Current through Reg. 50, No. 187; September 24, 2024
(1) Purpose. The purpose of this rule is to
establish uniform guidelines for the assessment of administrative fines imposed
upon entities, concerning certain violations of the Florida Insurance Code and
applicable Office Rules.
(2) Scope.
(a) This rule applies to all entities issuing
life, health, property, casualty, liability, surety, marine, mortgage guaranty,
or title insurance. This rule shall apply to all such entities regardless of
whether they are organized as a stock company, mutual, assessable mutual,
reciprocal, fraternal benefit society, risk retention group, self-insurance
fund, or other legal form. This rule applies to all violations discovered or
investigated through financial examinations, market conduct examinations, or
office investigations. This rule shall not be construed as creating any
substantive violations not otherwise proscribed by statute or rule.
(b) Specialty Insurers Excluded. This rule
does not apply to entities issuing only one or several of the following
products:
1. Warranties under Chapter 634,
F.S.
2. Professional service plans
under Chapter 637, F.S.
3.
Ambulance service contracts under Chapter 638, F.S.
4. Legal expense insurance under Chapter 642,
F.S.
5. Continuing care contracts
under Chapter 651, F.S.
6. Bail
bonds under Chapter 648, F.S.
7.
Health care service programs under Chapter 641, F.S., (including HMOs and
Prepaid Health Clinics).
(c) Certain Chapter 626, F.S., Licensees
Excluded. This rule does not apply to any licensees under Chapter 626, F.S.,
other than general agents, third party administrators, and service
companies.
(d) Late filing
penalties. Penalties for late filing of routine financial reports is dealt with
by separate rule.
(3)
Definitions. The following terms have the following meanings for purposes of
this rule.
(a) "Action" means an event or
events leading to the commission of a violation.
(b) "Office" means the Florida Office of
Insurance Regulation.
(c) "Office
Rules" means any and all valid rules adopted by the Financial Services
Commission which apply to insurers or other entities within the jurisdiction of
the Office.
(d) "Florida Insurance
Code" means Chapters 440, 624 through 632, 634, 635, 637, 638, 641, 642, 648,
651, 817, F.S.
(e) "Repeat
Violations" means a second or subsequent offense of any given violation subject
to a fine under this rule for which an insurer has been assessed an
administrative fine or has received written notification of the violation from
the Office in either of the two immediately preceding financial or market
conduct examinations or as a result of a Office investigation conducted within
the immediately preceding six years.
(f) "Violation" means any non-compliance with
the Florida Insurance Code or any applicable Office Rules or Orders.
(g) "Knowing and willful:"
1. With respect to any act or omission which
constitutes a violation of Part I of Chapter 627, F.S., the insurer must
violate the standard established in the definition of "willful" set forth in
Section 627.041(7),
F.S., in order for a penalty to be assessed as "willful" under this
rule.
2. With respect to all other
violations of the Florida Insurance Code, as used in Section
624.4211, F.S., and for purposes
of the assessment of administrative fines under this rule, and taking into
account the requirements of Section
624.11, F.S., the term "knowing
and willful" means any act of commission or omission which is committed
intentionally as opposed to accidentally and which is committed with knowledge
of the act's unlawfulness or with reckless disregard as to the unlawfulness of
the act.
(h)
"Investigation" means any official Office review, analysis, inquiry, and/or
research into referrals, complaints, or inquiries to determine the existence of
violations.
(i) "Numerator" means
the number of violations of a specific statute for a particular line of
business.
(j) "Denominator" means
the number of occurrences examined to determine compliance with a specific
statute.
(k) "Error ratio" means
the percentage computed when the numerator is divided by the denominator,
rounded up to the nearest hundredth.
(l) "Permissible error ratio" means the
permissible percentage of violations to occurrences examined to determine
compliance as established in paragraph (4)(g), below.
(4) General Provisions.
(a) Rule Not All-Inclusive. This rule
contains illustrative violations. This rule does not, and is not intended to,
encompass all possible violations of statute or Office rule that might be
committed by insurers. The absence of any violation from this rule shall in no
way be construed to indicate that same is not subject to penalty. In any
instance wherein the violation is not listed in this rule, then the penalty
shall be determined by consideration of:
1.
