2. Facilitator Notes:
Explanation: NA
More Information: NA
Facilitation Tips:
Discuss the general rules to be followed during the classroom session and explain that adherence to these guidelines will enable the entire class to focus on learning without disruptions and meet the learning objectives effectively.
1. Please turn off or turn the volume off on pagers and cell phones to eliminate disruptions. Be respectful of other participants and check or cell phones only during breaks.
2. Please be on time and follow the training schedule. We’ll take a ten-minute break approximately every two hours; please return from breaks promptly. This will help manage activities by starting and stopping sessions on time.
3. Let’s minimize side conversations so we can all hear the speaker clearly.
4. Please feel free to ask a question anytime throughout the course. Questions that cannot be answered immediately will be noted down and answered later.

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
Facilitator Notes:
Explanation: NA
More Information: NA
Facilitation Tips:
State that this course is focused on new business development related to Postal/Rural Postal Life Insurance and participants are expected to be familiar with the basic concepts and terminology associated with Postal/Rural Postal Life Insurance. Participants are also expected to have a basic knowledge of working with computers and are expected to be familiar with application interfaces.
It would be a good idea to ask trainees to raise their hands in order to gauge the percentage of the audience that meets the above prerequisites.

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?
Facilitator Notes:
Explanation: NA
More Information: NA
Facilitation Tips:
Facilitate a discussion around the existing processes and the application that the audience use for their day-to-day activities. The discussion should bring out the limits of current process and the application.
Use the white board to note down the limits and try to classify what the audience says about the limits.
Once the discussion is over, inform the audience that the new program is aimed at addressing some of these limits.

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 Processing
Client Servicing
Claims
Facilitator Notes:
Explanation: NA
More Information: NA
Facilitation Tips:
Provide an overview of the end user training program describing the Business Management (Type 1) and Operations (Type 2) training and their focus areas.

6. Modules for Operations Training
Program Introduction
New Business Processing
Billing and Collection
Revival and Reinstatement
Commutation
Reduced Paid-Up
Conversion
Surrender
Facilitator Notes:
Explanation: NA
More Information: NA
Facilitation Tips:
Provide an overview of the modules in the Operations Training.
Loan
Claims
Reports and Letters
Customer Service

7. Lesson 1: Solution Overview 20 Lesson 2: Process Overview 60
Module Break-up
Duration (minutes)
Lesson 1: Solution Overview 20
Lesson 2: Process Overview 60
Lesson 3: Introduction to the Application 40
Total
120
Facilitator Notes:
Explanation: NA
More Information: NA
Facilitation Tips:
State the agenda of the module and inform trainees about the total duration. Inform that the duration will cover demonstration and practice exercises.

8. After completing this course, you will be able to:
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.
Facilitator Notes:
Explanation: NA
More Information: NA
Facilitation Tips:
Provide an overview of the module and state the objectives displayed on the slide.

9. Lesson 1
Solution Overview

10. Solution Overview
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.
Facilitator Notes:
Explanation: NA
More Information: NA
Facilitation Tips:
Provide an overview of the lesson and state the objectives displayed on the slide.

11. India Post – Program Goals
Solution Overview
India Post – Program Goals
The India Post program aims to achieve the following:
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
Facilitator Notes:
Explanation:
As a part of India Post, India Post has carried out business process reengineering across various functional areas and has created To-Be processes that will enable it to achieve these objectives. In order to implement these processes in a sustainable manner, they need to be IT enabled in an integrated manner that improves operational efficiencies.
More Information: NA
Facilitation Tips: NA

12. To be a Technology Enabled, Independent Market Leader
Solution Overview
Vision of India Post
To be a Technology Enabled, Independent Market Leader
Increase Market Share and Revenues
Offer New Products and Services
Deliver Improved and Consistent Customer Service
Facilitator Notes:
Explanation: NA
More Information: NA
Facilitation Tips:
Display the slide for sometime and let learners read the vision highlights. Check for any questions that learners may have on the points.
Drive High Employee Satisfaction
Empower Rural Post Offices through Technology

13. PLI and RPLI as a part of FSI
Solution Overview
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:
Banking
Insurance
Facilitator Notes:
Explanation: NA
More Information: NA
Facilitation Tips: NA
The Core Banking System (CBS) is integrated with the help of the Finacle platform.
The PLI and RPLI services are integrated with the help of the McCamish application.

