insert: 5 Section 7. Paragraph (b) of subsection (1) of section 6 626.112, Florida Statutes, is amended to read: 7 626.112 License and appointment required; agents, customer 8 representatives, adjusters, insurance agencies, service 9 representatives, managing general agents.— 10 (1) 11 (b) Except as provided in subsection (6) or in applicable 12 department rules, and in addition to other conduct described in 13 this chapter with respect to particular types of agents, a 14 license as an insurance agent, service representative, customer 15 representative, or limited customer representative is required 16 in order to engage in the solicitation of insurance. Effective 17 October 1, 2014, new limited customer representative licenses 18 may not be issued. For purposes of this requirement, as 19 applicable toany ofthe license types described in this 20 section, the solicitation of insurance is the attempt to 21 persuade any person to purchase an insurance product by: 22 1. Describing the benefits or terms of insurance coverage, 23 including premiums or rates of return; 24 2. Distributing an invitation to contract to prospective 25 purchasers; 26 3. Making general or specific recommendations as to 27 insurance products; 28 4. Completing orders or applications for insurance 29 products; 30 5. Comparing insurance products, advising as to insurance 31 matters, or interpreting policies or coverages; or 32 6. Offering or attempting to negotiate on behalf of another 33 person a viatical settlement contract as defined in s. 626.9911. 34 35 However, an employee leasing company licensed under 36pursuant tochapter 468 which is seeking to enter into a 37 contract with an employer that identifies products and services 38 offered to employees may deliver proposals for the purchase of 39 employee leasing services to prospective clients of the employee 40 leasing company setting forth the terms and conditions of doing 41 business; classify employees as permitted by s. 468.529; collect 42 information from prospective clients and other sources as 43 necessary to perform due diligence on the prospective client and 44 to prepare a proposal for services; provide and receive 45 enrollment forms, plans, and other documents; and discuss or 46 explain in general terms the conditions, limitations, options, 47 or exclusions of insurance benefit plans available to the client 48 or employees of the employee leasing company were the client to 49 contract with the employee leasing company. Any advertising 50 materials or other documents describing specific insurance 51 coverages must identify and be from a licensed insurer or its 52 licensed agent or a licensed and appointed agent employed by the 53 employee leasing company. The employee leasing company may not 54 advise or inform the prospective business client or individual 55 employees of specific coverage provisions, exclusions, or 56 limitations of particular plans. As to clients for which the 57 employee leasing company is providing services pursuant to s. 58 468.525(4), the employee leasing company may engage in 59 activities permitted by ss. 626.7315, 626.7845, and 626.8305, 60 subject to the restrictions specified in those sections. If a 61 prospective client requests more specific information concerning 62 the insurance provided by the employee leasing company, the 63 employee leasing company must refer the prospective business 64 client to the insurer or its licensed agent or to a licensed and 65 appointed agent employed by the employee leasing company. 66 Section 8. Effective January 1, 2015, subsection (7) of 67 section 626.112, Florida Statutes, is amended to read: 68 626.112 License and appointment required; agents, customer 69 representatives, adjusters, insurance agencies, service 70 representatives, managing general agents.—