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1. General Insurance Concepts
2. Producer Roles and Receipt Types
3. Principles of Life Insurance
4. Underwriting
5. Term Life Insurance
6. Whole Life Insurance
7. Variable Insurance Products
8. Group Life Insurance
9. Life Insurance Provisions
10. Annuities
11. Taxation of Life Insurance Products
12. Qualified Retirement Plans
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19. Introduction to Insurance Regulations
19.3. Colorado State Insurance Law

The Colorado Division of Insurance and the Commissioner

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Powers and Duties of the Commissioner

Ref: C.R.S. 10-1-104; 10-1-105; 10-1-108; 10-1-109; 10-1-201 through 204; 10-3-105; 10-3-208; 10-3-1106

The Commissioner of Insurance, appointed by the Governor, serves as the chief regulator of insurance in Colorado. The Commissioner’s duties include:

  • Enforcing insurance laws and ensuring companies and producers comply with all statutory requirements.
  • Issuing, suspending, and revoking licenses of insurers and producers.
  • Approving policy forms and rates for property, casualty, life, and health insurance.
  • Examining insurers’ financial condition to maintain solvency and protect policyholders.
  • Conducting investigations and hearings to address consumer complaints or alleged violations.
  • Issuing regulations (found in Title 3 of the Colorado Code of Regulations) to implement state insurance laws.
  • Audit the books and records of all Domestic insurers at least every 3 years.
  • Audit the books and records of any resident producer as frequently as necessary.

In practice, the Commissioner ensures that the insurance marketplace operates fairly and that consumers are treated honestly and transparently.

Sidenote
Know this...

The Commissioner does not have the authority to arrest, issue injunctions, or sentence jail time. The Commissioner can start the process, but it takes a law officer to arrest and a judge or court of law to issue injunctions or sentence jail time.

Hearings and Penalties

Ref: 10-2-801; 10-2-804; 10-3-1104; 10-3-1107 through 1109; 10-3-1111

When a violation of Colorado insurance law occurs, the Commissioner has authority to:

  • Conduct formal hearings to determine if a person or entity has violated state insurance laws.
  • Issue cease and desist orders to stop illegal practices.
  • Impose civil penalties or license suspensions/revocations for misconduct.
  • Refer cases to law enforcement for criminal prosecution, when applicable.

Common reasons for hearings include:

  • Unfair trade practices (e.g., misrepresentation, rebating)
  • Violation of fiduciary duties
  • Failure to maintain continuing education requirements
  • Fraud or misappropriation of funds

If the Commissioner believes that a producer has (or is about to) violate any insurance regulation in Colorado, the Commissioner may issue a cease and desist order. The recipient of a cease and desist order has not had their registration suspended or revoked, but is required to stop or limit the activity addressed in the order.

Hearing

Although the recipient of a cease and desist order must comply immediately, actions taken by the Commissioner are not “final and binding.” Any Colorado resident producer who is subject to disciplinary action has the right to request a hearing to discuss the merits of the situation.

The Commissioner also has the authority to investigate any producer doing business in Colorado to determine whether a hearing is required. If sufficient evidence is found, the Commissioner will issue a notice with the date and time of the hearing. This notice will be sent to interested parties at least 20 days before the hearing.

If a hearing results in a finding of a known violation of Colorado insurance law, the Commissioner may, in addition to issuing a cease and desist order, impose a civil penalty of up to $15,000 per violation.

License Suspension and Revocation

Ref: 10-2-401; 10-2-801 through 804; 10-3-904.6; 10-3-904.7; 10-3-1108

Suspend, revoke or non-renewal
The Commissioner has the authority to suspend, revoke, or refuse to renew a license for:

  • Providing false information on the application for an insurance license.
  • Omitting any relevant information on an application that would have disqualified the individual from being eligible to receive a license.
  • Being found guilty of a violation or noncompliance of insurance regulations and laws.
  • Committing fraud while attempting to obtain an insurance license.
  • Commingling policy owners’, insurers’, and beneficiaries’ money with the producer’s own money.
  • Providing false information in reference to the terms and conditions of an insurance contract.
  • Having been found guilty of a felony (or misdemeanor involving activities related to the individual’s moral character.)
  • Having been convicted of violations in reference to unfair trade practices or fraud.
  • Having engaged in activities of a fraudulent nature which allowed the person to involve themselves in dishonest, coercive, untrustworthy, and financially irresponsible practices.
  • Having had a prior insurance license revoked or suspended in a state other than Colorado.
  • Using another person’s identity and forging their name on an insurance application.
  • Being found guilty of using unethical practices or cheating on an examination for an insurance license.

Records and Requests for Information

Ref: 1-1-7; 1-1-8

Complete and accurate records must be kept at the producer’s place of business for a minimum of 3 years. The records must show every contract placed, the named insured, changes or amendments, and premiums received with each transaction.

Records may be inspected at any time by the Division of Insurance or any representative appointed on their behalf.

The Commissioner maintains public records of insurance companies, producer licenses, and disciplinary actions. Insurance professionals must respond promptly to requests for information from the Division of Insurance. For purpose of the exam, “promptly” is within 30 days. Failure to comply may result in administrative penalties or disciplinary action.

Policy forms
Colorado is a “file and use” state. A file and use filing is a submission that must be filed with the Department, but the insurer can begin using it as soon as it is filed. The insurer does not have to wait for Department approval before using it.

