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保险兼业代理人是目前保险市场中机构数量最大 ,情况最复杂 ,违规案件最多 ,监管最困难的部分。主要表现在兼业代理人数量多、分布广、管理难度大 ,新《保险法》取消“独家代理”限制后 ,兼业代理关系更为复杂 ,手工台账弊端甚多 ,后患无穷 ,因此 ,对保险兼业代理人实行电子化管理是一个方向 ,条件已基本具备。电子化管理的内容主要是许可证管理 ,代理关系管理 ,保险单证管理 ,台帐管理 ,培训管理 ,违规情况登记管理。管理的方法应着眼发展 ,总体规划 ,区别要求 ,分步实施。
The part-time insurance agent is currently the largest number of institutions in the insurance market, the most complex situation, the largest number of non-compliance, the most difficult part of regulation. Mainly manifested in the number of concurrent agents, the distribution of a wide range of management is difficult, the new “Insurance Law” to cancel the “exclusive agency” restrictions, the more complex agency relationship, the drawbacks of manual accounting, endless trouble, so The implementation of electronic management of part-time insurance agents is one direction and the conditions are basically met. The content of electronic management is mainly license management, agency relationship management, insurance document management, accounting management, training management, registration management violations. The method of management should focus on development, overall planning, different requirements, step by step implementation.