Overview of McCamish.

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Presentation transcript:

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

Features of the Application Solution Overview Features of the Application 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 Facilitator Notes: Explanation: NA More Information: NA Facilitation Tips: Provide suitable examples, if possible to explain the features. 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

Benefits of the Application Solution Overview Benefits of the Application Friendlier Application Interface Better Customer Service Faster Decision Making Higher Operational Efficiency Facilitator Notes: Explanation: Improved Customer Service: Reducing TAT (Turn Around Time) for all services provided to India Post customers and ensuring complete satisfaction. Improved Operational efficiency: Optimizing all insurance processes to improve productivity of India Post employees while reducing errors and ensuring compliance. Easier Regulatory Compliance: Providing more flexibility and shorter TAT to comply with guidelines, notices etc., which are given by the regulatory authorities, time to time. Improved Agent Management: Ensuring eeffective channel empowerment and faster incentive pay-outs to agents. Faster decision making: MIS Reports more in variety MIS Reports more detailed and better in presentation MIS report generation automated and instantaneous at Directorate level User friendly application interface: Automation of tasks User friendly interface User friendly workflows Better access to information and documents More Information: NA Facilitation Tips: NA Easier Agent Management Greater Regulatory Compliance

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

Thank You