Prepare insurance documents for Chinese translation: policy terms, schedules, amendments, defined references, source versions and review responsibilities.
View the file review example ↓View references (1) ↓Define the contract document set before counting words
List the documents that the Chinese reader will use together: policy wording, the relevant schedule or annex, product explanations and any amendment supplied by the document owner. Mark which files are binding source documents, explanatory material or drafts. Those labels should follow the approved source rather than a translator’s assumption.
Confirm the source language and Chinese variant for each file. A product explanation and a contract clause can share terminology while having different purposes. State whether the Chinese file is for internal understanding, customer communication or another specified process, and identify who approves the final wording for that use.
Keep definitions, exclusions and cross-references connected
Supply approved bilingual product names and defined terms, where available. Track each defined term through the clauses and related documents instead of choosing a different Chinese synonym in each passage. Preserve numbering, reference labels and the distinction between a general condition and an exception.
Give the translator the referenced annex or identify it as missing. A clause that refers to a schedule cannot be checked in full context when the schedule is absent. For an ambiguous term or conflicting source reference, record a question for the document owner or responsible adviser rather than interpreting it silently.
Treat amendments as controlled changes
When a revised clause arrives, identify the source version, changed passage and related Chinese locations. Keep additions, deletions and replaced references distinguishable during review. Do not carry a prior Chinese clause forward solely because the product name remains the same.
The existing project query-sheet guide provides a way to record the location, proposed wording and decision needed. A recorded language decision is not a substitute for the responsible party’s approval of the contract content.
Prepare the Chinese clause and file review
The illustrated file map below uses invented references. It is not a client policy, a recommended clause or an interpretation of coverage.
Agree whether the return set includes an editable Chinese document, bilingual comparison, terminology list or query register. Identify who reviews the language, who resolves source questions and who approves the document for its intended use. Confirm additional reports or review steps in the quotation instead of inferring them from a service-level name.
From reading to a project
Connect the source files with the Chinese review
Insurance-document map · invented references
- Controlled source
- DEMO-POLICY-A / approved source revision
- Defined term
- DEMO-TERM-01 ↔ cited clause locations
- Related schedule
- DEMO-SCHEDULE-01 / supplied version
- Chinese handover
- Agreed Chinese file + terminology decisions
Review status: questions to confirm
List the connected files
Match policy wording with the schedules, annexes and amendments supplied for translation.
Preserve defined references
Keep terms, clause numbers and source status aligned; ask about missing or conflicting references.
Name the approval owner
Separate language review, source decisions and approval for the document’s intended use.
Related published experience
AIA Insurance (Shanghai)English → Chinese, Greek → Chinese, subtitling
Policy terms, product descriptions and contracts; plus subtitling.
The published case supports the stated historical document and language scope. This illustration is not a client deliverable or an approval record.
Send the policy and related file inventory, current revisions, approved terminology, source language, Chinese variant, intended use and required review format.
What the AIA published record supports
The AIA Insurance published case records policy terms, product descriptions and contracts, with English-to-Chinese and Greek-to-Chinese work and subtitling in the wider record. It supports those document and language categories. It does not establish that the invented clause map is a client file, that every language used the same file set, or that a particular translated contract received legal or regulatory approval.
This guide covers preparation of insurance-related contract documents. It does not turn that case into proof of tender translation, all types of commercial contracts or a completed legal-advisory assignment. For a broader inventory, use the Chinese document preparation pack, then confirm the actual insurance files and review needs.
Questions
Should I send the policy wording or the whole file set?
Can product explanations and contract clauses be reviewed together?
Does translation determine coverage or legal effect?
Can I include an existing Chinese version as a reference?
Sources
- AIA Insurance: published insurance-document project recordFirst-party scope summary. Language and document categories are not a legal or regulatory approval result.