General

Insurance Glossary A-Z: 50+ Terms Defined - Sum Insured, Co-pay, PED, TPA, NCB

Insurance glossary: sum insured (health max payout), sum assured (life max payout), co-pay (percentage you pay), PED (pre-existing disease with waiting period), TPA (claim processor), NCB (no claim bonus).

Strategy ByNYVO Claims Experts
Last Updated 24 Feb 2026

Insurance policies are full of jargon that affects your claims. This glossary explains 50+ insurance terms in plain language, helping you understand your policy documents, compare plans, and know exactly what you're buying. Bookmark this page-you'll need it.

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A · B · C · D · E · F · G · H · I · J · K · L · M · N · O · P · R · S · T · U · W · Z


A

Accidental Death Benefit

Definition: Additional payout (usually 2x sum assured) if death occurs due to an accident. Example: ₹1 crore term policy with accidental death benefit pays ₹2 crore if death is accidental. Related: Term Insurance Riders

Actuarial

Definition: Statistical analysis used to calculate insurance risk and premiums. Why it matters: This determines how insurers price policies based on age, health, lifestyle.

Aggregate Deductible

Definition: Total deductible amount across multiple claims in a policy year. Example: ₹50,000 aggregate deductible means your first ₹50,000 of total claims in the year isn't covered.

Assignment

Definition: Transfer of policy rights from policyholder to another person (usually for loans). When used: Home loans often require assigning term policy to the bank.


B

Base Policy / Base Plan

Definition: The primary health insurance policy providing first-level coverage. Why it matters: Super top-ups only trigger after base policy limits are exhausted. Related: Base vs Super Top-up

Benefit Period

Definition: Maximum duration for which benefits are payable under a policy. Example: Critical illness policy may pay monthly benefit for 5 years.

Bonus (No Claim Bonus)

Definition: Reward for not filing claims-typically increased sum insured or premium discount. Example: 10% NCB means ₹5 lakh policy becomes ₹5.5 lakh after claim-free year. Related: No Claim Bonus Explained


C

Cashless Claim

Definition: Hospital bills paid directly by insurer to network hospital. You pay only non-covered items. Why it matters: No upfront payment needed. Faster, less paperwork than reimbursement. Related: Cashless Claim Checklist

Claim Settlement Ratio (CSR)

Definition: Percentage of claims an insurer approves out of total claims received. Example: 95% CSR means 95 of every 100 claims were settled. Caution: High CSR alone doesn't guarantee your specific claim will be approved.

Co-pay / Co-payment

Definition: Fixed percentage of claim amount you must pay yourself. Example: 10% co-pay on ₹5 lakh claim = you pay ₹50,000, insurer pays ₹4.5 lakh. Impact: Increases your out-of-pocket cost during hospitalization. Related: Co-pay in Health Insurance

Contestability Period

Definition: Initial period (usually 3 years) during which insurer can reject claims for non-disclosure. After this period: Insurer cannot deny claims based solely on non-disclosure (except fraud).

Cooling-off Period

Definition: 15-30 days after policy issuance when you can cancel and get full refund. Use case: If you change your mind or find policy terms unsuitable after reading documents.

Critical Illness Cover

Definition: Lump sum payout upon diagnosis of specified serious illnesses (cancer, heart attack, stroke, etc.). How it works: One-time payment regardless of actual treatment cost. Related: Term Insurance Riders

Cumulative Bonus

Definition: Progressive increase in sum insured for each claim-free year, accumulated over time. Example: 5% annual cumulative bonus over 5 claim-free years = 25% higher sum insured.


D

Day Care Procedures

Definition: Treatments requiring hospitalization for less than 24 hours. Examples: Cataract surgery, dialysis, chemotherapy, angioplasty. Why it matters: Good policies cover 400+ day care procedures.

Deductible

Definition: Fixed amount you pay before insurance coverage kicks in. Example: ₹3 lakh deductible means claims below ₹3 lakh aren't covered; above ₹3 lakh, insurer pays. Common in: Super top-up plans. Related: Base vs Super Top-up

Disclosure

Definition: Information provided about health, lifestyle, and medical history during policy application. Why critical: Non-disclosure or misrepresentation can lead to claim rejection. Related: Pre-existing Disease Disclosure

Domiciliary Treatment

Definition: Medical treatment at home (not in hospital) that would normally require hospitalization. Coverage: Not all policies cover this; check terms carefully.


E

Endorsement

Definition: Official modification to an existing policy (adding member, changing details, etc.). Process: Requested in writing; insurer issues endorsement certificate.

Exclusions

Definition: Conditions, treatments, or situations not covered by the policy. Types: Permanent exclusions, temporary exclusions, waiting period exclusions. Examples: Cosmetic surgery, fertility treatment, war-related injuries.


F

Family Floater

Definition: Single health policy covering entire family under one sum insured. How it works: Sum insured shared among all members. Pros: Lower premium than individual policies. Cons: One major claim can exhaust cover for all. Related: Family Floater vs Individual

Free Look Period

Definition: Same as Cooling-off Period. 15-30 days to review and return policy.


