SESSION WATCH
THE BILL ITSELF

CS/HB 645

Limited Agent Licenses

VERSION H 645 c1 · BACK TO THE SUMMARY · OFFICIAL RECORD

underlined language is being added; struck language is being deleted. Line numbers are the Legislature's own — the same ones amendments cite.

1 A bill to be entitled
2 An act relating to limited agent licenses; amending s.
3 626.321, F.S.; renaming "portable electronics
4 insurance" as "portable electronics or eyewear
5 insurance" to include eyewear for purposes of
6 insurance coverage and licenses; providing
7 construction; defining the term "eyewear"; revising
8 the definition of the term "portable electronics";
9 removing the obsolete definition of the term "portable
10 electronics transaction"; amending ss. 626.221,
11 626.732, and 626.8685, F.S.; conforming provisions to
12 changes made by the act; providing an effective date.
14 Be It Enacted by the Legislature of the State of Florida:
16 Section 1. Paragraph (h) of subsection (1) and subsection
17 (4) of section 626.321, Florida Statutes, are amended to read:
18 626.321 Limited licenses and registration.—
19 (1) The department shall issue to a qualified applicant a
20 license as agent authorized to transact a limited class of
21 business in any of the following categories of limited lines
22 insurance:
23 (h) Portable electronics or eyewear insurance.—License for
24 property insurance or inland marine insurance that covers only
25 loss, theft, mechanical failure, malfunction, or damage for
26 portable electronics or eyewear. Such license allows a licensee
27 to sell or offer for sale coverage for both portable electronics
28 and eyewear, but does not require a licensee to sell or offer
29 for sale both types of coverage.
30 1. The license may be issued only to:
31 a. Employees or authorized representatives of a licensed
32 general lines agent; or
33 b. The lead business location of a retail vendor that
34 sells portable electronics or eyewear insurance. The lead
35 business location must have a contractual relationship with a
36 general lines agent.
37 2. Employees or authorized representatives of a licensee
38 under subparagraph 1. may sell or offer for sale portable
39 electronics or eyewear coverage without being subject to
40 licensure as an insurance agent if:
41 a. Such insurance is sold or offered for sale at a
42 licensed location or at one of the licensee's branch locations
43 if the branch location is appointed by the licensed lead
44 business location or its appointing insurers;
45 b. The insurer issuing the insurance directly supervises
46 or appoints a general lines agent to supervise the sale of such
47 insurance, including the development of a training program for
48 the employees and authorized representatives of vendors that are
49 directly engaged in the activity of selling or offering the
50 insurance; and
51 c. At each location where the insurance is offered,
52 brochures or other written materials that provide the
53 information required by this subparagraph are made available to
54 all prospective customers. The brochures or written materials
55 may include information regarding portable electronics or
56 eyewear insurance, service warranty agreements, or other
57 incidental services or benefits offered by a licensee.
58 3. Individuals not licensed to sell portable electronics
59 or eyewear insurance may not be paid commissions based on the
60 sale of such coverage. However, a licensee who uses a
61 compensation plan for employees and authorized representatives
62 which includes supplemental compensation for the sale of
63 noninsurance products, in addition to a regular salary or hourly
64 wages, may include incidental compensation for the sale of
65 portable electronics or eyewear insurance as a component of the
66 overall compensation plan.
67 4. Brochures or other written materials related to
68 portable electronics or eyewear insurance must:
69 a. Disclose that such insurance may duplicate coverage
70 already provided by a customer's homeowners insurance policy,
71 renters insurance policy, or other source of coverage;
72 b. State that enrollment in insurance coverage is not
73 required in order to purchase or lease portable electronics or
74 eyewear or services;
75 c. Summarize the material terms of the insurance coverage,
76 including the identity of the insurer, the identity of the
77 supervising entity, the amount of any applicable deductible and
78 how it is to be paid, the benefits of coverage, and key terms
79 and conditions of coverage, such as whether portable electronics
80 or eyewear may be repaired or replaced with similar make and
81 model reconditioned or nonoriginal manufacturer parts or
82 equipment;