The penalty factors specified in this rule; and,
2. Any closely analogous violation that is
listed in this rule.
(b)
Rule and Statutory Violations Included. This rule applies whether the violation
is of a statutory provision, of a Office rule, or of an order implementing a
statutory provision.
(c) Rule
Establishes Norms. The penalty guidelines specified in this rule are the
appropriate final penalty only in those cases which are resolved through the
execution of a settlement stipulation and the incorporation of that settlement
stipulation in a final order. This rule and any precedents developed under it
do not apply to any case in which an entity disputes the existence of a
violation by using a proceeding under Section
120.57, F.S. The penalty
guidelines assume the typical mix of aggravating and mitigating factors found
in actual practice in typical cases, in the Office experience. However, these
guidelines shall not supersede the Office authority to suspend or revoke an
entity's certificate of authority or to require specific corrective action in
cases in which the imposition of administrative penalties is not appropriate.
For example, notwithstanding the specification of relatively smaller fines for
particular violations, the Office will not impose such fines but will instead
initiate action to suspend or revoke a certificate of authority as a result of
such violations where significant aggravating factors are present, as
enumerated in subsection (5), below. Any action taken by the Office which
results in the imposition of fines under this rule or which may result in the
suspension or revocation of a certificate of authority shall be conducted
pursuant to the provisions of Chapter 120, F.S. The Office shall reduce the
amount of a penalty which would otherwise be imposed pursuant to this rule if
the payment of such a penalty would reduce surplus to an extent which the
Office determines, based on the particular circumstances of the entity
involved, would jeopardize the financial condition of the insurer to such an
extent that the provisions of Part VI of Chapter 624, F.S., relating to
administrative supervision or of Chapter 631, F.S., relating to rehabilitation
and liquidation, would have to be invoked. This determination is not subject to
the hearing rights provided for in Chapter 120, F.S.
(d) Description of Violations. Although the
violations in subsections (8) through (11), below, include specific references
to statutes and/or rules, the violations are described in general language
because in many cases several statutes or rules are involved. The use of
general language shall not be construed to expand or modify the statute.
Violations are not necessarily described herein using the language that would
be used to formally allege the violation in a specific case. In some instances
a basic generic violation is described herein (e.g., misleading advertising),
but there also appear one or more specific variations of that same general
violation, with different penalties specified, where the Office has determined
that different treatment is needed or merited (e.g., misleading advertising in
medicare supplement insurance). If any statutory or rule citations in
subsections (8) through (11), are changed but the violation remains the same
and the tracking tables in the Florida Statutes or the history notes in the
Florida Administrative Code indicate the new statutory or rule citation, then
the use of the previous statutory or rule citation will not invalidate this
rule.
(e) Relationship to Other
Rules. The provisions of this rule shall be subordinated in the event that any
other rule more specifically addresses a particular violation or violations in
particular lines of insurance.
(f)
Other Licensees. The imposition of a penalty upon any insurer in accordance
with this rule shall in no way be interpreted as barring the imposition of a
penalty upon any agent, adjuster, or other licensee in connection with the same
conduct.
(g) Permissible Error
Ratios.
1. Claims Violations. Subject to
subparagraphs 3. and 4. of this paragraph, a permissible error ratio of seven
percent (7%) is established for claims violations. This permissible error ratio
is applicable to all nonwillful claims violations as set forth in the
individual penalty categories in this rule. For those claims violations subject
to the permissible error ratio, if the error ratio for a nonwillful violation
of a specific statute or rule for a particular line of business does not exceed
the permissible error ratio of 7%, no penalty shall be assessed for the noted
claims violations of such statute or rule for that line of business. If the
error ratio for a specific statute or rule for a particular line of business
exceeds the permissible error ratio of 7%, a penalty shall be assessed for
those violations which exceed the error ratio.
