Glossary / Pricing & limits / Self-Insured Retention (SIR)

Self-Insured Retention (SIR)

Also known as: SIR · Retention

Pricing & limits

An amount the insured pays directly on a claim before the insurance policy begins to respond.

A self-insured retention (SIR) is the portion of a loss the policyholder must pay out of pocket before the insurer's coverage applies. It resembles a deductible but works differently: with an SIR, the insured typically handles and pays claims up to the retention amount itself, and the insurer's duties (including, in many forms, the duty to defend) begin only above it. SIRs are common on larger or higher-risk programs and on certain liability and professional lines. Choosing a higher SIR lowers premium but increases what you pay on each claim, so it is a deliberate risk-financing decision.

Where you'll see it

PolicyDeclarations pageQuote

Why it matters for your business

  • An SIR changes who handles and pays a claim first, which is a key difference from an ordinary deductible.
  • A higher SIR lowers your premium but raises your out-of-pocket cost per claim.
  • On some forms the insurer’s duty to defend does not begin until the SIR is exhausted, so cash flow matters.
  • Contracts and additional insureds sometimes object to large SIRs, so check requirements before binding.

People also ask

What is a self-insured retention?

A self-insured retention (SIR) is the amount you pay on a claim before your insurance responds. Unlike a deductible, you usually manage and pay claims yourself up to the SIR, and the insurer’s coverage, and often its duty to defend, begins above that amount.

What is the difference between an SIR and a deductible?

With a deductible, the insurer typically pays the claim and then bills you back for the deductible, and the insurer usually defends from the first dollar. With an SIR, you generally handle and fund the claim up to the retention, and the insurer’s obligations begin only once the SIR is met.

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Definitions are educational and may be modified by your specific policy language, endorsements, and state rules. For regulatory guidance, refer to the California Department of Insurance or the NAIC.

Reviewed by Andrei Craciunescu, CA Licensed Insurance Broker #4467994

Last updated: July 2026.