G

Grace Period

Definition: Extra time (usually 15-30 days) to pay premium after due date without policy lapsing. Risk: Claims during grace period may be affected. Pay on time.

Grievance Redressal Officer (GRO)

Definition: Insurer's designated officer for handling policyholder complaints. When to contact: When regular customer service can't resolve your issue. Related: Insurer Grievance Process


H

Health Card / E-Card

Definition: ID card issued by insurer/TPA for cashless claims at network hospitals. Contains: Policy number, member ID, TPA contact, validity period.

Hospitalization

Definition: Admission to hospital for at least 24 consecutive hours. Exception: Day care procedures don't require 24-hour stay.


I

Incurred Claim Ratio (ICR)

Definition: Ratio of claims paid to premium collected by insurer. Example: 85% ICR means insurer paid ₹85 in claims for every ₹100 premium collected. Insight: Very low ICR may indicate strict claim processing.

Indemnity

Definition: Insurance principle where you're compensated for actual loss, not profit. In practice: Health insurance pays actual hospital bills, not a fixed amount.

In-patient Treatment

Definition: Treatment requiring hospitalization for 24+ hours. Opposite: Out-patient treatment (OPD) doesn't require admission.

IRDAI

Definition: Insurance Regulatory and Development Authority of India-the insurance regulator. Role: Licenses insurers, sets regulations, handles consumer grievances. Related: IRDAI Ombudsman Guide


J

Joint Life Policy

Definition: Single policy covering two lives (usually spouses). Claim: Pays out on first death; policy typically ends.


K

KYC (Know Your Customer)

Definition: Identity verification documents required for policy issuance and claims. Documents: Aadhaar, PAN, passport, address proof.


L

Lapse

Definition: Policy termination due to non-payment of premium within grace period. Impact: No coverage, benefits lost. Revival may be possible with conditions.

Lifetime Renewability

Definition: Guarantee that insurer cannot refuse to renew your policy regardless of claims or health changes. Why important: Protects you from being dropped when you need insurance most.

Loading

Definition: Extra premium charged due to higher risk factors. Reasons: Pre-existing conditions, BMI, lifestyle habits, hazardous occupation.


M

Material Information

Definition: Any information that would influence insurer's decision to issue policy or set premium. Examples: Medical history, smoking, alcohol use, occupation hazards. Rule: Must be disclosed truthfully.

Maturity Benefit

Definition: Amount paid when policy term ends (applicable to endowment/ULIP, not term insurance). Note: Pure term insurance has no maturity benefit.

Moratorium Period

Definition: After 8 continuous years of renewal, insurer cannot reject claims citing non-disclosure (except fraud). Protection: Provides security for long-term policyholders.


N

Network Hospital

Definition: Hospital empaneled with insurer/TPA for cashless claims. Tip: Always verify network status before admission. Related: Cashless Network Hospitals

No Claim Bonus (NCB)

Definition: Reward for claim-free years-increased sum insured or reduced premium. Typical: 5-50% increase per claim-free year (varies by insurer). Related: No Claim Bonus Guide

Nominee

Definition: Person designated to receive policy benefits in case of policyholder's death. Important: Different from legal heir in some situations. Related: Nominee vs Legal Heir

Non-payables / Non-medical Expenses

Definition: Items not covered by health insurance even during hospitalization. Examples: Toiletries, telephone charges, attendant charges, some consumables.


O

OPD (Out-patient Department)

Definition: Treatment without hospital admission. Coverage: Most basic health policies don't cover OPD. Some comprehensive plans do.

Ombudsman

Definition: Independent dispute resolution authority for insurance complaints. When to approach: After insurer grievance process fails. Related: IRDAI Ombudsman Guide


P

PED (Pre-existing Disease)

Definition: Medical condition that existed before policy purchase. Impact: Typically has waiting period (2-4 years) before coverage starts. Disclosure: Must be declared at proposal; hiding PED leads to claim rejection. Related: Pre-existing Disease Disclosure

Policy Schedule

Definition: Document summarizing your specific policy details-name, sum insured, premium, riders, exclusions. Tip: Always read this document carefully.

Portability

Definition: Switching your health policy from one insurer to another while retaining benefits (NCB, waiting period credits). Process: Request during renewal window; new insurer cannot reject for health reasons alone.

Pre-authorization (Pre-auth)

Definition: Insurer/TPA approval required before planned hospitalization for cashless claims. Timeline: Submit 48-72 hours before planned admission. Related: Cashless Claim Checklist

Premium

Definition: Amount paid (monthly/quarterly/annually) to keep insurance policy active. Factors: Age, sum insured, health conditions, lifestyle, location.

Proportionate Deduction

Definition: Claim reduction when you choose higher room category than entitled. Example: If policy covers ₹5,000/day room and you take ₹10,000/day room, entire bill may be reduced proportionately. Related: Room Rent Limit

Proposal Form

Definition: Application form for insurance policy containing all declarations. Critical: Everything you sign here is legally binding.