2. Other Violations. Subject to subparagraphs
(4)(g)3. and 4. of this paragraph, a permissible error ratio of ten percent
(10%) is established for all nonwillful violations other than claims
violations. This permissible error ratio is applicable to all nonwillful
violations other than claims violations as set forth in the individual penalty
categories in this rule. For those other violations subject to the permissible
error ratio, if the error ratio for a nonwillful violation of a specific
statute or rule for a particular line of business does not exceed the
permissible error ratio of 10%, no penalty shall be assessed for the noted
other violations of such statute for that line of business. If the error ratio
for a specific statute or rule for a particular line of business does exceed
the permissible error ratio of 10%, a penalty shall be assessed for those
violations which exceed the error ratio.
3. Whether the error ratio for any
violation(s) is less than, equal to, or exceeds the permissible error ratio
does not preclude the Office from requiring corrective action(s).
4. For those violations subject to an error
ratio, the Office will increase the sample size used to determine the error
ratio if it receives a written request from the insurer or other entity to do
so. The sample size will be increased by up to, but no more than, 200
files.
(h)
Investigations. Any violation(s) found as a result of a Office investigation
shall not be subject to the permissible error ratio provisions of this rule.
The Office experience over the years has been that error ratios are not
appropriately applied to the majority of investigations conducted by the Office
because of the nature and scope of investigations and because of the type of
business being investigated. However, if the allegations being investigated are
ones which lend themselves to the application of error ratios, the Office
shall, if the particular circumstances relating to the alleged violations
reasonably require further investigation in the context of an examination,
convert the investigation into a target examination, at which point error
ratios will be applied to the results of the examination.
(5) Penalty Factors. The following factors
are considered in determining penalties for violations not listed in this rule,
and, as to listed violations, the placement of the penalty within the range
specified. The factors are not necessarily listed in order of importance.
(a) Willfulness and knowledge of the
violation.
(b) Actual harm or
damage to any insured, claimant, applicant, or other person or entity caused
directly or indirectly by the violation, as determined by the Office financial
examination, market conduct examination, or Office investigation.
(c) Degree of potential harm to which any
insured or claimant was exposed by the violation, as determined by the Office
financial examination, market conduct examination, or Office
investigation.
(d) Degree to which
the violation, if not detected, tends to undermine the regulatory process or
regulatory system or the integrity of regulatory reports.
(e) Whether the entity reasonably should have
known of the act's unlawfulness.
(f) Corrective activities which are
substantially initiated only after the violation or possibility of violation is
formally or informally noted or brought to the attention of the entity by the
Office. The Office will not assess a penalty for violations for which
successful corrective activities were actually and substantially initiated (not
just planned) and implemented by the insurer before the violation was noted by
or brought to the attention of the Office, and before the insurer was made
aware that the Office was investigating the alleged violation. Insurers shall
take note of the requirements of Section
624.4211(2),
F.S., regarding restitution. It has been the Office experience that corrective
activities have included remedial procedures put in place to assure that the
violation does not recur; adverse personnel activities taken when appropriate;
and making any injured party whole as to harm suffered in relation to the
violation. The entity's corrective activities may include other measures as the
entity deems appropriate.
(g)
Financial gain or loss to the insurer from the violation.
(h) Degree of cooperation of the insurer with
the Office in remedying the violation including any restitution provided to
affected consumers.
(i) Previous
fines or suspensions imposed by the Office against the insurer.
(j) Whether the violation is a repeat
violation.
(k) The extent to which
any applicable permissible error ratio is exceeded.
(6) Multiple Violations.
(a) For those violations not subject to the
permissible error ratio provisions of this rule, each factually separate
occurrence is a separate violation for purposes of this rule and application of
the penalties, and penalties for such separate violations are cumulative, to
the extent provided in Section
624.4211, F.S., notwithstanding
that the violations are of the same statutory or rule provision.
(b) For those violations subject to the
permissible error ratio provisions of this rule that comprise the numerator
when divided by the denominator exceed the permissible error ratio established
by this rule, each such violation is a separate violation for purposes of this
rule and for the application of the penalties set forth in this rule to the
extent provided in Section
624.4211, F.S., notwithstanding
that the violations are of the same statutory or rule
provision.
(7) Penalty
Categories and Fines Assessed. Violations are divided into four categories.
