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Application Training — Program Introduction
INTRODUCTION
Application Training — Program Introduction Slide 2
Before We Begin…
May we request you to keep your phone in silent mode.
May we request you to keep to the training timelines.
May we request you to refrain from side discussions.
May we request you to ask questions freely.
Application Training — Program Introduction Slide 3
Prerequisites
Learners should be familiar with:
Basic concepts and terminology associated with Postal/Rural Postal Life Insurance
Basic knowledge of working with computers
Basic knowledge of navigating through application interfaces
Application Training — Program Introduction Slide 4
Ice-Breaker
Share your opinion on:
The current processes in your day-to-day work — Are they simple, effective and usable?
The current application used for your day-to-day work — Is it easy to use and user-friendly?
Application Training — Program Introduction Slide 5
Overview of End User Training
Type Audience Focus Area
Business Management (Type 1)
All Postal assistants of DO, RO, CO and all Inspector/ASP cadre
Lead Management Agency Management Underwriting Reinsurance
Operations (Type 2)
All Postal Assistants and Supervisor staff working in PLI CPCs and in HOs and SOs at counters
New Business ProcessingClient ServicingClaims
Application Training — Program Introduction Slide 6
Modules for Operations Training
Program Introduction
New Business Processing
Billing and Collection
Revival and Reinstatement
Commutation
Reduced Paid-Up
Conversion
Surrender
Loan
Claims
Reports and Letters
Customer Service
Application Training — Program Introduction Slide 7
Module Agenda
Module Break-up Duration (minutes)
Lesson 1: Solution Overview 20
Lesson 2: Process Overview 60
Lesson 3: Introduction to the Application 40
Total 120
Application Training — Program Introduction Slide 8
Module Objectives
This module provides you an overview of the IT modernization program at India Post. It also provides an overview of the application to be used for Insurance policies.
After completing this course, you will be able to:
Describe the vision of the India Post program.
Explain the features and benefits of the application to be used.
List at least three features of the new processes.
Map your roles with your areas of responsibility in view of the new application.
Describe the high level workflow at PO, CPC and the Director’s Office.
Sign in to the application and change passwords.
Application Training — Program Introduction
SOLUTION OVERVIEW
LESSON 1
Application Training — Program Introduction Slide 10
Overview and Objectives
India Post is implementing the McCamish application to manage its Insurance business. It includes Postal Life Insurance (PLI) and Rural Postal Life Insurance (RPLI). This lesson will introduce you to the features and benefits of the application.
After completing this lesson, you should be able to:
List the features of the application.
Explain the benefits of the application.
Solution Overview
Application Training — Program Introduction Slide 11
India Post – Program Goals
The India Post program aims to achieve the following:
Solution Overview
Wider reach to the Indian population through more customer interaction channels
Better customer service
Growth through new lines of business
IT enablement of business processes and support functions
Application Training — Program Introduction Slide 12
Solution Overview
Increase Market Share and Revenues
Offer New Products and Services
Deliver Improved and Consistent Customer Service
Drive High Employee Satisfaction
Empower Rural Post Offices through Technology
Vision of India Post
To be a Technology Enabled, Independent Market Leader
Application Training — Program Introduction Slide 13
PLI and RPLI as a part of FSI
Financial Services Integration (FSI) is an important part of the India Post program and includes following elements:
Solution Overview
Banking
The Core Banking System (CBS) is integrated with the help of the Finacle platform.
Insurance
The PLI and RPLI services are integrated with the help of the McCamish application.
Application Training — Program Introduction Slide 14
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
Application Training — Program Introduction Slide 15
Benefits of the Application
Solution Overview
Better
Customer Service
Friendlier Application Interface
Faster Decision Making
Greater
Regulatory Compliance
HigherOperational Efficiency
EasierAgent
Management
Application Training — Program Introduction Slide 16
Lesson Summary
You have reached the end of the lesson. You should now be able to:
List the features of the application.
