Skip to main content
Back to glossary

Glossary

Down Payment

The initial payment an insured makes to put a policy in force, with the balance paid through instalments or premium finance.

The down payment is what binds coverage under an instalment or financed arrangement — typically a stated percentage of the annual premium, collected before the effective date.

It frequently generates the first commission transaction on a policy, at a proportion that does not match the full-term commission rate. Reconciling it requires knowing the payment plan, not just the premium and the schedule.

See also

  • Installment PlanA carrier-offered schedule allowing an insured to pay premium in periodic instalments rather than in a single payment.
  • Premium FinanceA lending arrangement in which a third party pays a policy's premium up front and the insured repays it in instalments w
  • Effective DateThe date on which coverage under a policy or endorsement begins.

Ready to stop drowning in spreadsheets?

See how Policy Balance Hub can automate premium reconciliation for your agency. Start the trial in minutes — or request a personalized walkthrough.

14-day free trial (up to 100 policies, 3 users). No credit card required.