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内地客户到香港购买保险流程详情介绍

内地客户到香港购买保险,一般的流程如下:

1. 可以先找公司的理财顾问沟通,注意是要真正在香港保监会注册的理财顾问,这样对于客户才最有保障。经过沟通和了解情况后,理财顾问会出计划书,然后再和客人交换意见,解释计划书,如果需要,还会按客人的反馈和需要,修改计划书,最终确定下来。

2. 确定了计划书后,就可以安排时间,和理财顾问预约到香港签单的时间。申请办理到香港的港澳通行证。请注意任何在香港之外出售和签约的保险,被称作”地下保单“,不受法律保护,请务必本人前往香港签约;

3. 到公司后,先会和理财顾问一起将所需要提交的申请资料在办公司填好,然后再一起到公司专门接待内地客户的验证部门验一下证件,交保费;

4. 交完保费后,整个申请初步就完成了。公司在收到申请后,会进行核保,如果没问题,就会出正式保单;

5. 保单出来后,理财顾问会亲自送给客户或者通过快递发给客户,整个申请就完成,保单生效;

6.续保时,部分香港的保险公司可以提供内地银联卡付款,或者电汇;

7.发生理赔时,只要填写相关表格,并按照要求提供相关资料,快递给理财顾问处理跟进即可。

未经允许不得转载:iang签证,inag续签,iang续签攻略,香港iang续签规律,香港iang签证续签条件 » 内地客户到香港购买保险流程详情介绍

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