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    Please use this identifier to cite or link to this item: http://tkuir.lib.tku.edu.tw:8080/dspace/handle/987654321/93930

    Title: 我國保經代公司簽署人制度之探討
    Other Titles: Study of the authorized signatory system of insurance brokers and agents in Taiwan
    Authors: 蔡宏智;Tsai, Hung-Chih
    Contributors: 淡江大學保險學系保險經營碩士在職專班
    Keywords: 保險代理人;保險經紀人;保險代理人管理規則;保險經紀人管理規則;Insurance proxy;Insurance Agent;regulations of insurance proxy;regulations of insurance agents
    Date: 2013
    Issue Date: 2014-01-23 13:41:57 (UTC+8)
    Abstract: 近十年保險行銷通路轉變,特別是自民國90年銀行保險興起後,紛紛成立保險代理人或保險經紀公司,積極的行銷動能與快速的成長在保險業務市場上已佔有相當的地位,使得主管機關對保險輔助人產業的監理強度及對於消費者投保權益的保護也格外重視。
    一、 擔任簽署人應具備一定資歷
    二、 修改要保書業務員欄位
    三、 訂定簽署人數增聘標準
    四、 增加教育訓練時數與課程內容
    五、 簽署人應落實親自簽署
    六、 考試合格標準宜採分科及格保留制
    In recent decade, the marketing channels of insurance have changed. Especially since 1981s when banking insurance industry rose, many insurance agents or agencies have established and joined in the market. The active marketing dynamic and fast grow is taking a certain position; therefore, the competent authority particularly pays more attention on the supervising strength of the insurance agents business and the protection of the clients’ insuring rights.
    The purpose of the study is to investigate the function and the system of the signatory in the managing rules of our insurance proxy and agents. Besides addressing the difficulties that the signatory is facing when executing business, the thesis compares the differences of our system and that of other countries through literature and rules of insurance agents. The results are generated and analyzed from investigating through questionnaires of the same business. It is hoped that the suggestions and the conclusions of the thesis can help developing the insurance agent business and be the references for the competent authority or the unions.
    The practice of the system of the signatory has the positive meaning in the operation and management of the insurance proxy and agency. Create a good insurance business environment so that the consumers can trust and respect the insurance agents. In view of this, the thesis proposes several points for reference:
    1. The signatory must have a certain experience
    2. Amend the agent column on the insurance proposal
    3. Stipulate the recruitment standard of the number of the signatory
    4. Increase educational training hours and courses
    5. The signatory should sign in person
    6. The passing standard of the exams should adapt subject-oriented passing retention system
    Appears in Collections:[保險學系暨研究所] 學位論文

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