Yi Sweeney, V. Wa State Office Of The Insurance Commissioner

CourtCourt of Appeals of Washington
DecidedJuly 3, 2023
Docket84092-4
StatusUnpublished

This text of Yi Sweeney, V. Wa State Office Of The Insurance Commissioner (Yi Sweeney, V. Wa State Office Of The Insurance Commissioner) is published on Counsel Stack Legal Research, covering Court of Appeals of Washington primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Yi Sweeney, V. Wa State Office Of The Insurance Commissioner, (Wash. Ct. App. 2023).

Opinion

IN THE COURT OF APPEALS OF THE STATE OF WASHINGTON

YI SWEENEY, No. 84092-4-I Petitioner, DIVISION ONE v. UNPUBLISHED OPINION WASHINGTON STATE OFFICE OF THE INSURANCE COMMISSIONER,

Respondent.

DÍAZ, J. — Yi Sweeney appeals the Office of the Insurance Commissioner’s (OIC)

revocation of her resident insurance producer license. OIC found that Sweeney shuffled

clients from one type of Medicare plan to another, then immediately re-enrolled them back

to their original plans to obtain the commissions, all without the clients’s consent, which

was in violation of OIC’s regulations. Sweeney now argues that OIC’s Administrative Law

Judge (ALJ) erroneously applied the preponderance of the evidence standard;

erroneously admitted hearsay evidence, such that substantial evidence did not support

the OIC’s revocation; the revocation was an arbitrary and capricious penalty; and her own

polygraph test was improperly excluded. Finding no error, we affirm. No. 84092-4-I/2

I. FACTS

A. Background

Sweeney 1 obtained her first resident insurance producer license in 2015. She

began to sell Medicare products for United Health Care (UH) in 2016, such as its

specialized supplemental Medicare and Medicaid-eligible plan (Dual Complete). 2

According to Sweeney, UH recruited her to communicate with seniors who were Chinese-

speaking and low-income and, thus, eligible for UH’s Dual Complete plans because other

insurance producers were unable to communicate with these consumers. Sweeney

asserted consumers were often distrustful of the government and insurance companies,

and feared losing their Medicaid-only benefits. At the time, again according to Sweeney,

there were no other Chinese-speaking insurance producers in the greater Seattle area.

In 2017, Sweeney failed the re-certification test, which was required to sell UH’s

Medicare Advantage Plan (a Dual Complete plan). For reasons not expanded upon, she

failed the certification test six times. Her failure to pass the test meant that she could not

sell the Dual Complete plans for 2018, nor could she earn a commission on those sales

or renewals, but she still could sell other products. According to Sweeney, she had

enrolled approximately 200 consumers in a Dual Complete Plan in 2016 for 2017.

1 Yi Sweeney’s former last name is Peng, to which she is sometimes referred. We, however, will refer to her by the name under which she appealed. 2 Four different types of health plans are relevant here: Medicare Part A, which covers

hospital visits, skilled nursing care hospice, and some home care for people 65 years and older, 42 U.S.C. § 1395c; Medicare Part B, covering doctor visits, medical equipment, and some health care coverage, 42 U.S.C. § 1395k; Medicare Part C, which serves high needs populations letting them choose from private benefits not offered by the federal government, 42 U.S.C. § 1395w-21; and “Dual” plans which serve people who are both low-income (Medicaid eligible) and also have high needs, often age or disability. Often these are very low-income seniors. 2 No. 84092-4-I/3

Sweeney does not dispute that she was not certified to sell the Dual Complete

Plan to the consumers in 2018. However, as she told it, after failing the certification test,

she continued to provide other services to the seniors, such as helping them contact care

coordinators and helping them access translation services.

By “early in 2019,” Sweeney again became certified to sell the UH Dual Complete

Plans.

It is undisputed that, in approximately a 15-hour period between March 30 and 31,

2019, Sweeney created profiles for, and dis-enrolled and re-enrolled, 120 to 133

consumers from the UH Dual Complete Plan to a “original” Medicare plan and back. 3 She

listed her phone number and email as the contact information for most of them. The

creation of a profile and resulting dis-enrollment and re-enrollment required a signature

from the consumer, which appeared on each file.

Sweeney claims that this was done with each person’s consent. Namely, she

claims that, in early 2019, when she would see the client in person, she would ask them

whether they liked their UH Dual Complete Plan and whether they wanted her to remain

as their producer. She would then ask permission to transfer them to their original

Medicare plan for one month, and then she would re-enroll them in the Dual Complete

plan. “When they expressed yes, I would enroll them and capture their signature.”

Sweeney claims she captured their signatures with a mouse on her laptop.

3 Sweeney testified that, because of a built in “grace period,” no client would be harmed

by this process, i.e., there would be no gap in coverage between an “original” Medicare plan and the Dual Complete Benefits.

3 No. 84092-4-I/4

Although Sweeney claims these conversations with consumers occurred in “early

2019,” four of the consumers had died by January 8, 2019, some in 2018. 4

Sweeney claimed she captured each consumer’s signature in-person, and saved

it to UH’s software program, LEAN, to be submitted at a later time. Pierce DuCharme, a

business process analyst for UH, testified that such a scenario is impossible under LEAN,

unless Sweeney left the internet browser tabs with the pending signatures open for

months.

Beginning in early April 2019, Clara Yu, a support services specialist at the

Chinese Information Service Center in Seattle, received complaints from approximately

11 consumers who had been disenrolled from their Medicare Advantage plan, then re-

enrolled around a month later without their permission. Upon receiving these complaints,

Yu filed a complaint with OIC on April 9. Yu filed an additional complaint on April 18 on

behalf of SHIBA volunteers 5 who had received similar complaints from Sweeney’s clients.

Yu continued to update OIC on complaints from consumers.

OIC opened an investigation into Sweeney’s mass enrollments on May 15, 2019.

Jamie Bariekman, a senior investigator with OIC, submitted a declaration summarizing

his efforts. Bariekman also interviewed and obtained declarations from several

consumers who stated they did not give Sweeney permission to disenroll them and then

re-enroll them in their Dual Complete plans. Bariekman also reviewed the documentary

data available to OIC about Sweeney’s enrollments and disenrollment; and relevant

4 Sweeney testified that she received these clients’s consent before they died, that she

resubmitted them on accident, and, after receiving notices of their deaths (after she re- enrolled them), was not allowed to rescind their enrollments. 5 SHIBA is a program run by OIC, that provides an unbiased resource for seniors to

navigate complex issues with their Medicare coverage. 4 No. 84092-4-I/5

information about consumer signatures and death certificates for those consumers who

predeceased their re-enrollment.

Around the same time, UH opened its own investigation into Sweeney’s insurance

production.

On June 19, 2020, OIC issued an order to revoke Sweeney’s license. (Order No.

20-0554). The same day, Sweeney filed a demand for hearing with OIC’s Hearing Unit.

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