R

Reinstatement / Revival

Definition: Restoring a lapsed policy by paying due premiums (with interest/penalties). Conditions: Medical checkup may be required; revival window limited.

Reimbursement Claim

Definition: You pay hospital bills first; claim refund from insurer later with documents. When used: Non-network hospitals, cashless not approved, or emergency situations. Related: Reimbursement Claim Checklist

Restoration Benefit

Definition: Replenishes sum insured (fully or partially) after a claim exhausts it. Conditions: Usually applicable for different illness/person than original claim. Related: Restoration Benefit Explained

Rider

Definition: Additional coverage purchased along with base policy (add-on). Examples: Critical illness rider, accidental death rider, waiver of premium. Related: Term Insurance Riders

Room Rent Limit

Definition: Maximum room charges covered per day under health policy. Impact: Exceeding limit triggers proportionate deduction on entire bill. Recommendation: Prefer policies without room rent limit or with high limits. Related: Room Rent Limit Guide


S

Sub-limit

Definition: Cap on specific expenses within overall sum insured. Examples: ₹50,000 limit for cataract surgery, room rent per day limit. Impact: You pay the excess even if sum insured isn't exhausted.

Sum Assured

Definition: Maximum amount payable under life insurance policy. Example: ₹1 crore term policy pays ₹1 crore to nominee on death.

Sum Insured (SI)

Definition: Maximum coverage amount in health insurance policy. Example: ₹10 lakh sum insured means maximum claim payout is ₹10 lakh per year. Related: How Much Health Cover

Super Top-up

Definition: Health policy that activates after a deductible threshold is crossed. How it works: ₹3 lakh deductible super top-up pays claims exceeding ₹3 lakh. Related: Base vs Super Top-up

Surrender

Definition: Voluntarily terminating policy before maturity. Impact: May get surrender value (if applicable) but lose coverage.


T

TPA (Third Party Administrator)

Definition: Company that processes health insurance claims on behalf of insurers. Role: Issues health cards, processes pre-auth, coordinates cashless claims. Related: TPA Explained

Term Insurance

Definition: Pure life insurance that pays sum assured only if death occurs during policy term. Key feature: No maturity benefit; lowest premium among life insurance types. Related: Term Insurance Guide

Top-up Plan

Definition: Additional health coverage that activates after base policy limit is exhausted. Difference from super top-up: Top-up requires single hospitalization to exceed threshold.


U

Underwriting

Definition: Process of evaluating risk and deciding policy terms, premium, and conditions. Outcome: Standard acceptance, loading (higher premium), exclusions, or rejection.

ULIP (Unit Linked Insurance Plan)

Definition: Insurance + investment product where premium is invested in market-linked funds. Caution: Mixing insurance and investment often suboptimal for both. Related: Term vs ULIP vs Endowment


W

Waiting Period

Definition: Time after policy purchase before certain conditions become claimable. Types:

  • Initial waiting period: 30 days (no claims except accidents)
  • Specific disease waiting: 2-4 years for listed conditions
  • PED waiting period: 2-4 years for pre-existing diseases Related: Health Insurance Waiting Periods

Waiver of Premium

Definition: Rider that waives future premiums if policyholder becomes disabled or critically ill. Benefit: Policy continues without payment during difficult times.


Z

Zone Pricing

Definition: Premium variation based on city/region (metro vs non-metro). Reason: Healthcare costs differ by location.


Related articles

CTA: Have questions about specific terms in your policy? Book a call: https://www.nyvo.in/book-a-call

FAQs

What is the difference between co-pay and deductible?

Co-pay is a percentage of every claim you pay (e.g., 10% of each bill). Deductible is a fixed threshold that must be crossed before coverage starts (e.g., first ₹3 lakh not covered).

What is the difference between top-up and super top-up?

Top-up requires a single hospitalization to exceed the deductible. Super top-up counts all hospitalizations in a year toward the deductible-more flexible and recommended.

What is the difference between exclusion and waiting period?

Exclusions are permanently not covered. Waiting periods are temporarily not covered-the condition becomes claimable after the waiting period ends.

What is the difference between cashless and reimbursement claims?

Cashless: Insurer pays hospital directly. Reimbursement: You pay first, then claim refund. Cashless is simpler but requires network hospital.

What is the contestability period in insurance?

First 3 years when insurers can investigate and reject claims for non-disclosure. After this, only fraud can lead to rejection (not ordinary non-disclosure).

What is portability in health insurance?

Ability to switch insurers while keeping benefits like NCB and waiting period credits. Must be requested during renewal window.

What does loading mean in insurance?

Extra premium charged because you're higher risk-due to health conditions, BMI, smoking, or dangerous occupation.

What is the difference between rider and add-on?

Same thing-additional coverage options purchased along with base policy. Common examples: critical illness rider, accidental death benefit.

What is restoration benefit?

Replenishes your sum insured after a claim exhausts it, usually for a different illness or family member than the original claim.


Disclaimer: Definitions simplified for understanding. Always refer to your specific policy wording for exact terms and conditions.

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