Lapse Rate

A persistency risk KPI. When the base is renewals due, lapse often complements retention (100% − retention) if definitions match.

Lapse % = lapses ÷ in-force (or renewals due) × 100.

Tip: Keep “Lapsed Policies” and “Base Policies” on the same basis (period, units, and population) before calculating Lapse Rate.

Cluster: Insurance hub · Finance hub · Business hub · Percentage guide

Lapse rate measures policies that terminated without renewal relative to the in-force or renewal-due base.

Enter lapsed policies and the base count (in force or up for renewal) for the same window.

Policies that lapsed
In-force or renewals-due base

Lapse Rate

Understanding Lapse Rate

How we calculate. Lapse % = lapses ÷ in-force (or renewals due) × 100. The form uses the same arithmetic as the worked examples on this page. See our methodology and accuracy policy.

Real-world scenario: A typical Lapse Rate case uses lapsed policies 120 and base policies 1000. Enter the same figures below to reproduce the worked path.

What is Lapse Rate?

A persistency risk KPI. When the base is renewals due, lapse often complements retention (100% − retention) if definitions match.

  • Label the base (in force vs due)
  • Same product cohort
  • Pairs with retention ratio

The Formula

Lapse Rate
Lapse rate % = (Lapsed policies ÷ Base policies) × 100

Worked Example

Scenario: 120 lapses; 1,000 policies up for renewal.
Step 1: 120 ÷ 1000 = 0.12
Step 2: × 100 = 12%
Answer: Lapse rate is 12%.

Common Use Cases

  • Persistency monitoring: book runoff
  • Pricing actions: shock lapse
  • Agency quality: involuntary vs voluntary lapse

Pro Tips

  • Separate non-pay vs insured-initiated
  • Exclude mid-term rewrites if SOP says so
  • Align with retention cohort

Limitations: Lapse Rate results are educational insurance and agency planning aids—not underwriting, actuarial, claims, or financial advice. Confirm statutory definitions with your carrier, regulator, and finance teams.

FAQ

Is lapse always 100% minus retention?

Only when both use the same renewal-due base and every non-renewal is counted as a lapse.

What if base policies is 0?

Lapse rate is undefined—enter a positive base count.

Authoritative References

For insurance ratio and reporting concepts, consult: