Tag Archive for insurance

Why insurance binders have limited dates and their limitations

I was asked by a client not too long ago why our insurance binders only show a limited effective period instead of the full year.  I thought others might have a similar question.  The key to a binder is to remember the steps in purchasing insurance.  You go to a broker and he/she reviews your information.  They get a quote from a carrier based on your information and then (hopefully) you ask for coverage to be put in place.

But when you are purchasing insurance, you are really purchasing a “contract”.   The carrier sells you a contract to transfer risk in exchange for your premium (offer, acceptance, consideration…basic contract law).  There are generally two problems here:

1) The carrier doesn’t have the actual contract ready when you make your purchase…. and

2) Carriers want to review the sell of the contract that a broker did (inspections, etc.).

The fix to these two challenge is a *binder* which provides “temporary coverage” until such time that the carrier can a) review the risk and b) execute and distribute the 1000-page contract.  It’s important to understand the binder only provides an “outline” of the coverage, and doesn’t have all the details….so in most states, binders are limited in how long they can be in effect for.

Moreover, carriers usually limit us (brokers) as to how long we can contractually ‘bind’ the carrier to the coverage because I am acting on their behalf in this capacity.  That is, I actually bind their responsibility to the contract (hence the origin of binder).   Most “legal” binders are only good for 30 or 60 days.  Now a broker can put any dates he wants to on a binder….some skirt the lines a bit more…but at the end of the day, the only thing that *really* matters is the policy contract, itself, REGARDLESS of anything a binder says.

This is an important point, so I will repeat it.  It actually DOESN’T matter what a binder says.  It only matters what the underlying policy says.

This case reflects a situation where there was a loss after a binder was issued, but before the actual policy was issued.  The underlying policy had a special exclusion that wasn’t shown on the binder.  The plaintiff argued that since the exclusion wasn’t on the binder (and the policy wasn’t yet issued), it shouldn’t apply.  In the end, the Court held that the “policy” always controls coverage, even if the contract hadn’t yet been issued.

That is why you’ll always see limitations on “proper” binders and why you should treat them with a significant grain of salt.  At the end of the day, the binder should be treated as nothing more than an indication that insurance was purchased.

 

It’s official….rates are on the rise for homeowners as well

For those that follow the cyclical trends of insurance industry pricing, you know that we are coming off one of the longest streaks of soft market (read: cheap) pricing in the history of insurance.  While cheaper prices are positive news for insurance buyers, we all know it won’t last.

In the last year or so, we’ve started seeing clear signs that commercial property coverage is starting to increase its rates.  In fact, in several circumstances, major companies like Travelers, are simply non-renewing policies for property they feel are too under-priced or pose too much risk.

Now we’re seeing official news that these premium increases are hitting homeowners as well: http://ifawebnews.com/2012/05/16/homeowners-insurance-premiums-taking-19-more-from-wallets/comment-page-1/.  With property rates starting to rise, we know that customers (who have become used to decreasing and steady prices) will start to feel the pinch.  The only way to minimize the impact is ensure you have a good broker with access to multiple markets so they can shop your insurance program as rates fluctuate.

Insurance Agent Education and Training

I’m sitting in a phenomenal class this week hosted by Germania Insurance. Germania pays to bring in their agents from the field and, over the course of several days, review, line-by-line, their insurance policies.  Most retail consumers (especially with personal lines of insurance) have the mistaken belief that policies are commoditized - that each carrier’s policy is the same as any other and are just shopping on price.  It is unfortunate that some brokers I’ve come across think the same thing.  It’s just not true – especially in dwelling/homeowner/property policies.  I’m even more surprised at the number of folks who haven’t actually read their policy or discussed in detail their purchased coverage with their broker (perhaps I shouldn’t be),

Insurance policies are specialized legal contracts.  They can be long and wordy and many agents and consumers rely on graphic summaries of policies that gloss over many of the finer details.  The old-school value of sitting through a detailed reading and understanding of the insurance products being sold is much less frequent.  The question I pose is if a broker doesn’t have a clear understanding of every piece of an insurance policy, how can they properly advise a retail client?

Interestingly, when I was chatting with Mark Boeker (the class trainer), it turns out that Germania is considering cutting the class time by 60%.  Perhaps their expectation, like other carriers, is that practitioners will gain the same information via self-study.  Idealistically, I buy that.  Most professionals (lawyers, doctors, etc.) do that and is why they are termed ‘practitioners’.  In reality, I’m less convinced.  A lot of business is transacted on speed and relationships (not necessarily a bad thing, mind you), but there has to be the underlying knowledge as well.

Consumers:  If you do nothing else with your insurance, take 2 hours out some night and pull out your homeowner’s (or renter’s) policy and read it.  Seriously and intently read it.  Call your insurance advisor (broker, agent, whomever) and ask them a few questions…ask them to go through it with you and make sure you know what coverage you are paying for.

Car Insurance Discounts – Couples, Marriage, and Same Sex Couples?

The goal of any insurance carrier is to find traits (at least legal ones) of individuals that indicate how risky, in general, they are.  A good example is that someone with “good credit” tends to be, on average, a better driver who is less prone to accidents.  A characteristic many auto insurers use is whether someone is married or single.  The theory goes (and the math tends to support it) is that, on average, a person that has reached the maturity to enter into a marriage and family is more stable, more risk averse, and therefore a better driver.  Most insurance applications ask whether the candidate is married.

I have long been advised, and equally believe, that you can never win by mixing either politics or religion in a business setting.  There are just too many view points and too much emotion surrounding the topics.  Without taking a viewpoint, however, on whether someone should support same-sex marriage, I’ve had an interesting client enter our office this week.  She is in a long term relationship with another female.  Here, in Texas, same sex marriage is neither legal nor recognized from other jurisdictions.  On the other hand, strictly from a risk characteristic, does the “entering into a committed relationship” with another person equal the same sability, maturity, and risk averseness of a conventional married couple?

As State laws continue to diverge from each other, National carriers have to be grappling with this same question.  From a strictly business stand point, does the entry of a gay couple into a relationship, convert to providing car insurance discounts.  While I’d argue it does, I have yet to see any of our major carriers switch their risk profiling to capture this demographic.

We’ll push by phone and directly with underwriters to make the case for our particular client….but I do feel like it is only time before uniformly carriers begin providing insurance discounts to unmarried couples in States that don’t recognize such unions.