(1) Basic conditions for declaration

1, with a business license issued by the administrative department for industry and commerce;

2, with a certain scale of insurance agency business sources directly related to the main business;

3. Having a fixed business place;

4. It has convenient conditions for direct access to insurance agency business in its business premises.

To apply for the qualification of part-time insurance agency or increase the types of part-time insurance agency, in addition to banking institutions, the insurance company that intends to establish a part-time agency relationship should be entrusted to our bureau.

(2) application materials

1, request for instructions for applying for the qualification of part-time insurance agent or increasing the types of insurance agents;

2. Application Form for Part-time Agency Qualification (attachment 1);

3. A valid copy of the industrial and commercial business license;

4. A valid copy of the Organization Code Certificate;

5. Letter of entrustment;

6, part-time agency credit questionnaire (Annex 2, commissioned by the insurance company to establish a part-time agency relationship to investigate and put forward)

7. The financial statements of the previous year (or the latest period) stamped with the company seal.

8. Photos of business premises.

A part-time banking agency only needs to provide the application materials of1-4; An insurance company shall collect materials 7 and 8 as attachments when filling out a questionnaire on the credit status of a part-time agency. If the application materials do not meet the requirements, our bureau will not accept them.

(three) the declaration of insurance and related reporting institutions.

1, life insurance

(1) Long-term life insurance: banks (including credit cooperatives, the same below), postal services and other institutions.

(2) Health insurance: banks, postal services and other institutions.

(3) personal accident insurance: Travel Agency; Transport units such as ports, railways, civil aviation and highway passenger transport; Air ticket sales company; Other units whose main business scope includes "tourism or passenger transport" and other businesses.

An institution applying for personal accident insurance, an insurance company shall ensure that the part-time agency to be applied for complies with the Business Standards for Personal Accident Insurance issued by the CIRC of China in terms of document management, billing management and sales behavior.

2. Property insurance

(1) Enterprise property insurance: banks, guarantee companies and other institutions.

(2) Family property insurance: banks, property management and other institutions.

(3) Construction engineering and installation engineering insurance: real estate development, architectural design and construction institutions.

(4) Cargo transportation insurance: logistics companies, freight companies and units whose main business scope includes "cargo transportation" or "freight forwarding"; The main business scope includes "wholesale and retail" and the wholesale and sales business has reached a certain scale.

(5) Motor vehicle insurance: the main business scope includes "automobile sales, repair and maintenance" 4S car shops, first-class garage, banks, guarantee companies and other institutions that handle automobile loans.

(6) Property insurance directly related to loan business: banks, guarantee companies and other institutions.

(7) Other insurances: such as ship insurance, liability insurance, guarantee insurance, credit insurance, agricultural insurance, etc. are highly specialized, and case-by-case examination and approval shall be implemented in principle.

(4) the scope of disapproval

1, if it does not meet the basic conditions for declaration, it will not be allowed.

2. If a legal person institution fails to obtain the qualification of part-time insurance agency or fails to carry out agency business normally, its branch shall not grant permission to apply for part-time insurance agency.

Two, "insurance agency business license" renewal matters.

The validity period of the License for Concurrent Insurance Agency Business is 3 years, and the concurrent insurance agency shall apply to our bureau for renewal 2 months before the expiration of the validity period. Each insurance company shall promptly notify the relevant part-time agency to handle the replacement, and the insurance part-time agency shall provide the following materials when applying for replacement:

(1) A report on the renewal of the License for Concurrent Insurance Agency Business;

(two) the application form for replacement (Annex 3);

(3) A valid copy of the business license;

(4) A valid copy of the Organization Code Certificate;

(5) If the original License for Concurrent Insurance Agency Business is lost, the original newspaper announcing that it is lost and invalid shall be provided.

(6) The latest commission tax invoice and business statement.

The license for concurrent insurance agency of the original concurrent insurance agency has expired, and if it fails to apply for replacement on schedule, the qualification for concurrent insurance agency will automatically become invalid, and all insurance companies shall not continue to entrust its insurance agency business; Institutions that need to continue to engage in part-time insurance agency business must re-apply for the qualification of part-time insurance agency to our bureau.

Three, other special forms of part-time agency qualification approval

If an insurance company entrusts a part-time agency to carry out telephone sales of life insurance products or online sales of insurance products, it shall abide by the relevant provisions of the China Insurance Regulatory Commission, and the Insurance Regulatory Bureau will examine and approve such institutions on a case-by-case basis and conduct on-site acceptance.

If an insurance company applies for mutual concurrent agency, according to the spirit of the Notice on Regulating the Related Matters of Mutual Agency Business of Insurance Companies (No.325 of China Insurance Regulatory Commission [20/KLOC-0]), the mutual agency of insurance companies may not be limited to the group companies, and the relevant insurance companies shall apply to our bureau on the premise that the head office has obtained the concurrent agency license.

Fourth, other matters needing attention

1. An insurance company may not entrust an institution that has not obtained legal qualifications to engage in insurance sales activities (including an intermediary institution that has not applied for a new insurance concurrent agency business license due).

2. An insurance company shall not use a part-time agency to engage in illegal activities such as fictitious insurance intermediary business or fabricating surrender.

Accepting unit: Local Insurance Regulatory Bureau.

Extended reading: How to buy insurance, which is good, and teach you how to avoid these "pits" of insurance.