Category I violations are the most serious and category IV violations are the
least serious. The Office will use the factors in subsection (5), above, to
determine, within the penalty ranges specified below, the fine for each
violation within a category. The penalty amount does not include any
investigative or legal costs that are assessed in addition to the
fine.
(8) Category I. If the
violation is knowing and willful, the fine assessed per violation will range
from $12,000 to $20,000. If the violation is nonwillful, the fine assessed per
violation will range from $1,000 to $2,500 per violation. Violations listed in
this category are exempt from the permissible error ratio provisions of this
rule.
(a) Violation of any lawful order of the
Office, pursuant to Section
624.418(2)(a),
F.S.
(b) Failure to take corrective
activities or other measures as agreed to by the insurer in writing to the
Office, pursuant to Section
624.418(2)(a),
F.S.
(c) Failure to take effective
corrective activities or other measures on a formal written criticism made by
the Office in a previous exam report, after that report becomes final, pursuant
to Sections 624.316 and
624.3161, F.S.
(d) Failure of insurer or any of its officers
to properly respond to or cooperate with the Office in reporting, or providing
information to the Office, or producing or making reasonably available, any of
its accounts, records, or files, as requested by the Office, pursuant to
Sections 624.318 and
624.418(2)(b),
F.S.
(e) Use of an unlicensed
managing general agent or third party administrator, pursuant to Sections
626.091(3),
626.112, and
626.901, F.S.
(f) Assisting in or facilitating insurance
agency activities in prohibited association with a financial institution,
pursuant to Section 626.988, F.S., and rule Chapter
69O-223, F.A.C.
(g) Filing or
causing to be filed any materially incorrect financial report with the Office,
pursuant to Section 624.424(1),
F.S.
(h) Writing any line of
insurance other than those authorized by the certificate of authority, pursuant
to Section 624.401(2),
F.S.
(i) Violation of an emergency
rule, pursuant to Section
624.418(2),
F.S.
(j) Improperly assisting an
unlicensed insurer, pursuant to Section
626.901, F.S.
(k) Violation of Medicare Supplement and
Long-Term Care standards for marketing and provisions relating to excessive
duplicative insurance, pursuant to Sections
627.6741,
627.6743,
627.6744 and
627.9407, F.S., and Chapters
69O-156 and 69O-157, F.A.C.
(l)
Violation of the Unfair Trade Practices Act, pursuant to Part IX, Section
626.9541, F.S.
(m) Violation of long-term care disclosure
advertising, and/or performance standards, pursuant to Section
627.9407, F.S., and rule Chapter
69O-157, F.A.C.
(n) Failure to
maintain records, pursuant to Sections
624.318,
626.561, and
626.875, F.S.
(o) Failure to file advertising as required,
pursuant to Chapters 69O-150, 69O-156 and 69O-157, F.A.C.
(p) Failure to timely refund unearned
premium, pursuant to sections
627.4133,
627.6043,
627.6741,
627.728,
627.7282, and
627.7283, F.S., and Rules
69O-167.001 and
69O-167.002, F.A.C.
(q) Use of unfiled rates or forms, pursuant
to Sections 627.062,
627.0645,
627.0651,
627.091,
627.191, and
627.410, F.S., and Chapter
69O-149, F.A.C.
(r) Use of unfiled
rate manuals, underwriting guidelines, or other required filings, pursuant to
Sections 627.062,
627.0651,
627.091,
627.410(6),
627.640,
627.6745, and
627.6785, F.S., and Parts I and
III of Chapter 69O-149; part I of Chapter 69O-156; Rule
69O-157.022; Chapter 69O-170;
and Rule 69O-175.004, F.A.C.
(s)
Failure to provide 15-day advance notice of premium increase when automatic
bank withdrawal arrangement is in force, pursuant to Section
627.0665, F.S.
(t) Failure to allow Free-Look period,
pursuant to Sections 626.99(4)(a)
and 627.674(3)(d),
F.S. and Rules 69O-154.003 and
69O-157.018, F.A.C.
(u) Failure to comply with replacement
requirements, pursuant to Chapters 69O-151, 69O-156 and 69O-157,
F.A.C.
