Texas General Lines — Property and CasualtyPersonal LinesHard

An insured has a Personal Umbrella Policy with a $1,000,000 limit and a $10,000 Self-Insured Retention (SIR). They are found liable for a personal injury claim of $750,000. Their underlying Homeowners policy has a liability limit of $300,000. How much will the Personal Umbrella Policy pay for this claim?

  1. A$750,000
  2. B$450,000
  3. C$440,000
  4. D$740,000
Show answer & explanation

Correct answer: B. $450,000

The umbrella policy acts as excess coverage over the underlying policy. The underlying Homeowners policy pays its limit of $300,000. The remaining claim amount is $750,000 - $300,000 = $450,000. Since this remaining amount is covered by the umbrella's $1,000,000 limit and is not subject to the SIR (because an underlying policy was exhausted), the umbrella policy will pay $450,000. The SIR only applies when there is no underlying coverage.

Why the other options are wrong

  • A. This would be the total claim, not what the umbrella pays after the underlying policy.
  • C. This calculation is incorrect. $750,000 - $300,000 (HO) - $10,000 (SIR) = $440,000. The SIR does not apply here.
  • D. This would be the amount if the HO policy paid only $10,000, which is incorrect.

Personal Umbrella Policy (PUP) - Excess Coverage

A Personal Umbrella Policy provides additional liability coverage beyond the limits of underlying policies (e.g., auto, homeowners). It 'sits over' these policies, paying when their limits are exhausted.

  • Provides high limits of liability coverage.
  • Acts as excess over underlying policies.
  • Self-Insured Retention (SIR) applies when no underlying policy covers the loss.

Memory trick: The umbrella catches what the smaller policies can't hold.

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