Overview of McCamish

PLI

Introduction

• India Post is implementing the McCamish application to manage its Insurance business.

• It includes Postal Life Insurance (PLI) and Rural Postal Life Insurance (RPLI)

• It lists all the roles at India Post related to their Life Insurance.

• It describes high level workflow at PO, CPC and the Director’s Office.

• Post implementation of the application, users will be exposed to new processes and procedures for performing their day-to-day activities.

14/02/2014 PTC-MYS-10, PA-ADP 1.1.3

Slide 4

Features of the Application Solution Overview

Product Setup

Lead Management & Agent Portal

Medical Underwriting & Reinsurance System

Availability of insurance application on Customer Portal, RICT, Mobile

Cash, Cheque, Credit/Debit Card, Electronic Fund Transfer (EFT) as mode of premium payment

Effective Agency Management through Goal Setting & monitoring of agents

Customized Report Generation

Alerts generation through system for various transactions

Integration with Enterprise Content Management System (ECMS) for scanning and storage of documents as soft copies

Slide 5

Benefits of the Application Solution Overview

Better

Customer Service

Friendlier Application Interface

Faster Decision Making

Greater

Regulatory Compliance

HigherOperational Efficiency

EasierAgent

Management

Current Scenario: New policy & Policy Servicing

Current Scenario: Premium payment

New Scenario

McCamish - Key features of new PLI System

Enterprise Content Management System

Central Processing Centre

Roles in CPC

Benefits Counter assistants/Supervisors

New System – Lead Management

New System – Agency Management

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