Claims-Made Policy: A Comprehensive Guide to Insurance Coverage

Definition & Meaning

A claims-made policy is a type of insurance that provides coverage for claims made during the policy period. This means that the insurer agrees to cover claims only if they are reported while the policy is active or within a specified time after the policy ends. Notably, this policy does not cover incidents that occurred outside this timeframe, unless the insured has purchased an extension for reporting claims. This type of policy is also referred to as a discovery policy.

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Real-world examples

Here are a couple of examples of abatement:

(Hypothetical example) A doctor holds a claims-made policy that covers them for any malpractice claims made during the policy year. If a patient files a claim for an incident that happened six months ago, the doctor is covered as long as the claim is reported while the policy is active. If the policy expires and the doctor did not purchase an extension, they would not be covered for any claims made after the expiration date.

State-by-state differences

Examples of state differences (not exhaustive):

State Key Differences
California Claims-made policies often require specific language regarding extended reporting periods.
Florida Insurers must provide clear disclosure of coverage limits and exclusions.
New York Claims-made policies may have different requirements for renewal and reporting.

This is not a complete list. State laws vary and users should consult local rules for specific guidance.

Comparison with related terms

Term Definition Key Differences
Occurrence Policy Covers claims for incidents that occur during the policy period, regardless of when the claim is made. Claims can be made anytime after the incident, unlike claims-made policies.
Claims-Made and Reported Policy Requires claims to be made and reported during the policy period. Stricter than claims-made policies, as both conditions must be met for coverage.

What to do if this term applies to you

If you are considering a claims-made policy, it is essential to understand the terms and conditions thoroughly. Review your coverage options and consider purchasing an extended reporting period if you anticipate potential claims after your policy expires. You can explore US Legal Forms for ready-to-use templates that can assist you in managing your insurance needs. If your situation is complex, consulting with a legal professional may be necessary to ensure adequate coverage.

Quick facts

  • Coverage is limited to the policy period.
  • Extended reporting periods can be purchased.
  • Claims must involve a request for damages.
  • Commonly used in professional liability and malpractice insurance.

Key takeaways

Frequently asked questions

The main advantage is that it provides coverage for claims made during the policy period, which can help manage risk for professionals.