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Agent

A company that sells products on behalf of an insurance company. Also known as intermediary.

Appointed lawyer

A legal firm appointed by a legal expenses insurance company to act on your behalf.

Claim reference

A unique reference number an insurance company will provide to you to identify your claim.

Cover excess

The amount that you have to pay towards the cost of any claim. Your policy wording will specify how much your cover excess is. Also known as policy excess.

Date of claim settlement

The day on which your claim is concluded or settled by the appointed representative. This may be different from the date the claim is closed.

Declinature

This is when an insurer declines a claim. This may be because the issue is not something that is insured under the policy or because there is a specific exclusion or condition that means that cover is not available.

Element of cover

The different areas of cover under a policy. Each element of cover in a legal expenses insurance policy relates to a different area of law, such as employment disputes or property disputes. Also known as head of cover.

Financial Conduct Authority

The conduct regulator for financial services firms and financial markets in the UK.

Held covered

Insurance cover that is in place on a temporary basis whilst an insurer is waiting for further information from the customer in order to confirm cover can be provided.

Insurance premium tax

A government tax added to insurance premiums.

Issue date

This is the date on which a lawyer first makes a request to a court or tribunal, asking them to hear a case.

Legal fees

Legal fees are what law firms charge for their services. This doesn’t include additional costs such as disbursement or expert reports. Under a legal expenses policy these costs would be included in the cover.

Minimum premium

The minimum amount of money an insurance company will allow a policy to be taken out for. This amount is usually based on how much it costs the insurance company to provide the service.

Part 36 offer

An offer to settle a claim made in accordance with court rules.

Preferred law firm

The law firm or barrister chambers that an insurer chooses to provide you with legal services. These legal specialists are chosen as they have the proven expertise to deal with the claim.

Process

The name for the court papers relating to a case.

Recoverability

The ability to recover any legal costs from the losing side of a legal dispute.

Underwriter

A specialist in risk who assesses how much coverage a potential policyholder should receive and how much they should pay for their policy.

Aggregate limit

A limit on the amount an insurer will pay out in total under a policy. For limits on individual claims, see limit of indemnity.

Appointed representative

A lawyer, accountant or other qualified person appointed by a legal expenses insurer to act on your behalf.

Claim type

The general area of law that a claim relates to; for example, a contract dispute or an employment dispute.

Costs and expenses

This can include a range of different things that your legal expenses insurer may pay for, including your representative’s fees, court fees, the costs of experts, legal costs if you are ordered to or agree to pay them.

Date of occurrence

The date on which the incident which led to your claim happened. For example, if you had an accident which led to a personal injury claim, the date of occurrence would be the date when the accident happened.

Disbursement

Expenses and fees which are not included in the lawyer’s legal fees, such as court fees or the lawyer’s travel costs. These won’t be covered under a no win no fee agreement, but may be covered by your legal expenses insurance.

Endorsement

A way for an insurance company to extend or restrict the cover provided under an insurance policy. It can be used to change specific conditions, exclusions, definitions or areas of cover.

Financial Ombudsman Service

A service that provides independent help to settle disputes between consumers or small businesses and UK-based businesses providing financial services such as banks, building societies, insurance companies and investment firms.

Hire provider

If your policy provides you with a hire vehicle while your car is off the road, the hire provider is the company that provides you with the car.

Insured incident

An event that is covered under the terms of the policy and accepted by the insurance company.

Issuing proceedings

The process of filing details of a claim at a court or tribunal. This happens after the case has been assessed, all evidence has been gathered and the defendant has been notified.

Limit of indemnity

The limit of indemnity is the maximum amount that your insurance will cover for a single claim.

No win no fee

An agreement where you will not have to pay the lawyer’s fees if you are not successful. This only relates to your lawyer’s legal fees and not disbursements or other costs you may be ordered to pay.

Period of insurance

The length of time for which the insured person is covered.

Premium

The money paid for an insurance policy.

Prospects of success

The percentage likelihood of a legal case being won. For many types of claims, the insurer must be confident that there is a 51% or higher chance of the case succeeding for an insurer to cover any legal fees.

Territorial extension

This is when an insurer agrees to extend the countries or areas where the insurance cover applies. For example, if the standard territorial limit is England and Wales, the insurer agrees that cover can be extended to include incidents that happen in the whole of the UK.

Uninsured Loss Recovery

Help to recover uninsured expenses (such as a policy excess or hire vehicle costs) when you are involved in a motor accident that was not your fault.

After the event (ATE) insurance

A policy you can buy to cover the costs of a legal dispute after it has arisen. This type of insurance is usually provided alongside a ‘no win no fee’ agreement with a legal firm.

Before the event insurance

What you would probably think of as “normal” insurance; it is legal expenses insurance that is purchased before anything that would lead to a claim has happened to protect you from the cost of problems in the future.

Conflict of interest

A situation where self-interest and professional or public interest clash – for example, when the same law firm is representing both parties in a dispute.

Date of accrual

The date that action that leads to a claim takes place. For example, the date of accrual for a contract dispute would be the date that the contract was breached and not the date that you became aware of the breach.

Date of policy inception

The date on which your policy starts covering you.

Discounted services

Legal services or legal representation that is not covered by the policy but is offered at a discounted rate to legal expenses insurance customers.

Exclusion

A term in a policy wording or insurance contract that specifies incidents for which an insurer is not willing to take on the insurance risk. For example, under a legal expenses policy, the insurer may be willing to cover contract disputes but not contracts that relate to the purchase of financial products.

Franchise limit

A specified minimum amount that you must have lost before your insurance cover applies. For example, a contract dispute might only be covered under a legal expenses policy if the minimum value of the contract in dispute is more than £250.

Indemnity

Protection or security against a financial loss.

Insured person

Anyone who is covered by the insurance policy. Each policy will have its own specific definition of an insured person.

Legal expenses insurance

An insurance policy which funds the costs of legal advice and/or the costs of fighting a legal dispute.

Litigator

A lawyer who specialises in taking action against individuals and companies, usually in court.

Panel of representatives

A legal expenses insurer will have a panel of lawyers and other legal experts they appoint to deal with claims; this is the panel of representatives. The panel will be assessed and monitored to ensure that they are providing the best level of service to customers.

Policyholder

The person or business who has taken out the insurance policy.

Proceedings

The process of hearing a claim in court or at a tribunal.

Prudential Regulation Authority

The prudential regulator for financial firms, including insurers, in the UK.

Territorial Limit

This is the physical limit of where an insurance policy applies. For example, your policy may only cover events that happen within the UK or the EU.

Waiting period

A period at the beginning of a policy wherein claims will not be covered; this is to prevent people from buying a policy when they know they are likely to have a claim soon. Waiting periods usually do not apply if you had similar cover in place before – e.g. If you have a new policy because you’ve changed insurer.