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保险中介协议书范本六篇.docx

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保险中介协议书范本六篇 1. 保险中介协议书范本 中文版: 双方一致同意,本协议由以下条款组成,旨在明确保险中介机构与客户之间的权利义务关系,具体内容如下: 第一条 保险中介服务内容 1.1 保险中介机构承诺为客户提供保险产品咨询、推荐、投保、理赔等相关服务。 1.2 客户有权根据自身保险需求选择保险中介机构提供的相关服务。 第二条 保险费用 2.1 客户应按照约定支付保险费用,并保证所提供的信息真实有效。 2.2 保险中介机构不得向客户收取任何额外费用,除非经双方另行协商一致。 第三条 信息保密 3.1 双方应对在履行协议过程中获取的客户信息和保密信息予以保密,未经对方同意不得向第三方透露。 3.2 在法律、监管机构要求披露信息的情形下,保险中介机构有权依法提供相关信息。 第四条 协议解除 4.1 若一方违反本协议约定,导致无法继续履行协议,另一方有权提前通知解除协议。 4.2 协议解除后,双方应根据协议约定,处理未完成的保险事务。 第五条 争议解决 5.1 双方在协议履行中发生争议,应通过友好协商解决;协商不成的,任一方可向有关部门申请斡旋或采取其他合法途径解决。 5.2 若涉及法律诉讼,应选择协议签订地法院进行诉讼解决。 中介机构:____________ (盖章) 客户:____________ (签名) 英文版: Both parties agree that this agreement consists of the following terms, which aims to clarify the rights and obligations between insurance intermediaries and clients. The specific contents are as follows: Article 1 Insurance Intermediary Services 1.1 The insurance intermediary undertakes to provide clients with services including insurance product consultation, recommendation, application, claims, and other related services. 1.2 Clients have the right to choose the services provided by the insurance intermediary according to their own insurance needs. Article 2 Insurance Fees 2.1 Clients shall pay the insurance fees as agreed, and ensure that the information provided is true and valid. 2.2 The insurance intermediary shall not charge any additional fees to clients unless otherwise agreed by both parties. Article 3 Confidentiality of Information 3.1 Both parties shall keep confidential the customer information and confidential information obtained during the performance of the agreement, and shall not disclose it to third parties without the consent of the other party. 3.2 In cases where information disclosure is required by law or regulatory authorities, the insurance intermediary has the right to provide relevant information in accordance with the law. Article 4 Termination of Agreement 4.1 If one party violates the agreement, resulting in the inability to continue to perform the agreement, the other party has the right to notify the termination of the agreement in advance. 4.2 After the termination of the agreement, both parties shall handle the unfinished insurance affairs in accordance with the agreement. Article 5 Dispute Resolution 5.1 In case of disputes between the parties in the performance of the agreement, they shall resolve the disputes through friendly negotiation; if negotiation fails, either party may apply for mediation from relevant departments or take other lawful means to resolve the disputes. 5.2 In case of legal proceedings, the court at the place of agreement signing shall be chosen for litigation resolution. Intermediary: ____________ (Seal) Client: ____________ (Signature) 2. 保险中介合作协议书范本 中文版: 双方为开展保险中介业务合作,特签订本协议,内容如下: 第一条 合作内容 1.1 甲方为保险中介机构,提供保险产品咨询、推荐、投保、理赔等服务;乙方为客户,获取保险服务和产品需求。 1.2 双方合作需遵守相关法律法规和监管要求,保证合法合规运营。 第二条 保险产品推荐 2.1 甲方应根据客户需求和风险承受能力向其推荐适合的保险产品,并明确告知产品条款、责任等内容。 2.2 乙方有权根据甲方推荐的保险产品选择购买或拒绝,自主决定购买行为。 第三条 保费支付 3.1 乙方应按照约定支付保险费用,并确保所提供的信息真实有效;甲方不得要求乙方支付额外费用。 3.2 甲方应妥善保管客户支付的保费,并按照约定时限办理相关手续。 第四条 信息保密 4.1 双方在合作中获取的客户信息和机密资料应予以保密,未经对方同意不得向第三方透露。 4.2 法律、监管机构要求披露信息的情形下,双方有权提供必要信息。 第五条 争议解决 5.1 双方在合作中发生争议,应通过友好协商解决,协商不成的,向有关部门寻求帮助或通过法律途径解决。 5.2 若需诉讼解决,应选择合作签订地法院进行诉讼。 中介机构(甲方):____________ (盖章) 客户(乙方):____________ (签名) 英文版: Both parties sign this agreement to carry out cooperation in insurance intermediary business, with the following contents: Article 1 Scope of Cooperation 1.1 Party A is an insurance intermediary institution, providing services such as insurance product consultation, recommendation, application, and claims; Party B is a client, obtaining insurance services and products. 1.2 Both parties shall comply with relevant laws, regulations, and regulatory requirements in the cooperation, ensuring legal and compliant operation. Article 2 Recommendation of Insurance Products 2.1 Party A shall recommend suitable insurance products to Party B according to their needs and risk tolerance, and clearly inform them of the product terms and responsibilities. 2.2 Party B has the right to choose whether to purchase or reject the insurance products recommended by Party A, and make independent purchase decisions. Article 3 Payment of Insurance Premiums 3.1 Party B shall pay the insurance premiums as agreed and ensure that the information provided is true and valid; Party A shall not demand any additional fees from Party B. 3.2 Party A shall properly manage the premiums paid by clients and handle related procedures within the agreed time limit. Article 4 Confidentiality of Information 4.1 Both parties shall keep confidential the customer information and confidential documents obtained during the cooperation, and shall not disclose it to third parties without the consent of the other party. 