14. 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

15. 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

16. Solution Overview
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.
Facilitator Notes:
Explanation: NA
More Information: NA
Facilitation Tips:
State what the trainees should now be able to do.

17. Lesson 2
Process Overview

18. Process Overview
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.
Facilitator Notes:
Explanation: NA
More Information: NA
Facilitation Tips:
Provide an overview of the lesson and state the objectives displayed on the slide.

19. Life Insurance Policy Life Cycle
Process Overview
Life Insurance Policy Life Cycle
Reports
Setup (Product, Agents, Doctors)
Accounts
Campaigns & Generating Prospects
Payments/Refund/Recoveries
Insurance Distribution
Proposal entry
Claims (Death, Maturity and Survival)
Initial Premium
Facilitator Notes:
Explanation: NA
More Information: NA
Facilitation Tips:
You may ask someone from the audience to come up and explain the Life Insurance Policy life cycle, they way they understand based on the current India Post process. Others can provide inputs. After sometime, you may display the slide. The stages on the slide are self-explanatory. Explain them in detail one by one.
Non-Financial (Address & Nomination Change)
Medical Underwriting
Financial (Loans, Surrender, Top-up)
Reinsurance
Renewal Premium
Issuing Policy

20. Process Overview PLI As Is Process Facilitator Notes: Explanation: NA
Proposals
Financial PS Transaction
Claims
Accounts
Non-Financial PS Transaction
Data Center
Receipt & Dispatch
Director’s Office
CO/DO PO
Database Maintenance
Approval > 5 Lacs
Surrender Approvals
Dispatch Documents
System Process
Manual Process
DC all Approval MC > 5 Lacs
Other than Surrender Approvals
Maturity Claims
Approval
Processing
Investigation, if applicable
Data Entry
Claim Processing
Receipt of Application
Disbursements
Printing
Collection SO
Facilitator Notes:
Explanation: NA
More Information: NA
Facilitation Tips:
This slide talks about the As-is or the current process at India Post . It highlights what all processes are performed manually (marked in light blue) and what all are system driven processes at various levels of India Post offices such as circle and division office level.
For example, data entry for a proposal is performed manually at the circle office.
Depending on time available and the audience mix, you may highlight some of the important elements of the table.

21. Process Overview PLI To Be Process Facilitator Notes: Explanation: NA
Proposals
Financial Policy Servicing
Claims
Accounts
Non-Financial Policy Servicing
Data Center
Receipt & Dispatch
DO/RO/CO
CPC PO
Accounting
Disbursement
Batch Process
Alerts
Approval > 5 Lacs
Underwriting
Approval
Quality Check
Data Entry
Quality Check / Approval
Document Scanning
ASP/Inspector/PRI(P)/PA
Head of CPC
Claim Processing
Dispatch Documents
Indexing
DC Approval
Printing
Investigation if applicable
Collection & Disbursement
Facilitator Notes:
Explanation: NA
More Information: NA
Facilitation Tips:
This slide talks about the To Be or the new process at India Post, which will be followed post McCamish implementation. New CPCs will be setup at HO to reorganize the processing.
For example, data entry for a proposal will be done at CPC instead of circle office and it will now be system driven.

22. The As Is User Roles Function Mapping
Process Overview
The As Is User Roles Function Mapping
Proposals
Financial Policy Servicing
Claims
Accounts
Non-Financial Policy Servicing
Data Center
Receipt & Dispatch
DO/RO/CO
PO/HO
Cashier Counter
DAP Office
DPLI Kolkata
Sys Admin
5 lacs – PMG/DPS
5 lacs - Sup
Sup
Surrender - PMG
Loans/Rival - Sup
Sec Sup
Office Assistant
AO/Sec Sup
ASP/Inspector/PRI(P)/PA
Postal Assistant Group D
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
Investigation
Indexing

