Insurance Glossary

Clear, jargon-free definitions for 100 common insurance terms.

A

Actual Cash Value

The current market value of property at the time of a loss, calculated as replacement cost minus depreciation. If your five-year-old roof is damaged, an actual cash value policy pays what a five-year-old roof is worth today — not the cost of a brand-new roof.

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Adjuster

An insurance professional who investigates and evaluates claims on behalf of an insurance company. The adjuster inspects damage, reviews documentation, interviews witnesses, and determines how much the insurer should pay for a covered loss.

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Agent

A licensed individual who sells insurance policies on behalf of one or more insurance companies. Captive agents represent a single insurer, while independent agents can offer policies from multiple carriers, giving consumers more options to compare.

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Actuary

A professional who uses mathematics, statistics, and financial theory to assess risk and set insurance premiums. Actuaries analyze historical data and probability models to predict future losses and ensure insurers can pay claims.

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Additional Living Expenses

Homeowners insurance coverage that reimburses you for extra costs incurred when you cannot live in your home due to a covered loss. Also known as ALE or loss of use, it covers hotel bills, restaurant meals, and other temporary living costs above your normal expenses.

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Aggregate Limit

The maximum total amount an insurer will pay for all covered claims during a policy period, typically one year. Once the aggregate limit is reached, the insurer will not pay any additional claims regardless of individual per-occurrence limits remaining.

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B

Beneficiary

The person or entity designated to receive the proceeds of an insurance policy when the insured event occurs. In life insurance, the beneficiary receives the death benefit. You can name primary and contingent beneficiaries in case the primary is unable to collect.

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Binder

A temporary agreement that provides insurance coverage until a formal policy is issued. Binders are commonly used in property and auto insurance to ensure you are covered immediately while the insurer completes underwriting.

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Broker

A licensed insurance professional who represents the buyer rather than the insurance company. Unlike agents, brokers shop the market across multiple insurers to find the best coverage and price for their clients.

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Bodily Injury Liability

Auto insurance coverage that pays for injuries you cause to other people in an accident where you are at fault. It covers medical bills, lost wages, pain and suffering, and legal defense costs. Most states require minimum bodily injury liability coverage.

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Business Interruption Insurance

Coverage that replaces lost income and pays ongoing expenses when a business is temporarily shut down due to a covered event such as a fire, natural disaster, or other insured peril. It helps businesses survive financially until they can resume normal operations.

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Business Owners Policy

A bundled insurance package designed for small and mid-sized businesses that combines general liability, commercial property, and business interruption coverage into a single, cost-effective policy. A BOP is typically cheaper than buying each coverage separately.

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Bad Faith

An insurer's unreasonable denial, delay, or underpayment of a legitimate insurance claim. Insurance companies have a legal duty to act in good faith and deal fairly with policyholders. If an insurer acts in bad faith, the policyholder may sue for damages beyond the original claim amount.

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C

Claim

A formal request made by a policyholder to an insurance company for payment or reimbursement for a covered loss or policy event. Filing a claim triggers the insurer to investigate the loss, assess damages, and determine what amount is payable under the policy.

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Coinsurance

The percentage of costs you share with your insurer after meeting your deductible. For example, with 80/20 coinsurance, the insurer pays 80% of covered expenses and you pay 20% until you reach your out-of-pocket maximum.

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Copay

A fixed dollar amount you pay for a covered health care service at the time you receive it. For example, you might pay a $30 copay for a doctor visit regardless of the total bill. Copays do not usually count toward your deductible but often count toward your out-of-pocket maximum.

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Coverage Limit

The maximum amount an insurance company will pay for a covered loss under a policy. Limits can apply per occurrence, per person, or as an aggregate over the policy period. Choosing the right coverage limit is one of the most important decisions when buying insurance.

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Cancellation

The termination of an insurance policy before its expiration date, initiated by either the policyholder or the insurer. Insurers may cancel a policy for non-payment, fraud, or a significant increase in risk. Policyholders can cancel at any time, though a short-rate penalty may apply.

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Certificate of Insurance

A document issued by an insurer or broker that verifies a policy exists and summarizes its key coverages, limits, and effective dates. Certificates are commonly required by landlords, lenders, and business partners as proof of coverage.

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Conditional Renewal

A renewal of an insurance policy that comes with modified terms, such as higher premiums, increased deductibles, or reduced coverage. Insurers use conditional renewals when the risk profile has changed but does not warrant full non-renewal.

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Covered Peril

A specific risk or cause of loss that is included in an insurance policy. Fire, theft, windstorm, and hail are common covered perils in homeowners insurance. If a loss is caused by a peril not listed, the claim may be denied unless you have an open peril policy.

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Collision Coverage

Auto insurance that pays for damage to your own vehicle when it collides with another vehicle or object, regardless of fault. Collision coverage is optional but often required by lenders if you have a car loan or lease.

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Comprehensive Coverage

Auto insurance that pays for damage to your vehicle from non-collision events such as theft, vandalism, fire, hail, flooding, falling objects, and animal strikes. Like collision, it is optional but typically required by lenders.

