6. Would it be acceptable to have the National Producer Number on emails? If the response is “no,” would a hyperlink be acceptable under the individual’s name that links to a website listing the license numbers for every state where the licensee is licensed to work (including California)?
No to both questions. Per SB 1242, Cal. Ins. Code section 1725.5(c) is amended to read:
A person licensed under section 1625, 1625.5, 1625.55, 1626, 1758.1, 1765, 14020, or 15006, or Chapter 8 (commencing with Section 1831), shall include the person’s license number in “the emails the person sends that involve an activity for which a license is required” [Italics added]. Cal. Ins. Code section 1725.5 applies to individuals and organizations who hold those specific California insurance licenses.
7. If an individual licensee sends an email while working for a licensed agency/organization, and both the individual’s and the agency’s/ organization’s names appear on the email, which license number should be included on the email – the individual’s or the agency’s?
Both license numbers are to be included if both the individual’s and the agency’s/ organization’s names appear in the email. Cal. Ins. Code section 1725.5(c) states, in part, the person’s license number shall be in a type size that is no smaller than the largest of any telephone number, street address, or email address of the person included in the email [Italics added].
Cal. Ins. Code section 19 states: “Person” means any person, association, organization, partnership, business trust, limited liability company, or corporation.
8. If an individual licensee sends an email while working for two or more licensed agencies, but only one of the agencies is involved in the transaction to which the email relates, does the license number of the other agency also need to be included on that email?
An email must include the individual’s license number and the license number of every agency whose name appears on an email.
Independent Insurance Adjusters Questions
9. Does an independent adjuster sponsored (employee) in California, who works under the authority of a Qualified Manager (QM) of an organization, have to list the qualified manager’s license number or the organization license number or both?
Both.
