Title
Rules on Adjusters~ Licensing and Practice
Law
Ic Circular Letter No. 2015-24
Decision Date
May 8, 2015
The Philippine Jurisprudence case discusses the rules and licensing requirements for acting as an adjuster in the Philippines, including exemptions for lawyers and salaried employees, and the distinction between independent and public adjusters.
A

Exceptions to Licensing

  • Licensed attorneys-at-law may act or assist in adjusting claims incident to their legal practice without a license, provided they do not advertise as adjusters.
  • Salaried employees of insurance companies acting as company adjusters for claims filed under policies issued by their employer do not require a license.

Definition and Classification of Adjusters

  • Independent Adjuster: Acts on behalf of insurers for remuneration in claim adjustments.
  • Public Adjuster: Acts on behalf of insured parties, including soliciting employment as adjusters.

Exclusivity of Adjuster Roles and Licensing

  • Adjusters must be licensed either as independent or public adjusters for each insurance line; dual licensing is prohibited.
  • No adjuster may act for both insurer and insured simultaneously.
  • Company adjusters who are salaried employees remain exempt from licensing.

Implications for Lawyers

  • Lawyers licensed as either independent or public adjusters are subject to licensing rules and cannot invoke the attorney exemption to perform adjusting outside the scope of professional legal practice.
  • Advertising or practicing as an adjuster beyond incidental legal assistance disqualifies the attorney exclusion.
  • Lawyers holding an adjuster license are barred from acting on behalf of the opposite party (insured if licensed as independent adjuster and vice versa).

Legal Intent and Compliance

  • The provisions are designed to prevent conflicts of interest and maintain clear roles in insurance claim adjustments.
  • Strict compliance with licensing and exclusivity rules is mandatory to uphold the integrity of insurance claims processing.

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