83 d. Summarize the process for filing a claim, including a
84 description of how to return portable electronics or eyewear and
85 the maximum fee applicable if the customer fails to comply with
86 equipment return requirements; and
87 e. State that an enrolled customer may cancel coverage at
88 any time and that the person paying the premium will receive a
89 refund of any unearned premium.
90 5. A licensed and appointed general lines agent is not
91 required to obtain a portable electronics and eyewear insurance
92 license to offer or sell portable electronics or eyewear
93 insurance at locations already licensed as an insurance agency,
94 but may apply for a portable electronics and eyewear insurance
95 license for branch locations not otherwise licensed to sell
96 insurance.
97 6. A portable electronics and eyewear insurance license
98 authorizes the sale of individual policies or certificates under
99 a group or master insurance policy. The license also authorizes
100 the sale of service warranty agreements covering only portable
101 electronics or eyewear to the same extent as if licensed under
102 s. 634.419 or s. 634.420.
103 7. A licensee may bill and collect the premium for the
104 purchase of portable electronics or eyewear insurance provided
105 that:
106 a. If the insurance is included with the purchase or lease
107 of portable electronics or eyewear or related services, the
108 licensee clearly and conspicuously discloses that insurance
109 coverage is included with the purchase. Disclosure of the stand-
110 alone cost of the premium for same or similar insurance must be
111 made on the customer's bill and in any marketing materials made
112 available at the point of sale. If the insurance is not
113 included, the charge to the customer for the insurance must be
114 separately itemized on the customer's bill.
115 b. Premiums are incidental to other fees collected, are
116 maintained in a manner that is readily identifiable, and are
117 accounted for and remitted to the insurer or supervising entity
118 within 60 days of receipt. Licensees are not required to
119 maintain such funds in a segregated account.
120 c. All funds received by a licensee from an enrolled
121 customer for the sale of the insurance are considered funds held
122 in trust by the licensee in a fiduciary capacity for the benefit
123 of the insurer. Licensees may receive compensation for billing
124 and collection services.
125 8. Notwithstanding any other provision of law, the terms
126 for the termination or modification of coverage under a policy
127 of portable electronics or eyewear insurance are those set forth
128 in the policy.
129 9. Notice or correspondence required by the policy, or
130 otherwise required by law, may be provided by electronic means
131 if the insurer or licensee maintains proof that the notice or
132 correspondence was sent. Such notice or correspondence may be
133 sent on behalf of the insurer or licensee by the general lines
134 agent appointed by the insurer to supervise the administration
135 of the program. For purposes of this subparagraph, an enrolled
136 customer's provision of an electronic mail address to the
137 insurer or licensee is deemed to be consent to receive notices
138 and correspondence by electronic means if a conspicuously
139 located disclosure is provided to the customer indicating the
140 same.
141 10. The fingerprinting requirements in s. 626.171(4) do
142 not apply to licenses issued to qualified entities under this
143 paragraph.
144 11. A branch location that sells portable electronics or
145 eyewear insurance may, in lieu of obtaining an appointment from
146 an insurer or warranty association, obtain a single appointment
147 from the associated lead business location licensee and pay the
148 prescribed appointment fee under s. 624.501 if the lead business
149 location has a single appointment from each insurer or warranty
150 association represented and such appointment applies to the lead
151 business location and all of its branch locations. Branch
152 location appointments shall be renewed 24 months after the
153 initial appointment date of the lead business location and every
154 24 months thereafter. Notwithstanding s. 624.501, the renewal
155 fee applicable to such branch location appointments is $30 per
156 appointment.
157 12. For purposes of this paragraph:
158 a. "Branch location" means any physical location in this
159 state at which a licensee offers its products or services for
160 sale.
161 b. "Eyewear" means smart glasses and nonelectronic
162 eyewear. As used in this sub-subparagraph, the term
163 "nonelectronic eyewear" includes prescription and