4.2 In cases where information disclosure is required by law or regulatory authorities, both parties have the right to provide necessary information. Article 5 Dispute Resolution 5.1 In case of disputes between the parties during the cooperation, they shall resolve the disputes through friendly negotiation; if negotiation fails, they may seek help from relevant departments or resolve the disputes through legal means. 5.2 In case of litigation, the court at the place of cooperation signing shall be chosen for litigation. Intermediary (Party A): ____________ (Seal) Client (Party B): ____________ (Signature) 3. 保险中介违约赔偿协议书范本 中文版: 鉴于保险中介机构(以下简称甲方)未按照合同约定履行职责,导致客户(以下简称乙方)损失,双方协商一致,签订本赔偿协议。 第一条 违约情形 1.1 甲方未按照合同约定向乙方提供保险中介服务,致使乙方未能及时获得相应权益而导致经济损失。 1.2 乙方在收到甲方违约通知后,有权要求甲方进行赔偿,并提供相关证据证明损失情况。 第二条 赔偿金额 2.1 在乙方提供足够证据的情况下,甲方应按照双方约定的方式进行赔偿,包括实际经济损失和相应的精神损害赔偿。 2.2 双方商定的赔偿金额应在签订本协议后的有效期内结算完毙。 第三条 争议解决 3.1 双方在履行本协议过程中发生争议,应通过友好协商解决,协商不成的,可寻求专业第三方协调解决。 3.2 若争议无法解决,需向法院提起诉讼解决,司法裁决为最终决定。 本协议自签署之日起生效,有效期至赔偿事宜完毕。本协议一式两份,甲乙双方各持一份。 甲方:____________ (签章) 乙方:____________ (签名日期) 英文版: Considering that the insurance intermediary institution (hereinafter referred to as Party A) has not fulfilled its responsibilities as agreed in the contract, resulting in losses to the client (hereinafter referred to as Party B), both parties have unanimously agreed to sign this compensation agreement. Article 1 Breach of Contract 1.1 Party A fails to provide insurance intermediary services to Party B as agreed in the contract, resulting in Party B failing to obtain corresponding rights in a timely manner and causing economic losses. 1.2 Party B has the right to request compensation from Party A upon receiving the notice of breach from Party A and provide relevant evidence to prove the extent of the losses. Article 2 Compensation Amount 2.1 Upon Party B providing sufficient evidence, Party A shall compensate according to the agreed method, including actual economic losses and corresponding compensation for mental damages. 2.2 The compensation amount agreed upon by both parties shall be settled within the validity period after the signing of this agreement. Article 3 Dispute Resolution 3.1 In case of disputes between the parties in the performance of this agreement, they shall resolve the disputes through friendly negotiation; if negotiation fails, they may seek professional third-party coordination for resolution. 3.2 If disputes cannot be resolved, litigation shall be initiated in court for resolution, and judicial decisions shall be final. This agreement shall come into effect from the date of signing and shall remain valid until the completion of the compensation matters. This agreement is made in duplicate, with each party holding one copy. Party A:____________ (Signature and Seal) Party B:____________ (Signature and Date) 4. 保险中介服务协议书范本 中文版: 鉴于甲方为乙方提供保险中介服务的需要,为明确双方权责,特订立本协议: 第一条 服务内容 1.1 甲方应按照乙方需求,提供保险咨询、产品推荐、投保、理赔等相关服务。 1.2 乙方有权根据自身需要选择接受或拒绝甲方提供的相关服务,甲方应尊重乙方的选择。 第二条 服务费用 2.1 乙方应按照约定支付服务费用,并确保所提供的信息真实有效。 2.2 甲方不得向乙方收取任何额外费用,并应如实说明服务费用组成及结算方式。 第三条 信息保密 3.1 双方对在履行协议过程中获取的客户信息和保密资料予以保密,未经对方同意不得向第三方透露。 3.2 在法律、监管机构要求下,乙方有责任提供必要信息予以披露。 第四条 协议解除 4.1 若一方违反本协议约定,影响履行协议的正常情况,另一方有权提前通知解除协议。 4.2 协议解除后,双方应妥善处理未完成的保险事宜。 本协议自双方签署之日起生效,有效期至服务需求终止。协议一式两份,双方各持一份。 中介机构(甲方):____________ (盖章) 客户(乙方):____________ (签名) 英文版: Considering the need for Party A to provide insurance intermediary services to Party B, this agreement is made to clarify the rights and obligations of both parties: Article 1 Scope of Services 1.1 Party A shall provide insurance consultation, product recommendation, application, claims, and other related services according to the needs of Party B. 1.2 Party B has the right to choose to accept or reject the relevant services provided by Party A according to their own needs, and Party A shall respect the choice of Party B. Article 2 Service Fees 2.1 Party B shall pay the service fees as agreed and ensure that the information provided is true and valid. 2.2 Party A shall not charge Party B any additional fees and shall truthfully explain the composition of the service fees and settlement method. Article 3 Confidentiality of Information 3.1 Both parties shall keep confidential the customer information and confidential documents obtained during the performance of the agreement and shall not disclose it to third parties without the consent of the other party. 3.2 In cases where disclosure of information is required by law or regulatory authorities, Party B has the responsibility to provide necessary information for disclosure. Article 4 Termination of Agreement 4.1 If one party violates the agreement and affects the normal performance of the agreement, the other party has the right to notify the termination of the agreement in advance. 4.2 After the termination of the agreement, both parties shall properly handle the unfinished insurance affairs. This agreement shall come into effect from the date of signing by both parties and shall remain valid until the termination of the service requirement. The agreement is made in duplicate, with each party holding one copy. Intermediary (Party A): ____________ (Seal) Client (Party B): ____________ (Signature) 5.
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