ISO BUSINESS INCOME (AND
EXTRA EXPENSE) COVERAGE FORM SAMPLE INSURANCE PROPOSAL LANGUAGE
(December 2025)
PF&M subscribers are
permitted to reprint the following sample insurance proposal language for their
commercial insurance presentations in any manual or electronic format. Any
other use requires permission from The Rough Notes Company, Inc.
The following paragraph
or similar language must be included in all insurance proposals:
Disclaimer:
The information provided in this sample proposal language does not represent
the exact contract terms of the policy. Consult the actual policy for exact
definitions, conditions, coverages, exclusions, and limitations. Coverage may
vary based on the company's underwriting guidelines and practices.
This proposal language
is not meant to be a comprehensive insurance proposal. However, it should
include the following client-specific sections:
The goal of an
insurance proposal is to summarize potential coverages rather than repeat the
actual policy. The sections highlighting the policy's unique coverages are
often the most compelling during your proposal and sales process. You can
customize coverage examples to address each customer's specific needs. However,
exercise caution when altering any proposal language to prevent unintentionally
broadening coverage beyond what the policy intends.
For a comprehensive
account proposal, combine this with proposals covering other lines of business,
such as commercial property, liability, crime, umbrella, and workers
compensation.
Related Articles:
ISO
Time Element Coverage Forms Available Endorsements and Their Uses
ISO Time
Element Coverage Forms Endorsements Checklist
All business operations
can face financial challenges if their usual revenue stream is disrupted. When
revenue stops due to direct damage to on-premises property caused by a covered
cause of loss, the Insurance Services Office (ISO) Business Income (and Extra
Expense) Coverage Form offers support.
This coverage protects
against loss of business income and extra expenses at the insured premises. For
this coverage to apply, there must first be a covered property damage loss as
outlined in the policy.
Business Income
consists of two separate components:
·
First
is the net profit or loss that would have been generated if there had been no
direct property damage. For manufacturers, this also includes the net sales
value of their product.
·
Second
are the operating expenses that continue after the physical loss, such as
payroll expenses.
The insurance company
covers the actual business income loss faced by the named insured if operations
are suspended during the restoration period. The suspension must result from
direct physical damage or loss to covered property caused by a covered peril at
an insured location with a specified business income coverage limit.
Extra Expense Coverage
also applies when a limit for Business Income is specified on the declarations.
This covers the costs the insured incurs during the restoration period that
they would not have incurred if there had not been a covered direct physical
loss to covered property.
The insurance company
also covers additional expenses the named insured incurs to maintain operations
at the insured premises or a temporary or replacement location. It also
reimburses costs that help reduce business disruption if operations cease.
Additionally, it covers extra costs to speed up the repair or replacement of
property, provided they reduce the loss of business income.
There are three types
of causes of loss forms available. The basic and broad forms specify the causes
of loss covered, while the special form includes any cause of loss not limited
or excluded.
Basic Form
This form includes causes of loss from:
·
Fire
·
Lightning
·
Explosion
·
Windstorm
·
Hail
·
Smoke
·
Aircraft
·
Vehicles
·
Riot
·
Civil
Commotion
·
Sprinkler
Leakage
·
Vandalism
·
Sinkhole
Collapse
·
Volcanic
Action
Broad Form
This form includes all
of the causes of loss from the Basic form, plus the following:
·
Breakage
of Glass
·
Falling
Objects
·
Weight
of Snow
·
Ice
·
Sleet
·
Water
Damage
Special Form
This form includes any
cause of loss that is not explicitly excluded or limited. If it is neither
excluded nor limited, it is considered included.
Exclusions are part of
every insurance policy. Understanding these exclusions in advance is crucial so
that additional coverage can be purchased or cash reserves can be allocated to
cover such losses. All covered causes of loss forms are subject to the
following exclusions.
Ordinance or Law
This refers to any
increase in the cost of a loss caused by ordinances or laws that are enforced
or must be complied with. This exclusion applies even if the building must be
demolished and rebuilt to meet new building codes and ordinances that were not required
when the building was originally constructed.
Earth Movement
This includes any form
of earth movement, such as earthquakes, mudslides, mudflows, and volcanic
eruptions. There is a limited exception for loss or damage caused by volcanic
activity or sinkhole collapse.
Governmental Action
This is when the
government seizes property for any reason and damages it. An exception applies
when the damage is done intentionally to prevent the spread of a covered fire.
Nuclear Hazard
This applies to any
loss or damage resulting from nuclear radiation, radioactivity, or related
events.
Utility Services
This is when a utility
service fails due to an issue at a location away from the insured's premises.
Coverage also excludes problems on the insured’s premises caused by
utility-owned equipment that delivers the utility service from off-site to the
insured’s property.
War and military action
This includes any and
all types of war, military operations, and related activities.
Water Damage
This includes any and
all types of water loss, including floods, sewer and drain backups, wind-driven
rain, and similar events.
Mold, Mildew, And
Fungus
This includes property
damaged by mold, mildew, or fungus. However, this exclusion does not apply if
the damage results from a covered fire loss.
Because of the
extensive range of the special causes of loss form, additional exclusions are
needed to control insurance costs. Many exclusions pertain to losses considered
typical business expenses. Some are for catastrophic losses, while others are
better addressed with specialized coverage or policies.
The following loss
events are excluded:
·
Artificially
generated electrical arcing
·
Delay
or loss of market
·
Smoke
used for agricultural or industrial smudging
·
Wear
and tear
·
Settling,
cracking, and shrinking
·
Animal
infestations
·
Mechanical
and machinery breakdowns
·
Marring
and/or scratching
·
Steam
boiler explosion
·
Water
seepage lasting more than 14 days, causing loss or damage without the insured taking action or notifying anyone.