164 nonprescription eyeglasses and sunglasses.
165 c.b. "Portable electronics" means equipment that is
166 personal, self-contained, and easily carried by an individual;
167 has electrical, digital, magnetic, wireless, electromagnetic, or
168 similar capabilities; and operates using batteries, rechargeable
169 power sources, or other energy sources. The term includes
170 equipment used for communication, data processing, viewing,
171 listening, recording, gaming, computing, navigation, household,
172 health or activity monitoring, or similar uses and may also
173 incorporate features responsive to user input or environmental
174 conditions, battery-operated electronic communication, viewing,
175 listening, recording, gaming, computing or global positioning
176 devices, including cell or satellite phones, pagers, personal
177 global positioning satellite units, portable computers, portable
178 audio listening, video viewing or recording devices, digital
179 cameras, video camcorders, portable gaming systems, docking
180 stations, automatic answering devices, and other similar devices
181 and their accessories, and service related to the use of such
182 devices.
183 c. "Portable electronics transaction" means the sale or
184 lease of portable electronics or a related service, including
185 portable electronics insurance.
186 (4) Except as otherwise expressly provided, a person
187 applying for or holding a limited license is subject to the same
188 applicable requirements and responsibilities that apply to
189 general lines agents in general if licensed as to motor vehicle
190 physical damage and mechanical breakdown insurance, industrial
191 fire insurance or burglary insurance, motor vehicle rental
192 insurance, credit insurance, crop hail and multiple-peril crop
193 insurance, in-transit and storage personal property insurance,
194 or portable electronics or eyewear insurance; or as apply to
195 life agents or health agents in general, as applicable, if
196 licensed as to travel insurance.
197 Section 2. Paragraph (b) of subsection (2) of section
198 626.221, Florida Statutes, is amended to read:
199 626.221 Examination requirement; exemptions.—
200 (2) However, an examination is not necessary for any of
201 the following:
202 (b) An applicant for a limited license as agent for travel
203 insurance, motor vehicle rental insurance, credit insurance, in-
204 transit and storage personal property insurance, or portable
205 electronics or eyewear insurance under s. 626.321.
206 Section 3. Subsection (7) of section 626.732, Florida
207 Statutes, is amended to read:
208 626.732 Requirement as to knowledge, experience, or
209 instruction.—
210 (7) This section does not apply to an individual holding
211 only a limited license for travel insurance, motor vehicle
212 rental insurance, credit insurance, in-transit and storage
213 personal property insurance, or portable electronics or eyewear
214 insurance. Section 4. Section 626.8685, Florida Statutes, is amended
216 to read:
217 626.8685 Portable electronics or eyewear insurance claims;
218 exemption; licensure restriction.—
219 (1) This part does not apply to any individual who
220 collects claims information from, or furnishes claims
221 information to, insureds or claimants, and who conducts data
222 entry, including entering data into an automated claims
223 adjudication system, provided that the individual is an employee
224 of a business entity licensed under this chapter, or its
225 affiliate, and no more than 25 such persons are under the
226 supervision of one licensed independent adjuster or licensed
227 agent who is exempt from licensure pursuant to s. 626.862. For
228 purposes of this subsection, the term "automated claims
229 adjudication system" means a preprogrammed computer system
230 designed for the collection, data entry, calculation, and final
231 resolution of portable electronics or eyewear insurance claims
232 that:
233 (a) May be used only by a licensed independent adjuster,
234 licensed agent, or supervised individual operating pursuant to
235 this subsection;
236 (b) Must comply with all claims payment requirements of
237 the insurance code; and
238 (c) Must be certified as compliant with this subsection by
239 a licensed independent adjuster that is an officer of a licensed
240 business entity under this chapter.
241 (2) Notwithstanding any other provision of law, a resident
242 of Canada may not be licensed as a nonresident independent
243 adjuster for purposes of adjusting portable electronics
244 insurance or eyewear claims unless the person has successfully
245 obtained an adjuster's license in another state.
246 Section 5. This act shall take effect July 1, 2026.