(v) Failure to notify Office
of withdrawal from line of business, pursuant to Section
624.430, F.S.
(w) Failure to maintain company records and
assets in the State of Florida, pursuant to Sections
628.271 and
624.443, F.S.
(x) Failure to establish or comply with
reserve requirements, pursuant to Sections
625.041,
625.051,
625.061,
625.071,
625.081,
625.091,
625.111,
625.121 and
625.131, F.S.
(y) Investments in ineligible investments,
pursuant to Section 625.302, F.S.
(z) Failure to comply with limits on
investments without a special consent from the Office pursuant to Sections
625.305,
625.306,
625.307,
625.308,
625.309,
625.310,
625.311,
625.312,
625.313,
625.314,
625.315,
625.316,
625.317,
625.318,
625.319,
625.320,
625.321,
625.322,
625.323,
625.324,
625.325,
625.3255,
625.326,
625.3262,
625.327, and
625.329, F.S.
(aa) Making prohibited investments as defined
in Section 625.332, F.S.
(bb) Violation of the restrictions on maximum
annual premiums writing, pursuant to Section
624.4095, F.S.
(cc) Improper allocation of any item on the
balance sheet having a material effect on the balance sheet, pursuant to Rule
69O-137.001, F.A.C.
(dd) Failure to obtain approval for
converting company from a stock company to a mutual company, merging or
selling, or acquiring a controlling interest, pursuant to Sections
628.441,
628.451,
628.461,
628.471,
628.481 and
624.491, F.S.
(ee) Failure to file and acquire approval to
pay commissions to persons with effective control, pursuant to Section
628.255, F.S.
(ff) Violation of the Small Employer Health
Care Access Act, pursuant to Section
627.6699, F.S., and Part III of
Chapter 69O-149, F.A.C.
(gg)
Violation of requirements regarding excluded assets in determination of the
financial condition of an insurer, pursuant to Section
625.031, F.S.
(hh) Failure to document subjective
modifications, pursuant to Section
627.062, F.S., and Rules
69O-170.004 and
69O-170.013,
F.A.C.
(9) Category II.
If the violation is knowing and willful, the fine assessed per violation will
range from $2,500 to $10,000. If the violation is nonwillful, the fine assessed
per violation will range from $750 to $2,000 per violation.
(a) Those nonwillful violations subject to
the permissible error ratio provisions of this rule include:
1. Failure to properly supervise company
adjuster, pursuant to Section
626.878, F.S., and paragraph
69O-220.201(4)(g),
F.A.C.
2. Advertisement of the
existence of the Guaranty Fund(s) as an inducement to sell, pursuant to
Sections 631.65 and
631.735, F.S.
3. Cancellation or nonrenewal of policy for
unapproved reasons, pursuant to Sections
627.4133,
627.728,
627.7282, F.S.
4. Failure to make payment of loss within 20
days of settlement, pursuant to Section
627.4265, F.S.
5. Failure to pay a claim and any interest
when due, pursuant to Sections
627.4265 and
627.613, F.S.
6. Failure to provide outline of coverage,
pursuant to Sections 627.4143,
627.642 and
627.9407(10),
F.S.
7. Failure to include the
fraud statement, pursuant to Section
817.234(1)(b),
F.S.
8. Failure to pay interest on
cash surrender of life or annuity policy after 30 days, pursuant to Section
627.482, F.S.
9. Failure to provide required minimum
cancellation, nonrenewal or change in rates notice, pursuant to Sections
627.4133,
627.6043,
627.6645 and
627.7281,
F.S.
(b) Those
violations, willful or nonwillful, not subject to the permissible error ratio
provisions of this rule include:
1.
Furnishing supplies to unlicensed agents, pursuant to Section
626.342, F.S.
2. Failure to show insurer's name on
application, pursuant to Section
627.4085, F.S.
3. Use of unlicensed adjuster, agent, or
representative, pursuant to Section
626.112, F.S.
4. Failure to make delivery of policy,
pursuant to Section 627.421(1),
F.S.
5. Failure to provide
extension of benefits, pursuant to Section
627.667, F.S.
