California Law Requires Licensees to Include Their License Number on Emails

Important Update: California Law Requires Licensees to Include Their License Number on Emails (eff. Jan 1, 2023)

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As you may be aware, the state of California has a new law going into effect on January 1, 2023. The new law requires most insurance producers (including Accident and Health, or Sickness Agents) to include their license number on all emails. 

The law applies to all agents and organizations licensed in California and selling Wellcare Medicare and Ambetter Health Insurance Marketplace. This is according to California Insurance Code section 1725.5, as amended by Senate Bill 1242 [Committee on Insurance, Chapter 424, Statutes of 2022].

The state has provided responses to some of the most common questions about the new requirement. Please review the included notice to obtain answers to the following questions:

• Does the law apply to all emails?
• Does the license number need to be a minimum size?
• Does the license number need to be in a specific location on the email?
• If an individual licensee sends an email while working for a licensed agency, and both the individual’s and the agency’s names appear on the email, which license number should be included on the email – the individual’s or the agency’s?
• 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?

Work is currently underway to make any needed updates within Ascend for the Send for Signature and Quick Quote email options used to communicate with prospects.

Please direct any questions you may have regarding the new requirement to the Producer Licensing Bureau by Live Chat at Agents & Brokers Overview, email at cdilicensing@insurance.ca.gov, or telephone at (800)967-9331.

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