China News Service, May 19, according to the website of the China Insurance Regulatory Commission, the China Insurance Regulatory Commission recently issued the "Notice on Implementing the Main Responsibilities of Insurance Companies and Strengthening the Management of Insurance Sales Personnel" and "Notice on Effectively Strengthening the Management of Employees of Insurance Professional Intermediaries" ( (Hereinafter collectively referred to as the two "Notices"). The two "Notices" clarify the regulatory requirements for the classification of sales capacity, promote the sales personnel's classification of sales capacity, urge insurance institutions to comprehensively examine the academic level, working experience, insurance product knowledge, and integrity records of employees, and promote the qualification of employees' sales capacity Construction.
Data map: Banking and Insurance Regulatory Commission. Photo by Jia Tianyong, China News Agency reporter
The two "Notices" are based on the "Insurance Law" and the three regulatory regulations of insurance agents, brokers, and estimators. They are closely integrated with the problems found in the clearance of employees in 2019, and closely follow the management of insurance institutions. The key point of responsibility is to clarify and clarify the liability of insurance institutions.
The "Notice on Implementing the Main Responsibilities of Insurance Companies and Strengthening the Management of Insurance Sales Personnel" establishes the basic principles for the implementation of legal and management responsibilities, proposes a sound management framework system, eliminates sales staff from "illness", and continuously improves the professionalism of sales staff. 8. Build eight levels of sales personnel sales capability grading system, establish a sales personnel team integrity system, continue to manage the quality of sales personnel data, severely punish according to law and serious accountability.
The "Notice on Effectively Strengthening the Management of Insurance Professional Intermediary Institutions" focuses on the characteristics and market positioning of insurance professional intermediary institutions, from comprehensively shouldering the responsibility of the management body, strengthening overall management, strict recruitment management, strict training management, and establishing a sales capacity classification system , Strict integrity management, solid foundation management, strict supervision and supervision have been clarified.
The main purpose of the two "Notices" is to emphasize the legal responsibility of insurance institutions for insurance practitioners such as insurance sales services and other insurance practitioners in accordance with the law, and to emphasize the responsibility for the management of these practitioners under the premise of legal liability. Emphasize the requirements of insurance institutions for the management of these employees in the whole process and all links.