Agreed Value: “Market Value Dropped: Insuring Purchase Price.”

You bought a prospect for $50,000. Two years later, he hasn’t panicked out, has some arthritis, and is really only worth $15,000. He dies of colic. You have been paying premiums on $50,000 coverage. The insurer wants to pay you $15,000 (“Actual Cash Value”).

Key Takeaways

  • Agreed Value: This is the magic phrase. It means if the horse dies, they pay the face amount of the policy, regardless of current market value.
  • Actual Cash Value (ACV): Standard practice for some insurers. They pay the lesser of the policy limit or the current fair market value.
  • Justification of Value: To get Agreed Value, you must prove the horse is worth it (show record, training bills, purchase price) at renewal.
  • The Renewal Trap: If the horse is stepping down in level, you should lower the insured value to save premium. The insurer won’t tell you to do this.

The “Why” (The Trap): Over-Insurance

Insurers do not want you to profit from a horse’s death. If a horse is worth $5k but insured for $50k, it creates a “moral hazard” (you might want him dead).
The Clause:

“We will pay the Agreed Value stated in the Schedule… provided the value has been substantiated.”

The Investigation: Policy Types

I checked the wording for Markel and The Hartford.

Markel (Agreed Value)

  • Policy: They are strong on Agreed Value. Once they accept the value at the start of the policy term, that is the payout number for that year.
  • Requirement: You must submit a “Value Substantiation” form at renewal if the value exceeds the purchase price or if market conditions change.

Budget Carriers (ACV)

  • Policy: “Fair Market Value at time of death.”
  • Scenario: You bought him for $50k. He went lame. He died. They argue a lame horse is worth $1k. They pay $1k. You wasted years of premiums.

Comparison Table: Valuation Methods

ScenarioAgreed Value PolicyActual Cash Value (ACV) Policy
Horse Value Rises ($50k -> $80k)Pays $50k (Limit)Pays $50k (Limit)
Horse Value Falls ($50k -> $10k)Pays $50kPays $10k
Horse RetiredPays $50kPays Meat/Pet Value

[IMAGE: Chart showing Market Value line dropping vs. Agreed Value line staying flat]

Step-by-Step Action Plan

  1. Read the Definition: Does your policy say “Agreed Value” or “Actual Cash Value”?
  2. Update Value Annually: If the horse won a championship, raise the value. If he is semi-retired, lower the value to save premium money.
  3. Keep Records: Save show results and training invoices. This proves the value wasn’t just “sentimental.”
  4. Don’t Over-Insure: If you know the horse is worth less, lower the coverage. Paying premium on “phantom value” is throwing money away if the policy has an ACV clause.

FAQ

Can I insure for more than I paid?
Yes, if you put training into him. Usually, insurers accept a value increase of cost + training fees + show record.

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