The first type: the customer insures himself: then the customer only needs to bring his ID card and a copy of the bank card, sign the fields of the insured and the insured on the insurance application form provided by the insurance company (Ping An Company's document is 1080), and also need to write "I have read it ..." I took it myself, and then the salesman took a photo on the spot, which will take effect. Specify the beneficiary and provide the beneficiary's ID card (if not specified, it will be legal by default).
The second type: customers insure their families: if customers insure their immediate family members (adults), they should bring their original ID card, a copy of their bank cards and their family members' ID cards, and then when filling out the insurance application form, the applicant will sign in the column, and the insurance column will be signed by the family members (other processes are the same), and then the beneficiary will be designated (the beneficiary should also provide the ID card, otherwise it will be legal by default).
The third type: customers insure their children: customers also bring their own ID cards, copies of bank cards, and children's ID cards (or birth certificates), which are also on the insurance application form, signed by the insured himself, signed by the customer on behalf of the insured minors (other processes are the same), and finally designated beneficiaries.