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Coordination of Benefits

Rules that determine which health insurance plan pays first when you are covered under two or more plans. The primary plan pays its share of covered expenses first, and the secondary plan may cover some or all remaining costs. Coordination prevents paying more than 100% of the total bill.

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Cash Value

A savings component built into permanent life insurance policies that grows over time on a tax-deferred basis. You can borrow against the cash value, withdraw from it, or surrender the policy for its cash value. Term life insurance does not have a cash value component.

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Convertible Term Policy

A term life insurance policy that includes the option to convert to a permanent life insurance policy without a new medical exam or proof of insurability. This feature is valuable if your health declines during the term, as you can lock in permanent coverage based on your original health rating.

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Commercial General Liability

Insurance that protects businesses against claims of bodily injury, property damage, and personal or advertising injury caused by business operations, products, or events on business premises. CGL is one of the most fundamental coverages for any business.

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Cyber Liability Insurance

Insurance that helps businesses respond to and recover from data breaches, ransomware attacks, and other cyber incidents. It covers costs such as data recovery, customer notification, credit monitoring, legal fees, regulatory fines, and business income lost during the event.

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D

Declarations Page

The section of an insurance policy that summarizes key information including the policyholder name, covered property, coverage amounts, deductibles, premium, and policy period. Often called the "dec page," it is the first page of your policy and serves as a quick reference.

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Deductible

The amount you must pay out of pocket before your insurance coverage kicks in. A higher deductible generally means a lower premium. For example, if you have a $1,000 deductible and file a $5,000 claim, you pay $1,000 and your insurer pays $4,000.

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Depreciation

The decrease in the value of property over time due to age, wear and tear, or obsolescence. In insurance, depreciation determines the difference between replacement cost and actual cash value when settling a claim.

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Dwelling Coverage

The part of a homeowners insurance policy that pays to repair or rebuild the physical structure of your home if it is damaged by a covered peril such as fire, wind, or hail. Dwelling coverage should equal your home's estimated rebuilding cost, not its market value.

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Death Benefit

The amount of money paid to the beneficiary when the insured person dies. The death benefit is generally income-tax-free for the recipient. It can be paid as a lump sum, installments, or an annuity depending on the policy and beneficiary preferences.

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Directors and Officers Insurance

Liability insurance that protects the personal assets of corporate directors and officers if they are sued for alleged wrongful acts in managing the company. D&O insurance covers legal fees, settlements, and judgments arising from claims of mismanagement, breach of duty, or regulatory violations.

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Disability Insurance

Insurance that replaces a portion of your income if you are unable to work due to illness or injury. Short-term disability covers weeks to months, while long-term disability can provide benefits for years or until retirement age. It is one of the most important yet often overlooked forms of insurance.

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Deductible Waiver

A provision that eliminates the deductible under certain circumstances. For example, some auto policies waive the deductible if the other driver is identified and found to be at fault, or if the damage exceeds a certain threshold.

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E

Effective Date

The date on which an insurance policy begins providing coverage. No claims can be filed for events that occur before the effective date. It is listed on your declarations page and is sometimes different from the date you purchased the policy.

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Endorsement

An amendment or addition to an existing insurance policy that changes its terms or coverage. Also called a rider, endorsements can add, remove, or modify coverage. Common examples include adding flood coverage to a homeowners policy or scheduling expensive jewelry.

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Exclusion

A specific condition, situation, or circumstance that is not covered by an insurance policy. Common exclusions include flood damage on standard homeowners policies and intentional acts. Understanding your policy exclusions is critical to avoiding gaps in coverage.

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EPO

An Exclusive Provider Organization is a managed care health plan that covers services only from its network of doctors and hospitals, except in emergencies. EPOs typically do not require referrals to see specialists, offering more flexibility than HMOs while still keeping costs lower than PPOs.

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Explanation of Benefits

A statement sent by your health insurer after a claim is processed that shows what was billed, what the plan covered, what discount was applied, and what you owe. An EOB is not a bill, but it helps you understand how your benefits were applied to a specific service.

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Errors and Omissions Insurance

Professional liability coverage that protects businesses and individuals against claims of negligence, mistakes, or failure to deliver professional services as promised. Also known as E&O insurance, it is essential for consultants, accountants, real estate agents, and other service professionals.

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Elimination Period

The waiting period between when a disability begins and when insurance benefits start being paid. Elimination periods typically range from 30 to 180 days for long-term disability policies. A longer elimination period means lower premiums but requires you to cover expenses longer on your own.

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Excess Liability

Insurance that provides additional coverage above the limits of an underlying liability policy. Similar to umbrella insurance but narrower in scope — excess liability follows the same terms and conditions as the underlying policy rather than broadening coverage.

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L

Lapse

The termination of an insurance policy due to non-payment of premiums or failure to renew. A lapsed policy provides no coverage. Reinstating a lapsed policy may require a new application, medical exam (for life insurance), or evidence of insurability.

