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Morrison Insurance Services Named One of the Fast 100
The San Diego Business Journal has name Morrison Insurance Services the 64th fastest growing privately held company in San Diego. The awards were given out on September 21, 2009. This is the fourth year in a row qualifying for the award.

Jim Morrison, RHU, REBC wins the National Association of Health Underwriters Golden Eagle Award.
The award is one of the highest honors given by the National Association. This is the 7th year in a row Jim has won the award. May 2009.

Morrison Insurance named the 16th largest employee benefits firm in San Diego by the San Diego Business Journal – April 2008

Jim Morrison named to Aetna’s National Advisory Council – August 2007

Jim Morrison named to Health Net’s Advisory Council – March 2007

Jim Morrison named to Kaiser’s Advisory Council – April 2007

Morrison Insurance Services Named One of the Fast 100
The San Diego Business Journal has name Morrison Insurance Services the 46th fastest growing privately held company in San Diego. The awards were given out on September 21, 2006.

Jim Morrison, RHU, REBC wins the National Association of Health Underwriters Golden Eagle Award.
The award is one of the highest honors given by the National Association. This is the fourth year in a row Jim has won the award. March 2006.

PacAdvantage to Withdraw from the Marketplace
PacAdvantage has announced that they will be withdrawing from the commercial marketplace effective December 31, 2006. They will continue to service their current business until that time. Please contact our office for more information

Community Health Group to Withdraw from the Commercial Market
Community Health Group has announced that they will be withdrawing from the commercial marketplace effective August 31, 2006. They will continue to service their current business until that time. Please contact our office for more information.

Blue Cross Announces Focal Renewal Effective May 1, 2006
Blue Cross will be implementing benefit and rate changes for groups with effective dates prior to December 1, 2003. No other details have been announced at this time. Additional information should be available at the end of March.

State Required Harassment Training for Supervisors. California State Law AB 1825
California State Law AB 1825
California employers with 50 or more employees (including independent contractors, part-time employees and temporary workers) are now required to provide sexual harassment training to supervisors. The passage and signing of AB 1825 by Governor Schwarzenegger requires two hours of training every two years starting in 2005. The following gives employers guidelines on the new requirement and provides action steps to take now. The Law States AB 1825 requires employers with 50 or more employees to provide supervisors with two hours of sexual harassment training every two years. Who is a supervisor? The term is broad, but in general, includes those individuals who have the authority to: Hire, transfer, suspend, lay off, recall, promote, discharge, assign, reward, or discipline other employees; Direct the work of other employees or adjust their grievances; OR Effectively recommend any of these actions. This means that employees who make recommendations about the issues listed above must receive training if their recommendations are likely to be acted upon. Who is considered an employee? Under the new law, employees include all temporary employees, whether through a service or hired directly, and all independent contractors. Additionally, the law applies to California employers with a total of 50 or more employees, even if some of the employees are located outside of the state. Video training and non-interactive web-based training will not comply with the new requirement. Training must be led by a qualified trainer. What is the timing of the new requirements? Supervisors employed as of July 1, 2005 must receive two hours of training by January 1, 2006 A supervisor hired or promoted into a supervisory position after July 1, 2005 must complete training within six months of the hire or promotion Supervisors who have received training after January 1, 2003 do not need to be re-trained prior to January 1, 2006 Beginning January 1, 2006 all supervisors must receive training within six months of becoming a supervisor, and must be provided with at least two hours of anti-harassment training every two years. What should employers do now? Review training records for all supervisory personnel since January 1, 2003 to determine who is required to be trained and when the training must occur. Identify a resource to provide the mandated training. Include training in your 2005 budget. Schedule training sessions. Create a system for recording who has been trained and notifies you when new training is required. Review and update written policies and procedures to comply with the new regulations. For more information on this law please visit the following website: http://www.caanet.org/default.asp?id=3660

New Health Care and Insurance Benefit Law for Domestic Partners. California Assembly Bill 2208
Effective January 1, 2005 all health insurers must offer and provide California Registered Domestic Partners insurance coverage equal to that offered and provided to spouses. Domestic Partners shall also have the same rights, protections, and benefits in regards to partnership dissolution or death. Several carriers have adopted this mandate, and will provide coverage for Registered Domestic Partners under the same underwriting guidelines as spouses. A California Domestic Partnership is a legal relationship recognized through the registration process with the California Secretary of State’s office. Couples are granted a certificate, similar to a marriage certificate, from the State recognizing the relationship. Certain criteria, however, must be met to qualify for such registration. Under California law, registration is permitted between two persons who are: 1. Two adults of the same sex, or between two adults of opposite sex if one or both are over the age of 62 and the person over the age of 62 meets eligibility requirements for Social Security or Supplemental Security benefits; 2. Neither person is a member of another domestic partnership with someone else that has not been terminated, dissolved, or adjudged a nullity; 3. Not related by blood; 4. At least 18 years of age; 5. Share a common residence Please bear in mind that unless a couple is registered with the Secretary of State’s office, mere “co-habitation” does not constitute a “Registered Domestic Partner” and therefore, must be considered separate applicants for insurance. The following government websites provide additional information and forms pertaining to the Domestic Partners law. http://www.ss.ca.gov/dpregistry/ or http://www.ss.ca.gov/dpregistry/dp_faqs.htm

Treasury Department refuses to change FSA “Use it or Lose it” rue – January 2005
Treasury Secretary John Snow issued a letter over the holidays dashing hopes that his department would modify by regulation the “use it or lose it rule” on flexible spending accounts. After failing several times to enact legislation to change the rule Sen. Grassley had asked the Treasury to change the rule by regulation but they refused. One possible reason could be interference with the new health savings accounts (HSA) a Bush administration priority.

Morrison Insurance Services Given Award - November 2004
Blue Shield of California has awarded Morrison Insurance Services as a top producer.
Treasury Secretary John Snow issued a letter over the holidays dashing hopes that his department would modify by regulation the “use it or lose it rule” on flexible spending accounts. After failing several times to enact legislation to change the rule Sen. Grassley had asked the Treasury to change the rule by regulation but they refused. One possible reason could be interference with the new health savings accounts (HSA) a Bush administration priority.

Morrison Insurance Services Given Award - November 2004
Blue Shield of California has awarded Morrison Insurance Services as a top producer.
Election Results ~ Proposition 72 – November 3, 2004
Election Results: FINAL
Proposition 72
Yes – 4,563,004 49.1%
No - 4,724,470 50.9%

SB 2 has successfully been repealed.

New Online Service added – September 2004

Morrison Insurance Services now offers HR Connect. HR Connect is an Internet based human resource and benefits system tool.

Designed specifically for small and medium sized employers, HR Connect allows employers and their employees to view their benefit plans, conduct doctor searches, obtain claim forms, etc. HR Connect will also allow you to easily contact us with questions.

Simply put, HR Connect provides Fortune 500 service and functionality to businesses of any size.

Morrison Insurance Services Given Award – September 2004
The National Association of Health Underwriters has awarded Jim Morrison, President of James M. Morrison Insurance Services, the Golden Eagle award. This represents the highest honor awarded by NAHU and is the second year in a row Jim has qualified.

Morrison Insurance Services Given Award – September 2004
PacifiCare of California has awarded Morrison Insurance Services as one of the top 10 brokerage firms in the state for new business.

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