SESSION WATCH
Died HOUSE · SESSION 2026

No. CS/HB 1265

Pub. Rec./Office of Insurance Regulation
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SPONSOR
Insurance & Banking Subcommittee; Chaney
FILED BY
Linda Chaney — District 61, Republican [search donations]
EFFECTIVE
on the same date that HB 1263 or similar legislation takes effect, if such legislation is adopted in the same legislative session or an extension thereof and becomes a law
DIED IN
State Affairs Committee

Filed under Insurance.

PROVIDED SUMMARY

Pub. Rec./Office of Insurance Regulation; Creates privilege for documents, materials, & other information obtained by Commissioner of Insurance Regulation or National Association of Insurance Commissioners in course of examination or analysis; prohibits commissioner & certain persons from testifying in certain private civil actions; authorizes commissioner to share certain information under certain circumstances; provides for reciprocity; provides exemption from public records requirements for certain proprietary business information provided to OIR by insurer & certain biographical statements, biographical affidavits, & supplementary materials related thereto provided to or obtained by OIR; provides for future legislative review & repeal of privilege & exemptions; provides statements of public necessity.

Full bill text →

Plain English Summary

AI-GENERATED
Shields state insurance examination records from subpoena in private lawsuits.

Creates a new privilege for documents and information the Commissioner of Insurance Regulation or NAIC obtains through insurer examinations or financial and market-conduct analyses. Those materials cannot be subpoenaed, used in discovery, or admitted as evidence in any private civil action.

The commissioner and anyone who received these privileged materials, including NAIC staff, may not testify about them in a private civil action. The commissioner may still share them with other regulators and law enforcement, or use them in the commissioner's own official actions.

Separately, group capital calculations, liquidity stress test filings, and biographical statements or affidavits submitted to insurance regulators become exempt from public records requests. The biographical-material exemption reaches back to cover records already held before July 1, 2026.

All these protections automatically expire on October 2, 2031 unless the Legislature reenacts them, under Florida's standard public-records sunset review. The whole act only takes effect if a companion bill, HB 1263 or similar legislation, also passes and becomes law.

KEY PROVISIONS
§ 1 New privilege shields examination materials from private lawsuits majors. 624.28(1)(a)

AIDocuments and information the Commissioner of Insurance Regulation obtains through an examination or a financial or market-conduct analysis cannot be subpoenaed, used in discovery, or admitted as evidence in a private civil action.

“shall be privileged, shall not be subject to subpoena, and shall not be subject to discovery or admissible in evidence in any private civil action” bill text, line 38 →
§ 2 Commissioner and staff barred from testifying about privileged material majors. 624.28(2)

AIThe commissioner and anyone who received the privileged documents, including NAIC staff, may not testify in any private civil action concerning them.

“may not testify in any private civil action concerning any privileged documents, materials, or other information” bill text, line 60 →
§ 3 Biographical statements to OIR exempted from records law, retroactively majors. 624.4212(6)

AIBiographical statements, affidavits, and related materials that insurers or applicants give the Office of Insurance Regulation become exempt from public records requests, and the exemption reaches back to cover material the office already holds from before July 1, 2026.

“This exemption applies to information provided to or obtained by the office before, on, or after July 1, 2026” bill text, line 135 →
§ 4 NAIC-held examination materials get the same privilege moderates. 624.28(1)(b)

AIDocuments in the possession of the National Association of Insurance Commissioners and its affiliates, created while assisting a Florida examination or analysis, get the same subpoena, discovery, and evidence protections as the commissioner's own records.

“in the possession or control of the National Association of Insurance Commissioners and its affiliates and subsidiaries shall be privileged” bill text, line 46 →
§ 5 Commissioner may share privileged material with other regulators moderates. 624.28(3)(a)

AIThe commissioner may share privileged examination materials with other state, federal, and international regulators and law enforcement, and with the NAIC, as long as the recipient agrees to keep the material privileged.

“with other state, federal, and international regulatory agencies, with the National Association of Insurance Commissioners and its affiliates and subsidiaries” bill text, line 67 →
§ 6 Sharing information with the commissioner doesn't waive other privileges moderates. 624.28(4)

AIGiving documents to the commissioner, or the commissioner sharing them with other regulators under this section, does not waive any other privilege or confidentiality claim the source might otherwise have in that material.

“A waiver of any applicable privilege or claim of confidentiality in the documents, materials, or other information may not occur” bill text, line 85 →
§ 7 Out-of-state privileges get enforced in Florida courts too moderates. 624.28(5)

AIA privilege recognized under another state's law that is substantially similar to this one must be honored and enforced in any Florida court proceeding.

“shall be available and enforced in any proceeding in, and in any court of, this state” bill text, line 92 →
§ 8 Group capital and liquidity stress test filings exempt from records requests moderates. 624.4212(2)(g)

AIGroup capital calculations and liquidity stress test filings that insurers submit to the Office of Insurance Regulation become confidential and exempt from public records disclosure.

“The group capital calculation required under s. 628.8011 and information related thereto.” bill text, line 122 →
TIMELINE
3/13/2026
Died in State Affairs Committee
2/12/2026
Now in State Affairs Committee
2/12/2026
Referred to Commerce Committee
2/12/2026
Referred to State Affairs Committee
2/11/2026
1st Reading (Committee Substitute 1)
2/11/2026
CS Filed
2/11/2026
Laid on Table under Rule 7.18(a)
2/11/2026
Reported out of Insurance & Banking Subcommittee
2/11/2026
Favorable with CS by Insurance & Banking Subcommittee
2/9/2026
PCS added to Insurance & Banking Subcommittee agenda
1/15/2026
Now in Insurance & Banking Subcommittee
1/15/2026
Referred to Commerce Committee
1/15/2026
Referred to State Affairs Committee
1/15/2026
Referred to Insurance & Banking Subcommittee
1/13/2026
1st Reading (Original Filed Version)
1/8/2026
Filed
10 EARLIER →
STATUTES IT CHANGES
s. 624.28
+607 / −0
s. 624.4212
+156 / −0
STAFF ANALYSES