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Florida Administrative Code (Last Updated: June 27, 2024) |
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69. Department of Financial Services |
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69B. Division of Insurance Agent and Agency Services |
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69B-213. Customer Representatives |
1For purposes of this rule chapter the following definitions shall apply.
12(1) “Customer Representative” means an individual appointed by a general lines agent or general lines agency to assist that agent or agency in transacting the business of insurance from the office of that agent or agency. Holders of a customer representative license may transact insurance on any property and casualty product, as well as health insurance if health insurance is included in their supervising agent’s appointment by an insurer as to which the supervising agent is also appointed for property or casualty or surety insurance.
97(2) “Limited Customer Representative” means a103n individual 105appointed by a general lines agent or agency to assist in transacting only the business of private passenger motor vehicle insurance from the office of that agent or agency. A limited customer representative is subject to the Florida Insurance Code in the same manner as a customer representative, unless otherwise specified.
156(3) “Supervise” or “supervision” means to have charge and direction of, to direct course and to oversee details, to regulate with authority, to manage, to have or to exercise the charge and oversight of, to oversee with power of direction, to take care of with authority; and includes the duty to review and correct errors of persons over whom supervision is to be exercised.
220(4) “Supervising agent” includes:
224(a) The appointing agent in instances where a customer representative is appointed by an agent; or
240(b) An agent designated by an agency to supervise a customer representative in instances where an agency appoints a customer representative.
261(5) “Designated supervising agent” means 266a general lines 269agent designated by an agency to supervise the customer representative or 280customer 281representatives the agency has appointed.
286Rulemaking Authority 288624.308 FS. 290Law Implemented 292624.307(1), 293626.015, 294626.112, 295626.172, 296626.7351, 297626.7352, 298626.7353, 299626.7354 FS. 301History–New 12-19-93, Formerly 4-213.020, Amended 7-30-12.
