01
Client consultations
Speak with clients seeking Hong Kong insurance, understand their coverage goals and service needs, and arrange a consultation.
Initial discussion · Consultation planning
PACMONT · HONG KONG
Hong Kong insurance.Built for partnership.
PACMONT is a Hong Kong insurance brokerage welcoming channel partners. Connect clients with local support, from their first consultation to ongoing policy service.
Local expertise. Hong Kong.
Client needsPlan reviewOngoing care
22°17′ N · 114°10′ E
Hong Kong. Where we work for you.
WHO WE ARE
Your local team for Hong Kong insurance.
PACMONT is a Hong Kong insurance brokerage. We work with institutions and professionals whose clients need insurance support in Hong Kong, providing a clear connection between your client relationships and local service.
OUR PARTNERS
Introduce clients with a need and maintain client relationships.
PACMONT
Handle Hong Kong consultations, application coordination and ongoing service.
PARTNER SUPPORT
From first conversation to ongoing care.
Clear support at each stage of the Hong Kong insurance journey.
02
Product and plan review
Appropriately licensed persons compare products for the client's circumstances and explain coverage, terms and risks.
Product comparison · Plan explanation
03
Hong Kong coordination
Coordinate Hong Kong meetings, application documents and progress updates so clients know what to prepare at each step.
Meeting arrangements · Document follow-up
04
Ongoing policy service
Assist with policy enquiries, information updates and claims application follow-up as client needs continue after purchase.
Policy enquiries · Ongoing follow-up
Insurance recommendations, sales and other regulated activities must be carried out by appropriately licensed persons.
WHO WE PARTNER WITH
Your client relationships. Our Hong Kong support.
We welcome conversations with institutions and professionals serving families and business owners.
Relationships meet expertise
01
Institutional partnerships
Financial institutions and wealth teams
Banks, insurance businesses, wealth management firms and family offices connecting clients with Hong Kong insurance services.
02
Professional collaboration
Insurance and finance professionals
Professionals seeking Hong Kong support for their clients, collaborating within their respective qualifications and service scope.
03
Client introductions
Cross-border service firms and advisers
Immigration, education, property and other client service businesses introducing clients with a need for Hong Kong insurance.
Partnership arrangements depend on local requirements, qualifications and the actual scope of services.
HOW IT WORKS
Clear roles. A practical process.
Agree on the partnership before arranging client services.
Clarity at every step.PARTNERSHIP STEP 01 / 04
Discuss the partnership
Tell us about your business, location and clients. Establish each party's role, service scope and working arrangements.
- Introduce your business and clients
- Agree roles and service scope
- Confirm a suitable way to work together
Clarity at every step.PARTNERSHIP STEP 02 / 04
Introduce the client
With the client's consent, introduce clients seeking Hong Kong insurance and arrange contact with PACMONT.
- Obtain the client's consent first
- Introduce their initial needs
- Arrange contact and consultation
Clarity at every step.PARTNERSHIP STEP 03 / 04
Connect with expertise
Appropriately licensed persons work directly with the client, provide advice and follow up on suitable application arrangements.
- Engage appropriately licensed professionals
- Explain coverage, terms and key risks
- Coordinate Hong Kong meetings and documents
Clarity at every step.PARTNERSHIP STEP 04 / 04
Continue the support
Maintain necessary communication with the client's authorisation and coordinate policy service and follow-up enquiries.
- Stay in touch within client authorisation
- Follow up on policy enquiries and updates
- Coordinate ongoing service needs
PARTNERSHIP QUESTIONS
A few things to know before we begin.
Can I discuss a partnership without a Hong Kong insurance licence?
You can contact us to discuss an arrangement limited to client introductions. Unlicensed persons must not provide regulated advice, recommend insurance products or conduct insurance sales. Arrangements depend on local requirements and qualifications.
Who explains the products and proposed insurance arrangements?
Insurance recommendations and other regulated activities must be provided directly to the client by appropriately licensed persons. After an introduction, these professionals assess the client's circumstances and explain the proposal and risks to support an informed decision.
How are partnership terms and any fees agreed?
We first review each party's qualifications, location and service scope, then discuss commercial terms. Any fee arrangement must comply with applicable requirements and is subject to the partnership terms agreed in writing.
What should I prepare for an initial conversation?
Please share your name or organisation, location, contact details and a brief description of the partnership you have in mind. Client identity documents, policies and financial records are not needed initially. Obtain consent before sharing any client information.
PARTNER WITH PACMONT
Connect your clients with Hong Kong expertise.
Tell us about your business and client needs. Let's discuss a suitable way to work together.