·
Loss
or damage by water caused by plumbing or other building systems freezing if
heat isn't maintained or water systems aren't drained in unheated buildings.
·
Dishonest
acts committed by the named insured, its partners, employees, or others
entrusted with property.
·
Fraud,
trickery, or deception by others against the insured or employee resulting in
covered property being handed over to the perpetrator and lost.
·
Property
in the open that can be damaged by rain or other weather conditions.
·
Pollutant
discharge of any kind except as specified in Additional Coverages.
·
Failure
of the insured to save and protect damaged property from additional damage.
·
Weather
conditions causing an excluded loss to covered
property. An exception applies for any subsequent loss if a covered cause of
loss results.
·
Acts
or decisions, including inaction, by any individual, group, organization, or
government entity that led to or caused loss or damage. An exception is made if
a subsequent loss results from a covered cause of loss.
·
Faulty,
inadequate, or defective planning, design, materials, or maintenance that
causes loss or damage. An exception applies if a covered cause results in
subsequent loss or damage.
Electronic data
consists of facts, information, or computer programs stored on or transferred
to and from computer software or other media used with electronically
controlled devices.
The following
additional coverage is included at no extra charge. Each coverage has its own
insurance limit, coverage description, limitations, and exclusions.
Civil Authority
This covers actual
business income losses and extra expenses caused by civil authorities blocking
access to the covered location. Such action must result from:
·
Direct
physical damage to nearby property caused by a covered peril; and,
·
Affected
property must be within one mile of the insured location.
There is a 72-hour
waiting period, and coverage lasts up to four weeks.
Alterations and New
Buildings
This covers actual loss
of business income and extra expenses incurred due to physical damage at the insured
location caused by a covered peril, affecting any of the following:
·
New
buildings or structures, either completed or still under construction.
·
Changes
or additions made to existing buildings or structures.
·
Property
on or within 100 feet of the insured building used for construction or
incidental to the occupancy of new buildings.
Extended Business
Income
This coverage extends
loss of business income protection for an additional 60 days after the business
has been restored and operations resume, allowing activity and income to return
to pre-loss levels.
Interruption of
Computer Operations
This coverage safeguards against financial losses from business income
disruption and/or extra expenses resulting from direct damage to electronic
data.
·
$2,500 limit applies.
·
It includes the same items as those covered under
the Additional Limitation–Interruption of Computer Coverage.
·
An annual aggregate limit applies.
o This means, regardless of how many losses or locations are involved, once
the limit is exhausted, no further coverage is available for the remainder of
that term.
·
Coverage ends once the restoration period is over,
even if the limit has not been reached.
·
The limit can be increased.
·
Limited causes of loss are applicable.
·
Covered
property with at least 50% coinsurance can be extended to newly acquired
locations, excluding fairs or exhibitions.
·
Maximum
coverage amount is $100,000.
·
Acquisition
must be reported to the insurance company within 30 days of purchase or, if new
construction, after construction begins.
·
The
maximum payment for any single event is limited to the amount specified in the
declarations.
·
Loss
payments for coverage related to Alterations and New Buildings, Civil
Authority, Extra Expenses, or Extended Business Income are included in this
limit and are not separate.
·
Coverage
limits for Interruption of Computer Operations and Newly Acquired Locations are
separate and do not count toward the Limit of Insurance specified in the
Declarations.
This section applies
after a loss. Each party to the contract must act in accordance with the
specified conditions. These are mandatory, not optional.
Appraisal
This clause explains
how the insured and the insurer can resolve disputes and determine the amount
of loss.
Duties in the Event of Loss
or Damage
This condition
describes what the insured must do after a loss to protect property, prevent
further damage, and maintain coverage.
Loss Determination
This provision
describes how the insurance company handles and reimburses losses. It
specifically covers business income loss, extra expenses, the restoration of
normal business functions, and failure to resume operations.
Not Resuming Operations
This condition
clarifies that the insurance company will not pay more for a business income
loss than it would have owed if the insured had resumed operations as quickly
as possible following a loss.
Loss Payment
This condition
specifies that payment for a loss is issued within 30 days after the insurance
company receives a signed proof of loss, as long as both parties agree on the
loss amount or an appraisal award has been established.
Coinsurance is an
agreement where the named insured agrees to keep a specific percentage of
expected earnings as their insurance limit. If this agreement is violated
during a loss, a penalty is imposed. This condition explains how the penalty is
calculated and applied.
The following optional
coverages are included when they are listed on the declarations. When any of
the first three options are selected, no coinsurance penalty applies.
Maximum Period of
Indemnity
Coverage for business
income loss and extra expenses applies either for 120 days after the
restoration period begins or until the insurance limit on the declarations is
exhausted.
Monthly Limit of
Indemnity
A percentage shown by
the fractions 1/3 (33 1/3%), 1/4 (25%), or 1/6 (16 2/3%) must be entered on the
declarations. If a loss occurs, only the percentage of the insurance limit is
available to cover losses within each 30-day period. Payments stop once the
monthly limit is reached and do not resume until the next month. This cap
remains in effect until the limit is exhausted.
Business Income Agreed
Value
This option offers the
advantage of applying a coinsurance credit to the rating without the risk of a
penalty at the time of loss. The agreed value clause expires, and the
coinsurance condition is reinstated unless a new worksheet is submitted every
12 months or whenever limits change.
Extended Period of
Indemnity
Additional
Coverages–Extended Business Income extends coverage for 60 days after business
operations resume. This optional coverage extends coverage beyond 60 days to
the number specified on the declarations.
Refer to the coverage form for the
definitions.