6. Failure to provide conversion policy,
pursuant to Sections 627.646 and
627.6675, F.S.
7. Failure to file Certificate of Compliance
for Advertising, pursuant to subsections
69O-150.018(2),
69O-150.119(2)
and 69O-156.120(2),
F.A.C.
8. Failure to maintain
claims office in the state for school accident insurance, pursuant to Section
627.661, F.S.
9. Failure to affix out of state group stamp,
pursuant to Sections 627.5515 and
627.6515, F.S.
10. Filing financial statements with the
Office prepared in a manner inconsistent with NAIC Accounting Practices and
Procedures, as required by Rule
69O-137.001, F.A.C.
11. Violation of admitted asset requirements,
pursuant to Section 625.012, F.S.
12. Failure to correctly value bonds or other
evidences of debt having a fixed term and rate of interest, pursuant to section
625.141, F.S.
13. Failure to correctly value securities
(other than bonds), pursuant to Section
625.151, F.S.
14. Failure to correctly value real and
personal property, pursuant to Section
625.161, F.S.
15. Failure to correctly value purchase money
mortgages on real property, pursuant to Section
625.171, F.S.
16. Failure to comply with the retention of
risk on any one subject of risk, pursuant to Section
624.609,
F.S.
(10)
Category III. If the violation is knowing and willful, the fine assessed per
violation will range form $1,500 to $2,500. If the violation is nonwillful, the
fine assessed per violation will range from $500 to $1,000 per violation.
(a) Those nonwillful violations subject to
the permissible error ratio provisions of this rule include:
1. Use of an agent who is licensed but not
properly licensed for the product sold, pursuant to Section
626.112, F.S.
2. Failure to meet continuing education
requirements for agents appointed by the company, pursuant to Section
626.2815, F.S.
3. Acceptance of business by an insurer from
an agent not properly appointed pursuant to Section
624.425, F.S.
4. Failure to adjust a claim in accordance
with the terms and conditions of the contract, pursuant to Section
626.877, F.S.
5. Failure to adjust claims including partial
losses in accordance with the valued policy law and to provide a statement by
the insurer limiting the amount of the recovery, pursuant to Section
627.702, F.S.
6. Failure to properly handle claims per
certification from the Department of Labor and Employment Security, pursuant to
Section 440.20(16)(a),
F.S.
7. Failure to respond to
claimant's attorney within 30 days, pursuant to Section
627.7264,
F.S.
(b) Those
violations, willful and nonwillful, not subject to the permissible error ratio
provisions of this rule include:
1. Failure to
register or appoint agent, pursuant to Section
626.112, F.S.
2. Failure to request additional appointments
for life and health agents when placing business with another insurer and
receipt of commissions prior to receipt of appointment by the Office, pursuant
to Section 626.341, F.S.
3. Refusal to write worker's compensation
based on premium volume, pursuant to Section
627.1615, F.S.
4. Failure to file experience reports for
health insurance, pursuant to Section
627.9175(2)(a),
F.S.
5. Failure to state the source
of statistics used in an advertisement, pursuant to Chapter 69O-150,
F.A.C.
6. Failure of a solicitation
of coverage to be from and contain the name of a Florida licensed agent,
pursuant to Chapter 69O-150, F.A.C.
7. Use of a commercial rating system in an
advertisement without the required disclosure as to the extent of such rating,
and the scope and limitation of such rating, pursuant to Chapters 69O-150 and
69O-156, F.A.C.
8. Failure to
notify the Office of terminating the appointment of an agent, pursuant to
Section 626.511, F.S.
9. Failure to dispose of ineligible property
and securities not in compliance within the time frame provided by Section
625.338, F.S.
10. Non-compliance with Section
624.45, F.S., concerning
financial institutions' participation in reinsurance or insurance
exchanges.
11. Failure to comply
with Section 624.610, F.S., concerning
reinsurance.
12. Making investments
other than a policy loan or annuity contract loan of a life insurer without
being authorized or approved by the insurer's board of directors or by a
committee authorized by such boards or in any other manner not in compliance
with Section 625.304, F.S.
13. Failure to notify the Office of any
change in directors or principal officers, pursuant to Section
628.261, F.S.
