A short list of documents and facts that makes the first conversation useful. Most of them you already have — you just need them in one place.
Your status documents
Which permit or visa you hold, its validity dates, and whether you are enrolled in the employee social insurance scheme. For overseas Chinese, your nationality status and when you last contributed.
What you are already covered by
Your current policies, if any: the insurer, the product category, the annual limit and the renewal date. A photo of the policy schedule is enough to start.
Where you actually receive treatment
The city and the hospitals you use. A plan only works where you are treated, so the network and the filing arrangements are geographic, not generic.
A mainland payment account
For most mainland policies the premium is debited from an account in the policyholder's own name, which in practice means a mainland bank account. If you do not have one, that becomes step one.
Your medical history notes
Conditions you have been treated for, and any ongoing medication. The health declaration is the most consequential part of any application, and honest notes now save a voided contract later.
The questions you actually care about
What you are trying to protect, and what would count as a good outcome. The brief is built around your questions, not around a product we want to sell.