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Policy trigger

The date of sale is not necessarily the date that triggers coverage.

Occurrence and claims-made forms answer the timing question differently.

Occurrence coverage

An occurrence form generally looks to when covered bodily injury or property damage happened, subject to all terms. A claim may be reported later. Long-tail allegations can involve several years and disputed injury dates.

Claims-made coverage

A claims-made form generally requires the claim to be first made during the policy period. Some forms also require reporting during that period. The retroactive date and prior-knowledge wording are critical.

Changing forms or carriers

Do not replace claims-made coverage without reviewing continuity, pending circumstances and extended reporting rights. Moving between claims-made and occurrence structures can create gaps or overlaps.

Keep records

Retain policies, endorsements, applications and product sales records indefinitely when practical. Old policy language may control a future claim.

Product liability guidance

Tell us what you make, import, distribute or sell.

Get a Quote Call 972-423-2300 or text 972-284-7120 anytime.

The independent-agency advantage

Change your carrier.
Keep your agent.

A premium increase does not have to end the relationship with the agency that knows your business. We can review your operation and available carrier options at renewal. Availability and savings depend on underwriting and market conditions.