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Part 5: Other Related Concepts

Proximate Cause, Deductibles, Coinsurance & More

1 Proximate Cause

Proximate Cause is an act or event considered a natural and reasonably foreseeable cause of the damage that occurs. Also referred to as direct liability.

Key Requirements:

  • There must be an unbroken chain of events from negligence to injury
  • Negligence must be the cause without which the accident would not have happened
  • For the injured party to collect, negligence must have been the proximate cause

Real-World Example:

A driver runs a red light and hits another car. The impact pushes that car into a pedestrian.

The driver running the red light is the proximate cause of both the car damage AND the pedestrian's injuries because there's an unbroken chain of events from the negligent act to both injuries.

Real-World Scenario: The Chain of Events

The Setup:

A homeowner leaves a garden hose running overnight by mistake. The water floods the neighbor's basement.

The Chain of Events:

Hose left on Water overflows Runs to neighbor's yard Seeps into basement Damage to furniture & floors

The Result:

Leaving the hose on was the proximate cause of the basement damage. There's an unbroken chain from the negligent act (leaving the hose on) to the injury (flooded basement). The homeowner's liability insurance would cover this because the damage was a natural and foreseeable result of the negligence.

2 Deductible

A deductible is a dollar amount the insured must pay on a claim before the insurance policy provides coverage.

Higher Deductible = Lower Premium

How Deductibles Work:

Total Loss

$5,000

Your Deductible

- $500

Insurance Pays

= $4,500

Why Deductibles Exist:

  • • Eliminates small, nuisance claims
  • • Reduces insurer's administrative costs
  • • Gives insured "skin in the game" to prevent carelessness
  • • Allows for lower premiums

3 Coinsurance and Insurance to Value

The coinsurance clause states that, in consideration of a reduced rate, the insured agrees to maintain a minimum amount of insurance on the property.

Why Coinsurance Exists:

Most losses are partial, not total. Without coinsurance, people might only insure their property for a fraction of its value, pay lower premiums, and still be fully covered for partial losses. Coinsurance encourages proper coverage.

THE COINSURANCE FORMULA

(Insurance Carried ÷ Insurance Required) × Loss Amount = Loss Payment

Example: 80% Coinsurance Calculation

Given:

  • • Building Value: $100,000
  • • Coinsurance Requirement: 80%
  • • Insurance Required: $100,000 × 0.80 = $80,000
  • • Actual Insurance Carried: $40,000 (underinsured!)
  • • Loss Amount: $10,000

Calculation:

($40,000 ÷ $80,000) × $10,000 = $5,000

Result:

The insured only receives $5,000 for a $10,000 loss! They must pay the other $5,000 out of pocket (plus any deductible) because they didn't carry enough insurance.

Real-World Scenario: The Warehouse Fire

The Setup:

ABC Manufacturing owns a warehouse worth $500,000. Their policy has an 80% coinsurance clause. To avoid a coinsurance penalty, they should carry at least $400,000 in coverage ($500,000 x 80%). However, to save money on premiums, they only purchased $300,000 in coverage.

What Happens:

A fire causes $80,000 in damage to the warehouse (partial loss).

With Underinsurance ($300K):

($300,000 / $400,000) x $80,000

= 0.75 x $80,000

= $60,000 paid

ABC pays $20,000 out of pocket!

If Properly Insured ($400K):

($400,000 / $400,000) x $80,000

= 1.00 x $80,000

= $80,000 paid (full loss!)

ABC pays $0 out of pocket

The Lesson: The premium savings from buying $300K instead of $400K coverage was probably $500-1000/year. But when the fire hit, that "savings" cost ABC $20,000! Coinsurance rewards adequate insurance and punishes underinsurance.

Partial Loss

Coinsurance penalty applies if insured is underinsured. Paid in full if minimum is met.

Total Loss

Coinsurance clause does NOT operate. Face amount of policy is paid.

Insurance to Value

Usually found in homeowners policies. Provides replacement cost settlement to policyholders who carry adequate insurance (exact dollar amount or percentage of value).

If insurance is less than required, the insured would still be indemnified at least to the actual cash value of the loss.

Additional Concepts

Deposit Premium and Audit

Deposit Premium

Estimated premium paid in advance before the policy is issued

Deposit Premium Audit

Insurer may audit insured's books and records to determine if adequate premium was collected

Certificate of Insurance

Written evidence showing the insurance policy has been issued. Lists the amounts and types of insurance provided.

Common Use: Contractors often need to provide a certificate of insurance to prove they have liability coverage before starting work.

Quick Reference Summary

Proximate Cause

Natural, foreseeable cause - unbroken chain of events

Deductible

Amount insured pays before coverage kicks in

Higher Deductible

= Lower Premium

Coinsurance

Minimum insurance requirement

Coinsurance Formula

(Carried ÷ Required) × Loss

Total Loss

Coinsurance doesn't apply