California Life-Only & Accident and Health AgentAccident and Health InsuranceHard

A client is applying for a new individual health insurance policy. During the underwriting process, the insurer discovers that the client has a pre-existing heart condition that was not disclosed on the application. The insurer decides to issue the policy but with a higher premium and an exclusion rider for any claims related to the heart condition. What is this underwriting decision known as?

  1. AStandard Risk
  2. BPreferred Risk
  3. CPolicy Declined
  4. DSubstandard Risk with Rider
Show answer & explanation

Correct answer: D. Substandard Risk with Rider

When an insurer identifies a higher-than-average risk (substandard risk) due to a pre-existing condition, they may issue the policy but with modifications such as a higher premium (rated up) and an exclusion rider to eliminate coverage for that specific condition.

Why the other options are wrong

  • A. Standard Risk means the applicant is accepted at standard rates without modifications.
  • B. Preferred Risk means the applicant is exceptionally healthy and qualifies for lower premiums.
  • C. Policy Declined means the insurer refuses to issue the policy at all.

Substandard Risk (Health Insurance)

An applicant for health insurance who presents a higher-than-average risk to the insurer due to health history, occupation, or other factors. The insurer may issue the policy with modifications such as higher premiums (rated up) or exclusion riders.

  • Higher risk than average.
  • May result in higher premiums (rated up).
  • May include exclusion riders for specific conditions.

Memory trick: PREFerred STANDARD, SUBSTANDARD DECLINED.

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