Section 2193.1 - Exemptions for Clerical ActivitiesClerical activities indirectly related to the solicitation, negotiation, or effecting the sale of insurance which, pursuant to Insurance Code Section 1635(l), are exempt from licensure, include, but are not limited to:
(a) Distribution of brochures, business cards, or other general information advertising insurance agencies or insurers, or insurance products, services or promotions, provided that unlicensed persons do not analyze, give advice or make recommendations concerning insurance contracts or potential insurance contract terms to applicants for insurance coverage, potential applications for insurance coverage, or policyholders.(b) Preparation of applications for insurance coverage without any contact with applicants, other than the contact permitted in Section 2193.2(d).(c) Obtaining underwriting information from third parties, including, but not limited to, the Department of Motor Vehicles, credit reporting agencies and other insurance companies.(d) Preparation of binders, certificates, endorsements, identification cards, policies and similar evidences of insurance, under the supervision of licensees and for the review and signature of licensees, provided that the unlicensed persons are not signing such documents, either in their names or in the names of the licensees.Cal. Code Regs. Tit. 10, § 2193.1
1. New section filed 6-17-2002 as an emergency; operative 6-17-2002 (Register 2002, No. 25). A Certificate of Compliance must be transmitted to OAL by 10-15-2002 or emergency language will be repealed by operation of law on the following day.
2. Certificate of Compliance as to 6-17-2002 order transmitted to OAL 10-10-2002 and filed 11-7-2002 (Register 2002, No. 45). Note: Authority cited: Section 8, Assembly Bill 393, Chapter 321, Statutes of 2000. Reference: Sections 1631 and 1635, Insurance Code.
1. New section filed 6-17-2002 as an emergency; operative 6-17-2002 (Register 2002, No. 25). A Certificate of Compliance must be transmitted to OAL by 10-15-2002 or emergency language will be repealed by operation of law on the following day.
2. Certificate of Compliance as to 6-17-2002 order transmitted to OAL 10-10-2002 and filed 11-7-2002 (Register 2002, No. 45).