14. Failure to provide personal injury
coverage, or to pay personal injury protection claims, pursuant to Section
627.736, F.S.
15. Failure to honor personal injury
protection requirements of claims mediation, pursuant to Section
627.745, F.S., and Rule
69O-176.022, F.A.C.
16. Failure to comply with provisions of
Chapter 440, F.S., pursuant to Section
440.52(3),
F.S.
(11)
Category IV. If the violation is knowing and willful, the fine assessed per
violation will range from $1,000 to $1,500. If the violation is nonwillful, the
fine assessed per violation will range from $100 to $500 per violation.
(a) Those nonwillful violations subject to
the permissible error ratio provisions of this rule include:
1. Failure to notify applicant of Florida
Joint Underwriting Association availability for private passenger auto
coverages, pursuant to Section
627.728(6),
F.S.
2. Failure to provide $10,000
property damage liability or $30,000 combined bodily injury liability and
property damage liability with each personal injury protection policy, pursuant
to Section 627.7275, F.S., and Rule
69O-175.004, F.A.C. (Note that the property damage liability requirement is
effective for policies issued on and after 10/1/89.)
3. Insufficient timing of binder
cancellation, pursuant to Section
627.420, F.S.
4. Failure to provide specific reasons
including underwriting reasons either on denial of an application, or to
accompany each notice of nonrenewal and cancellation, pursuant to Sections
627.4091 and
627.4133, F.S.
5. Failure to attach mandatory forms to
policy, pursuant to Section
627.412, F.S.
6. Failure to provide premium installment
plans for workers' compensation policies with over $1,000 in annual premium,
pursuant to Section 627.162, F.S.
7. Failure to adhere to filed underwriting
rules for private passenger auto and homeowners' coverages, pursuant to
Sections 627.062 and
627.0651, F.S., and Rules
69O-170.013,
69O-170.014 and
69O-175.003, F.A.C.
8. Error in workers' compensation statistical
data reported by insurer, pursuant to Section
627.331, F.S.
9. Failure to use acceptable workers'
compensation application form, as required by Section
440.381, F.S., and Rule
69O-189.003, F.A.C.
10. Failure to properly forward auto titles
to Department of Highway Safety and Motor Vehicles, pursuant to section
319.30, F.S.
11. Violations of countersignature
provisions, pursuant to Section
624.425, F.S.
12. Improper application of safe driver
points to comprehensive coverage, pursuant to Section
627.0652, F.S.
13. Failure to make available risk management
guidelines, pursuant to Section
627.0625, F.S.
14. Failure to provide rules for and apply
credit for completion of the Department of Highway Safety and Motor Vehicles
approved accident prevention course by persons 55 or older, pursuant to Section
627.0652, F.S.
15. Failure of insurer to provide premium
credits; on Liability, PIP and Collision for Anti-lock brakes; on PIP and Med
Pay for Air Bags; on Comprehensive Coverage for Anti-Theft Devices for private
passenger autos as approved by the Office, pursuant to Section
627.0653, F.S.
16. Failure to list forms and edition dates
on declaration, pursuant to Section
627.413(1)(g),
F.S.
17. Failure to display rates
for auditable exposures, pursuant to Section
627.413(2),
F.S.
18. Failure to show
coinsurance statement on property insurance policy subject to coinsurance
provisions, pursuant to Section
627.701, F.S.
19. Regarding uninsured motorist coverages,
providing uninsured motorist at lesser limit than bodily injury without signed
election form; or failure to annually notify insureds of uninsured motorist
option and to document offers; or failure to make election part of application;
or providing uninsured motorists coverage that differs from that selected by
insured; or failure to document uninsured motorist's elections; or failure to
offer uninsured motorists coverage, pursuant to Section
627.727, F.S.
20. Issuing a personal injury protection and
property damage liability auto policy for less than 6 months except as
permitted by Section 627.7295, F.S., or violation of
2-month cancellation restriction and policy free provision or charging an
unfiled policy fee, pursuant to Section
627.7295, F.S.