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Loss Ratio

The ratio of claims paid by an insurer to premiums collected, expressed as a percentage. A loss ratio of 60% means the insurer pays $60 in claims for every $100 in premiums. Regulators and analysts use loss ratios to assess insurer performance and pricing adequacy.

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Liability Coverage

Insurance that pays for bodily injury and property damage you cause to others. In auto insurance, liability coverage is required in almost every state. It does not cover your own injuries or vehicle damage — you need collision and comprehensive coverage for that.

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Landlord Insurance

An insurance policy designed for rental property owners that covers the building structure, liability, and lost rental income if the property becomes uninhabitable due to a covered loss. It does not cover tenants' personal belongings — tenants need renters insurance for that.

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Loss of Use

A homeowners insurance benefit that pays for temporary housing and living expenses when your home is uninhabitable due to a covered loss. It is another name for additional living expenses (ALE) coverage and is typically capped at a percentage of your dwelling coverage or a set time period.

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Long-Term Care Insurance

Insurance that covers the cost of extended care services that are not covered by regular health insurance, such as assistance with daily activities like bathing, dressing, and eating. It can pay for care in a nursing home, assisted living facility, or your own home.

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Long-Term Disability

Disability insurance that provides income replacement for extended periods — typically two years, five years, or until retirement age — after the elimination period ends. It usually replaces 50% to 70% of your pre-disability income and is available through employers or individual policies.

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P

Premium

The amount you pay to an insurance company to maintain your coverage, typically billed monthly, quarterly, or annually. Premiums are determined by factors such as risk level, coverage amount, deductible, location, and claims history.

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Policy Period

The span of time during which an insurance policy provides coverage, typically six months or one year. Claims are only covered for events that occur within the policy period. The start and end dates appear on your declarations page.

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Property Damage Liability

Auto insurance coverage that pays for damage you cause to another person's property in an at-fault accident, including their vehicle, fence, building, or other structures. Most states require minimum property damage liability coverage.

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Personal Property Coverage

The portion of a homeowners or renters insurance policy that pays to repair or replace your belongings — furniture, electronics, clothing, and more — if they are damaged or stolen. Coverage typically applies both inside your home and anywhere in the world.

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PPO

A Preferred Provider Organization is a health plan that gives you more flexibility to see any doctor or specialist without a referral. You pay less when using in-network providers, but you still have partial coverage for out-of-network care. PPOs typically have higher premiums than HMOs.

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Pre-Authorization

Approval from your health insurer that must be obtained before certain medical services, procedures, or medications are provided. Also called prior authorization, failing to get it when required can result in the insurer denying the claim or paying a reduced amount.

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Permanent Life Insurance

Life insurance that provides coverage for your entire lifetime as long as premiums are paid, unlike term life which expires after a set period. Permanent policies include a cash value component and come in several forms: whole life, universal life, and variable life.

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Policy Loan

A loan taken against the cash value of a permanent life insurance policy. Policy loans do not require credit checks and typically carry low interest rates. However, unpaid loans reduce the death benefit, and if the loan balance exceeds the cash value, the policy may lapse.

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Product Liability Insurance

Insurance that protects manufacturers, distributors, and retailers against claims that a product they sold caused bodily injury or property damage. It covers legal defense costs, settlements, and judgments even if the product was used incorrectly by the consumer.

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Professional Liability Insurance

Insurance that covers claims arising from professional services, advice, or expertise you provide. It protects against allegations of negligence, errors, or omissions that cause financial harm to a client. Also called errors and omissions (E&O) insurance in many industries.

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Per-Occurrence Limit

The maximum amount an insurer will pay for a single claim or event. Each separate incident is subject to this limit regardless of how many claims have already been filed during the policy period. Per-occurrence limits are distinct from aggregate limits.

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Proof of Loss

A formal, sworn statement submitted by a policyholder to the insurance company documenting the details of a loss and the amount being claimed. It typically includes descriptions of damaged property, estimated values, and supporting documentation such as receipts or photographs.

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U

Underwriting

The process insurers use to evaluate the risk of insuring a person or asset and determine the appropriate premium. Underwriters review applications, claims history, credit scores, and other data to decide whether to issue a policy and at what price.

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Uninsured Motorist Coverage

Auto insurance that protects you if you are injured by a driver who has no insurance. It covers your medical expenses, lost wages, and pain and suffering. Many states require or strongly recommend this coverage since roughly 13% of drivers are uninsured.

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Underinsured Motorist Coverage

Auto insurance that covers the gap when an at-fault driver has insurance but their limits are too low to fully cover your injuries or damages. This coverage kicks in after the other driver's policy is exhausted.

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Universal Life Insurance

A type of permanent life insurance that offers flexible premiums and an adjustable death benefit. The cash value earns interest at a rate set by the insurer. You can increase or decrease your premium payments and death benefit within certain limits.

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Umbrella Insurance

A personal liability policy that provides an extra layer of coverage beyond the limits of your homeowners, auto, or other underlying policies. Umbrella policies typically start at $1 million in additional coverage and protect against large lawsuits and claims that could threaten your savings and assets.

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