A file and use filing does not mean the company can submit anything it wants. The submission must still comply with the Law, Regulations, and Bulletins.

If the wording on an insurance policy conflicts with Colorado state law, the policy will be amended to minimum conformity with state statutes.

The amount of interest that may be charged on a life insurance policy loan is also regulated by state law, and policy provisions must comply with these statutory limits.

Licensing and producers’ legal responsibilities

Persons Required to Be Licensed

Ref: 10-2-103(6); 10-2-105; 10-2-201; 10-2-401; 10-2-404; 10-2-407; 10-2-408; 10-2-412; 10-2-416; 10-2-701; 10-2-702; 10-2-801; Reg. 1-2-10

Any person who sells, solicits, or negotiates insurance in Colorado must hold a valid producer license. Key points:

  • Separate licenses exist for Life, Accident & Health, Property, Casualty, and Personal Lines.
  • Business entities (agencies) must also be licensed.
  • Nonresident producers may obtain reciprocal licenses if licensed in good standing in their home state.
  • Temporary licenses may be issued in certain situations, such as the death or disability of a producer.

Notice of change of name or address
Any change of name or address (residential or business) must be reported by the licensee to the Colorado Division of Insurance within 30 days of relocation. Failure to do so may result in monetary fines and/or suspension of a license.

Company regulations
An insurance company must be authorized by the Division of Insurance to conduct business in Colorado. To receive authorization, the insurance company must present:

  • Rate tables
  • Articles of incorporation (including the nature and purpose of the company’s business intentions)
  • Corporate bylaws
  • Appropriate fees

Place of business
Every resident insurance producer authorized to conduct business in Colorado must maintain a place of business (with public access) within the state.

Capital and surplus requirement
A company authorized to conduct insurance business in Colorado must meet minimum corporate standards. The certificate of authority allows the insurer to conduct business in the state only if it maintains the minimum capital or permanent surplus required.

Payment and Acceptance of Commissions or Fees

Ref: 10-2-401; 10-2-702; Reg. 1-2-9

Only licensed producers may receive commissions or fees for the sale of insurance.

Unlicensed individuals cannot legally share in commissions.
Producers must disclose any service fees charged directly to clients and may not charge unauthorized or hidden fees.

Fiduciary Responsibility and Commingling

Ref: 10-2-704; Reg. 1-2-1

Producers hold all premiums and return premiums in a fiduciary capacity.

They must:

  • Keep client funds in a separate trust account, not mixed with personal or business operating funds.
  • Remit premiums promptly to insurers.
  • Maintain accurate financial records subject to DOI examination.

Commingling client funds with personal funds is grounds for disciplinary action or license revocation.

Pre-Licensing and Continuing Education

Ref: 10-2-301; Reg. 1-2-4; 1-2-5

Any individual applying for a Colorado resident producer’s license must:

  • Be at least 18 years old
  • Be a resident of Colorado before submitting an application

Required pre-licensing course and exam
Before you can sit for the pre-licensing exam, Colorado requires you to successfully complete a pre-licensing course approved by the Division of Insurance.

Fingerprints/background check
As part of the application process, you must submit fingerprints to the Colorado Division of Insurance. Plan to get fingerprinted after you pass the state exam and at least one day before you apply for the license.

Non-resident license
A licensed producer must meet the following requirements to obtain a nonresident license:

  • The individual must hold a resident license in their home state and be in good standing.
  • The individual must complete the appropriate application and submit the required fees to the insurance department/commission in each state where they want to be licensed.
  • The individual’s home state must offer equal reciprocity for the state where the individual is applying for a non-resident license. Currently, Colorado has reciprocation agreements with all other states.

Temporary license
A temporary producer license is valid only if the temporary producer is sponsored and appointed by an insurance company. A temporary producer license is a once-in-a-lifetime license per line of authority and is valid for a maximum of 6 months from the date the license is issued.

Inactive status
A Colorado resident producer who is ordered to active military duty may place their license on inactive status until discharge. While a license is inactive, the producer may continue to receive residual (“trailing”) commissions, but may not solicit or transact any new business.

Renewal maintenance
You must renew your Colorado insurance license every two years.

  • The renewal period begins 90 days before your license expiration date.
  • The renewal period ends on the license expiration date.

You can renew your license online at the Colorado Department of Insurance website, as long as you’ve completed all mandatory continuing education requirements.

Continuing education
All states, including Colorado, have continuing education (CE) requirements that must be met to renew any major lines (life, health, property, liability) insurance license.

Individuals licensed in Colorado must complete 24 hours of CE before renewing their license. This must include:

  • 18 credits specific to your licensed line of authority
  • 3 credits in Ethics
  • 3 credits in a category of your choice

Unauthorized Entities

Ref: 10-3-903 through 10-3-904.5; 10-3-906; 10-3-908

Selling insurance for an unauthorized or nonadmitted insurer is prohibited unless conducted through a licensed surplus lines broker.

Fraudulent producer representation
An insurance producer who represents to the public that they are licensed to conduct insurance business in Colorado, but has not passed the appropriate licensing examination, is in violation of the regulation.

Any means of public communication are included in the definition of impersonating a licensed producer, including advertisements, letterheads, circulars, business cards, and other methods of representation.

Producers must ensure that the insurer is properly authorized to conduct business in Colorado. A producer found guilty of conducting business in Colorado in any line of insurance for which they are not properly licensed may have any other insurance license suspended or revoked.

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