21. Failure to notify insured that
cancellation or non-renewal will be reported to Department of Highway Safety
and Motor Vehicles, pursuant to Section
627.736(9)(b),
F.S. Note that the policing of the various required notices is the
responsibility of the Department of Highway Safety and Motor
Vehicles.
22. Failure to notify
insureds of annual personal injury protection options including deductibles,
pursuant to Section 627.739(2),
F.S.
23. Failure to comply with
preinspection of privately purchased private passenger automobiles for physical
damage coverage for new business policies issued in counties with populations
of 500,000 or more, pursuant to Section
627.744, F.S., and Rule
69O-167.004, F.A.C.
24. Failure to show on an auto policy not
providing bodily injury liability and property damage liability that the policy
does not comply with the wording required by Florida law, pursuant to Rules
69O-184.011 and
69O-184.012, F.A.C.
25. Failure to use imprint information on
non-pay cancellation notice by premium finance company, pursuant to Section
627.848, F.S., and Rule
69O-196.001, F.A.C.
26. Failure to comply with rules for
completion of underwriting for private passenger auto coverages, pursuant to
Section 627.7282, F.S., and Rule
69O-167.002, F.A.C.
27. Failure to reduce collision rates 3.5% on
policies effective 1/1/90 to reflect mandatory $10,000 property damage
liability coverage or $30,000 when property damage liability and bodily injury
liability are combined, pursuant to Rule 69O-175.005, F.A.C.
28. Misapplication: failure to follow filed
rating plans, underwriting guidelines, or other required filings, pursuant to
Sections 627.062,
627.0645,
627.0651,
627.091,
627.191,
627.640,
627.6745, and
627.6785,
F.S.
(b) Those
violations, willful and nonwillful, not subject to the permissible error ratio
provisions of this rule include:
1. Violations
of licensed agent law, life and health insurance, pursuant to Section
624.428, F.S.
2. Failure to show subjects of insurance in
the policy declaration and including in part, claims conditions and limitations
and failure to include prescribed policy contents, pursuant to Section
627.413, F.S.
3. Failure to provide required policy
information to any other person with an insurable interest in the policy,
pursuant to Section 627.421(2),
F.S.
4. Failure to follow the
equity dating statute and follow rule for processing additional premium due
company, pursuant to Section
627.7282, F.S., and Rule
69O-167.001, F.A.C.
5. Applying deductible to a windshield loss,
pursuant to Section 627.7288, F.S.
6. Failure to cancel policy on an insured's
request basis, when financed by a premium finance company, pursuant to Section
627.848(4),
F.S.
7. Use of unfiled premium
finance forms and charges and interest plans under in-house control, pursuant
to Section 627.904, F.S.
8. Use of short rate rules that develop
premium greater than 90% of pro rata unless filed and approved by the Office,
pursuant to Section 627.062, F.S., and Rule
69O-170.010, F.A.C.
9. Failure of advertising material produced
in quantity to bear an identifying form number or other identifying means,
pursuant to Chapter 69O-150, F.A.C.
10. Failure to comply with the requirements
for the placement of excess or rejected business, pursuant to Sections
626.793 and
626.837, F.S.
11. Deposits not in compliance with Sections
624.411,
624.412,
626.5091,
625.50,
625.51,
625.52,
625.53,
625.55,
625.56,
625.57,
625.58, F.S.
12. Exceeding limits on dividends to
stockholders and policyholders, pursuant to Sections
628.371 and
628.381, F.S.
13. Failure to file with the Office any
amendments to articles of incorporation or by-laws, pursuant to Sections
628.101,
628.111 and
628.221, F.S.
14. Deficient, inadequate or improper
internal controls as established by NAIC guidelines in manuals adopted in Rule
69O-137.001, F.A.C.
15. Failure of the company to assure that the
company is managed by not less than five (5) directors, pursuant to Section
628.231, F.S.
16. Failure to secure a fidelity bond in the
recommended amount as established by NAIC guidelines in manuals adopted in Rule
69O-137.001,
F.A.C.
Rulemaking Authority 624.308 FS. Law Implemented 624.11,
624.307(1), 624.418, 624.4211 FS.
New 11-6-94, Formerly
4-142.011.