Definitions, Appointment of Customer Representative and Designation of Supervising Agent, Termination of Appointment or Supervision
DEPARTMENT OF FINANCIAL SERVICES
Division of Insurance Agents and Agency ServicesRULE NO.: RULE TITLE:
69B-213.020: Definitions
69B-213.060: Appointment of Customer Representative and Designation of Supervising Agent
69B-213.070: Termination of Appointment or SupervisionNOTICE OF CORRECTION AND NOTICE OF CHANGE
Notice is hereby given that the following correction and changes have been made to the above referenced rules in Vol. 38, No. 16, April 20, 2012 issue of the Florida Administrative Weekly.
The following is substituted for what was published at the end of first paragraph of the SUMMARY OF STATEMENT OF ESTIMATED REGULATORY COSTS AND LEGISLATIVE RATIFICATION: A SERC has been prepared by the agency.
Subsection (1) of Rule 69B-213.020 has been changed to read:
(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.
Subsection (4) of Rule 69B-213.060 has been changed to read:
(4)(5) A designated supervising agent is designated by completing Form DFS-H2-1124, “Designation of Supervising Agent Form for Customer Representatives and Limited Customer Representatives,” rev. 05/12 8/93, which is hereby adopted and incorporated by reference, and is obtainable from the Bureau of Agent & Agency Licensing at http:MyFloridaCFO.com/Agents/Licensure/Forms/index.htm. Form DFS-H2-1124 must be mailed to Florida Department of Financial Services, Bureau of Licensing, 200 East Gaines Street, Tallahassee, FL 32399-0319, or faxed to (850)413-3291. A copy is to be maintained in the appointing agent or agency’s records. The copy must be produced upon the request of the Department.
(a) If appointment is by an agency, the agent in charge primary agent, as specified in Section 626.747 626.592, Florida Statutes, shall ensure completion of Form DFS-H2-1124. Form DFS-H2-1124 shall be maintained in the appointing agent or agency’s records, and must be produced upon Department request.
(b) The designated supervising agent must always be a licensed and appointed general lines 2-20 agent. The designated supervising agent must also be located at the same physical location as the customer representative.
Subsection (5)(a) of Rule 69B-213.070 has been changed to read:
(a) The status of an agent as designated supervising agent for a customer representative may be terminated either by use of Form DFS-H2-39, Termination of Appointment Form, which is incorporated by reference in subsection 69B-211.002(18), F.A.C., obtainable from the Bureau of Agent & Agency Licensing, or by written notice, at least one of which shall be available for Department inspection at all times in the agent or agency records. The supervisory status shall be terminated by either the supervising agent or the agency, and may be unilateral. If the status is terminated by the supervising agent, the supervising agent shall supply the agency with a copy of the filing; and if filed by the agency, the agency shall supply a copy to the agent. Regardless of which method is used or who files, the party filing same shall supply a copy of the termination notice to the customer representative.