Explain the benefits of the application.
Solution Overview
Application Training — Program Introduction
PROCESS OVERVIEW
LESSON 2
Application Training — Program Introduction Slide 18
Overview and Objectives
Post implementation of the application, users will be exposed to new processes and procedures for performing their day-to-day activities. This lesson will provide you an overview of the new processes.
After completing this lesson, you will be able to:
Explain the Life Insurance policy life cycle.
List at least three highlights of the new Life Insurance processes at India Post.
Map your roles with your areas of responsibility in view of the new application.
Describe the high level workflow at PO, CPC and the Director’s Office.
Process Overview
Application Training — Program Introduction Slide 19
Process Overview
Life Insurance Policy Life Cycle
Setup (Product, Agents, Doctors)
Campaigns & Generating Prospects
Insurance Distribution
Proposal entry
Initial Premium
Medical Underwriting
Reinsurance
Issuing PolicyRenewal Premium
Financial (Loans, Surrender, Top-up)
Non-Financial (Address & Nomination Change)
Claims (Death, Maturity and Survival)
Payments/Refund/Recoveries
Accounts
Reports
Application Training — Program Introduction Slide 20
PLI As Is Process
Process Overview
Proposals Financial PS Transaction
Claims AccountsNon-Financial PS Transaction
Dat
a C
ente
r
Receipt & Dispatch
Dire
ctor
’s
Offi
ce
CO
/D
OP
O
Database MaintenanceDatabase MaintenanceDatabase MaintenanceDatabase Maintenance
Approval > 5 Lacs Surrender Approvals
Dispatch Documents
System Process
Manual Process
DC all Approval MC > 5 Lacs
Database Maintenance
Approval > 5 Lacs Other than Surrender Approvals
Maturity ClaimsApproval
ProcessingProcessing
ProcessingInvestigation, if
applicable
Data Entry
Claim Processing
Data EntryData Entry
Data Entry
Receipt of Application
Receipt of ApplicationDisbursements
Receipt of Application
Printing
Disbursements
Receipt of Application
Collection
Disbursements
CollectionSO
Application Training — Program Introduction Slide 21
PLI To Be Process
Process Overview
Proposals Financial Policy Servicing
Claims AccountsNon-Financial Policy Servicing
Dat
a C
ente
r
Receipt & Dispatch
DO
/RO
/C
OC
PC
PO
Accounting
Accounting
Disbursement
Accounting
Accounting
Batch Process
Alerts
Batch Process
Alerts
Batch Process
Alerts
Approval > 5 Lacs
Underwriting
Approval
Quality Check
Data Entry
Quality Check / Approval
Data Entry
Document Scanning
Approval
Document Scanning
ASP/Inspector/PRI(P)/PA
Head of CPC
Claim Processing
Document Scanning
Dispatch Documents
Indexing
DC Approval
Batch Process
Alerts
Printing
Data Entry
Investigation if applicable
Quality Check
Document Scanning
Collection & Disbursement
Application Training — Program Introduction Slide 22
The As Is User Roles Function Mapping
Process Overview
Proposals Financial Policy Servicing
Claims AccountsNon-Financial Policy Servicing
Dat
a C
ent
er
Receipt & Dispatch
DO
/R
O/
CO
PO
/H
O
Cashier Counter
DAP Office
DPLI Kolkata
Sys AdminSys AdminSys Admin
5 lacs – PMG/DPS
5 lacs - Sup
SupSurrender - PMG
Loans/Rival - Sup
Sec Sup
Office Assistant
AO/Sec Sup
Office Assistant Office Assistant
ASP/Inspector/PRI(P)/PA
Office Assistant
Office Assistant
Postal Assistant Group D
Office Assistant
Collection Disbursement
Receipt and
Dispatch
Data Entry
Quality Checking
Approval
Claim Handling
System Admin
CO
/DO
Directorate level administrator
DC - PMG
MC 5 Lacs- Supt > 5 lacs PMG
Sec Sup
Cashier Counter
Investigation
Indexing
Application Training — Program Introduction Slide 23
The To Be User Roles Function Mapping
Process Overview
Proposals Financial Policy Servicing
Claims AccountsNon-Financial Policy Servicing
Dat
a C
ent
er
Receipt & Dispatch
DO
/RO
/C
OC
P CP
O/
CP
C Cashier Counter
DAP Office
