Anonymized case

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.

Result HK/Macau regulatory filings passed first submission; 96% agent training satisfaction
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Mutual NDA available on request · Industry QA standards applied

Languages
3
Product lines
8
Training satisfaction
96%
Months
3

Background

Industry: Insurance & Finance Timeline: 3 months Languages: Chinese, English, Traditional Chinese Services: Policy wordings, Training materials, Regulatory filings, etc.

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.

  1. 01

    Context & audience

    Content types, target users and delivery channels.

  2. 02

    Glossary & tone

    Vertical glossary and tone-of-voice guide.

  3. 03

    TEP & native polish

    Specialist linguists plus review and native polish as needed.

  4. 04

    Delivery & drops

    Ongoing updates aligned with campaigns or terms.

Deliverables

  • Policy wordings
  • Benefit illustrations
  • Training decks
  • Regulatory filings

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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