Insurance & Finance · 3 months
Insurance Product Wording & Marketing Material Translation
Translated policy wordings, benefit illustrations, agent training and regulatory filings for Hong Kong/Macau market expansion.
- PSB Reg. No. 3101150909750
- TAC Institutional Member
- ISO 17100 Certified Quality
- Strict Enterprise NDA
Anonymized case - Languages
- 3
- Product lines
- 8
- Training satisfaction
- 96%
- Months
- 3
Background
The client serves cross-border consumers, finance, legal or public-facing scenarios where trust and compliant messaging drive conversion and risk control. “Insurance Product Wording & Marketing Material Translation” must preserve brand voice while adapting to local search, legal wording and user expectations.
A mainland life insurer entering HK/Macau needed policy wordings, benefit illustrations and agent sales scripts in Traditional Chinese and English per local insurance regulation.
Linguist assigned industry linguists, reviewers and a dedicated PM. Scope included Policy wordings, Training materials, Regulatory filings, etc.. Within 3 months, we delivered and QA’d 3 languages—achieving: HK/Macau regulatory filings passed first submission; 96% agent training satisfaction
Project challenges
Regulatory language
HK/Macau ordinance wording differs from mainland.
Legal precision
Exclusions and disclaimers must be rigorous.
Traditional Chinese
HK/TW terminology conventions.
Training sync
Final wordings aligned with agent training.
Our approach
Phased delivery balancing quality, compliance and timeline.
Regulatory & Jurisdictional Review
Audited target market insurance disclosure directives and statutory exclusion clauses.
Actuarial & Legal Terminology Pinning
Locked down precise phrasing for coverage limits, deductibles, riders, and beneficiary terms.
Back-to-Back Legal Review
Dual-pass verification by veteran insurance legal linguists and regulatory consultants.
Policy Typesetting & Certification
Replicated complex policy grid formatting and issued formal certified accuracy declarations.
Deliverables
Project highlights
Policy wordings
Life insurance structure and regulatory tone.
HK/Macau regs
Local filing requirements.
Traditional Chinese
HK/TW terminology.
Training bundle
Wordings and training delivered together.
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