APM/DPM/ACCOUNT OFFICER
DPLI Kolkata
APM/DPM/ACCOUNT OFFICER
DPLI Kolkata
Sys Admin
DB Admin
Sys Admin
DB Admin
Sys Admin
DB Admin
Sys Admin
DB Admin
Sys Admin
Directorate level administrator
CPM/DIRECTOR
Sys Admin
Directorate level administrator
Head of CPC/Director
Sys Admin
Directorate level administrator
PMG > 10 lakhs
Head of CPC
Head of CPC
Head of CPC/Assistant Director
Office Assistant
Scanning Assistant
Head of CPC
Head of CPC/Assistant Director
Office Assistant
Scanning Assistant
Head of CPC/Assistant Director
Office Assistant
Scanning Assistant
ASP/Inspector/PRI(P)/PA
Head of CPC
Postal Assistant
Office Assistant
Scanning Assistant
Postal Assistant Group D
Postal Assistant /GDS
Indexing
MIS/Sys Admin
Cash and Disbursement
DB Admin
Receipt and
Dispatch
Super Admin
Scanning
Claim Handling
Data Entry
Investigation
Quality Checking
Audit
Underwriting Approval
Sys Admin
Directorate level administrator
CPM/DIRECTOR
Application Training — Program Introduction Slide 24
All Roles Involved in the Insurance Business of India Post
The excel document inserted below lists all the roles at India Post related to their Life Insurance. It provides information on the following:
Designation
Location
Responsibilities
India Post Roles and Functions
Process Overview
Application Training — Program Introduction Slide 25
Process Overview
Process at Post Office
Application Training — Program Introduction Slide 26
Process at CPC
Process Overview
Application Training — Program Introduction Slide 27
Process Overview
Policy Servicing Requests at CPC
Application Training — Program Introduction Slide 28
Process Overview
Policy Servicing at Director’s Office
Application Training — Program Introduction Slide 29
Lesson Summary
You have reached the end of the lesson. You should now be able to:
Explain the Life Insurance policy life cycle.
List at least three highlights of the new Life Insurance processes at India Post.
Map your roles with your areas of responsibility in view of the new application.
Describe the high level workflow at PO, CPC and the Director’s Office.
Process Overview
Application Training — Program Introduction
INTRODUCTION TO THE APPLICATION
LESSON 4
Application Training — Program Introduction Slide 31
Overview and Objectives
The application has a user-friendly interface. You will have access to the application based on your role and the responsibilities. This lesson will explain you how to access the application.
After completing this lesson, you will be able to:
Sign in to the application.
Change your password in the application.
Identify the important screen elements of the application.
Introduction to the Application
Application Training — Program Introduction Slide 32
Use the application to do the following actions:
Sign in to the application
See the Dashboard
Change the Password
View any one important screen
Identify important screen elements
Demonstration: Application Walkthrough
Introduction to the Application
Application Training — Program Introduction Slide 33
Lesson Summary
You have reached the end of the lesson. You should now be able to:
Sign in to the application.
Change your password in the application.
Identify the important screen elements of the application.
Introduction to the Application
Application Training — Program Introduction Slide 34
Module Summary
You have reached the end of the module. You should now be able to:
Describe the vision of the India Post program.
Explain the features and benefits of the application to be used.
List at least three features of the new processes.
Map your roles with your areas of responsibility in view of the new application.
Describe the high level workflow at PO, CPC and the Director’s Office.
Sign in to the application and change passwords.
Application Training — Program Introduction Slide 35
Questions