69B-213.050. Limits on Lines and Products the Customer Representative May Handle
Effective on Monday, July 30, 2012
1(1) A customer representative may only perform customer representative duties as to the specific general lines insurance products which their supervising agent is actually then appointed by an insurer to handle, or which their supervising agent is authorized to handle under exchange of business laws or Joint Underwriting Associations or Workers’ Compensation Insurance Plan rules and contracts. Where the customer representative is employed in an agency with two or more agents, the customer representative may perform customer representative duties for agents other than the supervising agent regarding any general lines insurance product for which such agent is actually then appointed by an insurer to handle, or which such agent is authorized to handle under exchange of business laws or joint underwriting associations or Workers’ Compensation Insurance Plan rules and contracts; provided, however, the supervising agent shall remain accountable and responsible for the acts of the customer representative.
148(2) A customer representative license does not grant the customer representative any authority to transact life insurance or annuities. A customer representative may only handle duties relating to life insurance and annuities if such duties may be performed by unlicensed persons, as provided in rule chapter 69B-222, F.A.C., and the Florida Insurance Code, or if the customer representative also holds a life agent license and appointment. This applies even though the supervising agent holds a life agent license in addition to a general lines license.
