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Think of an insurance company like a business that collects money (premiums) today and promises to pay out later (claims). Their accounts are special because the timing mismatch between income and outgo is huge — that's why they follow IRDA (Preparation of Financial Statements and Auditor's Report of Insurance Companies) Regulations, 2002 along with the Insurance Act, 1938.

There are two distinct types: Life Insurance and General (Non-Life) Insurance. Their financial statements look different because the business model differs. A Life insurer deals with long-term contracts (10–30 years), while a General insurer (fire, marine, motor) deals with short-term annual policies. Both must prepare: (1) a Revenue Account (also called Form A-RA for Life, Form B-RA for General), (2) a Profit & Loss Account, and (3) a Balance Sheet. The Revenue Account is unique to insurance — it captures all policyholder-related income and expense.

The most exam-critical concept in General Insurance is the Unexpired Risk Reserve (URR) — a provision for the portion of premium that relates to the unexpired period of the policy. Under IRDA Regulations, URR is maintained at 50% of net written premium for Fire and Miscellaneous classes, and 100% for Marine Cargo. Net premium = Premium written − Reinsurance ceded. The logic: if you collect ₹1 lakh premium for a 1-year fire policy on 1 October, by 31 March (year-end) only 6 months have elapsed — so ₹50,000 is 'unearned' and must be reserved. Claims in the Revenue Account include claims paid + closing outstanding claims − opening outstanding claims. Watch out for IBNR (Incurred But Not Reported) claims — these are estimated and added to outstanding claims.

For Life Insurance, the key item is the Actuarial Valuation — an actuary determines the Net Liability (present value of future claims minus future premiums). The surplus or deficit from this valuation determines how much can be transferred to shareholders. Commission is shown separately; management expenses are capped under IRDA norms. This is asked frequently as a 6–8 mark preparation question — especially treatment of URR, outstanding claims, and the format of the Revenue Account.

📊 Worked example

Example 1 — General Insurance: Unexpired Risk Reserve & Revenue Account (Fire)

The following data relates to Bharat General Insurance Co. Ltd. for the year ended 31 March 2025:

| Particulars | ₹ |

|---|---|

| Fire premiums written (gross) | 80,00,000 |

| Reinsurance premium ceded | 20,00,000 |

| Opening URR (1 Apr 2024) | 25,00,000 |

| Claims paid during the year | 18,00,000 |

| Outstanding claims (opening) | 4,00,000 |

| Outstanding claims (closing) | 6,00,000 |

| Commission paid | 5,00,000 |

| Management expenses | 8,00,000 |

Step 1: Net Written Premium

= Gross Premium − Reinsurance ceded

= ₹80,00,000 − ₹20,00,000 = ₹60,00,000

Step 2: Closing URR (Fire = 50% of net written premium)

= 50% × ₹60,00,000 = ₹30,00,000

Step 3: Premiums Earned (Net)

= Net Written Premium + Opening URR − Closing URR

= ₹60,00,000 + ₹25,00,000 − ₹30,00,000 = ₹55,00,000

Step 4: Claims Incurred (Net)

= Claims Paid + Closing Outstanding − Opening Outstanding

= ₹18,00,000 + ₹6,00,000 − ₹4,00,000 = ₹20,00,000

Revenue Account (Extract):

| Income | ₹ | Expenditure | ₹ |

|---|---|---|---|

| Premiums Earned (Net) | 55,00,000 | Claims Incurred (Net) | 20,00,000 |

| | | Commission | 5,00,000 |

| | | Management Expenses | 8,00,000 |

| | | Operating Profit | 22,00,000 |

| Total | 55,00,000 | Total | 55,00,000 |

---

Example 2 — Marine Cargo: URR = 100%

Sunrise Marine Insurance Co. writes ₹40,00,000 gross marine cargo premium; reinsurance ceded = ₹10,00,000. Opening URR = ₹28,00,000.

Net Written Premium = ₹40,00,000 − ₹10,00,000 = ₹30,00,000

Closing URR = 100% × ₹30,00,000 = ₹30,00,000

Premiums Earned = ₹30,00,000 + ₹28,00,000 − ₹30,00,000 = ₹28,00,000

Note: The 100% URR rule for marine cargo means almost no premium is 'earned' in excess of what was held before — a significant charge to Revenue Account.

⚠️ Common exam mistakes

  • Applying 50% URR to Marine Cargo — Students use 50% for all general insurance classes. Remember: Marine Cargo = 100%, Fire & Miscellaneous = 50%. Marine Hull is also 100%. Memorise the exception.
  • Forgetting to adjust for Reinsurance before calculating URR — URR is always on net written premium (after deducting reinsurance ceded), not gross premium. Applying 50% on ₹80 lakhs instead of ₹60 lakhs is a classic 2-mark error.
  • Wrong claims formula — Many students write only 'claims paid' in the Revenue Account. The correct figure is: Claims Paid + Closing Outstanding Claims − Opening Outstanding Claims. Think of it like a debtors adjustment — you're accruing for what's owed.
  • Confusing Revenue Account with P&L — The Revenue Account shows policyholder operations (premiums, claims, commission). The P&L Account shows investment income, interest, and the operating surplus transferred from the Revenue Account. Don't mix them up.
  • Ignoring the Life vs General distinction — In Life Insurance there is no URR; instead you have Actuarial Valuation of Liabilities. Writing URR for a Life Insurance question, or writing 'actuarial surplus' in a General Insurance question, will lose you marks instantly.
📖 Reference: Insurance Co. — Institute of Chartered Accountants of India
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