23. The To Be User Roles Function Mapping
Process Overview
The To Be User Roles Function Mapping
Non-Financial Policy Servicing
Receipt & Dispatch
Proposals
Financial Policy Servicing
Claims
Accounts
Data Center
DB Admin
DB Admin
DB Admin
DB Admin
Sys Admin
Sys Admin
Sys Admin
Sys Admin
DO/RO/CO
Directorate level administrator
Directorate level administrator
Directorate level administrator
Directorate level administrator
DPLI Kolkata
DPLI Kolkata
Sys Admin
Sys Admin
Sys Admin
Sys Admin
APM/DPM/ACCOUNT OFFICER
CPM/DIRECTOR
PMG > 10 lakhs
Head of CPC/Director
CPM/DIRECTOR
Postal Assistant Group D
Head of CPC
Head of CPC
Head of CPC
APM/DPM/ACCOUNT OFFICER
Head of CPC
ASP/Inspector/PRI(P)/PA
DAP Office
CPC
Head of CPC/Assistant Director
Head of CPC/Assistant Director
Head of CPC/Assistant Director
Postal Assistant
Office Assistant
Office Assistant
Office Assistant
Office Assistant
Scanning Assistant
Scanning Assistant
Scanning Assistant
Scanning Assistant
Facilitator Notes:
Explanation: NA
More Information: NA
Facilitation Tips:
This slide illustrates the new roles at DoP and their corresponding tasks post McCamish implementation.
For example, Data Entry is done by an Office Assistant who is now placed at Central Processing Center (CPC) instead of circle office.
At this stage
PO/CPC
Postal Assistant /GDS
Cashier Counter
Indexing
Cash and Disbursement
Receipt and Dispatch
Scanning
Data Entry
Quality Checking
Underwriting
Approval
MIS/Sys Admin
DB Admin
Super Admin
Claim Handling
Investigation
Audit

24. All Roles Involved in the Insurance Business of India Post
Process Overview
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
Facilitator Notes:
Explanation: NA
More Information: NA
Facilitation Tips:
While showing this slide, you can initiate an interactive session. This slide has an Excel sheet embedded in it. This sheet provides detailed description of all India Post roles and what all functions will involve these roles across various levels of India Post offices.
It would be a good idea to involve the audience to explain this slide. You can select a few learners from the audience and ask them about their role and responsibilities. Then, you can search for the same role in the Excel and scroll the slide from left to right to explain them about their responsibilities spreading across various functions. This can be done for 3 or 4 different roles.

25. Process Overview Process at Post Office Facilitator Notes:
Explanation: NA
More Information: NA
Facilitation Tips:
You can make this slide interactive by asking someone ( A Post Office employee) to describe the current process and then display the slide to introduce the new process. The process flow is self explanatory. Explain the flow in detail, if time permits.

26. Process Overview Process at CPC Facilitator Notes: Explanation: NA
More Information: NA
Facilitation Tips:
You can make this slide interactive by asking someone ( A CPC employee) to describe the current process and then display the slide to introduce the new process. The process flow is self explanatory. Explain the flow in detail, if time permits.

27. Policy Servicing Requests at CPC
Process Overview
Policy Servicing Requests at CPC
Facilitator Notes:
Explanation: NA
More Information: NA
Facilitation Tips:
You can make this slide interactive by asking someone ( A CPC employee) to describe the current process and then display the slide to introduce the new process. The process flow is self explanatory. Explain the flow in detail, if time permits.

28. Policy Servicing at Director’s Office
Process Overview
Policy Servicing at Director’s Office
Facilitator Notes:
Explanation: NA
More Information: NA
Facilitation Tips:
You can make this slide interactive by asking someone ( An employee from the Director’s office, if present) to describe the current process and then display the slide to introduce the new process. The process flow is self explanatory. Explain the flow in detail, if time permits.

29. Process Overview
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.
Facilitator Notes:
Explanation: NA
More Information: NA
Facilitation Tips:
State what the trainees should now be able to do.

30. INTRODUCTION TO the APPLICATION
Lesson 4
INTRODUCTION TO the APPLICATION

31. Introduction to the Application
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.
Facilitator Notes:
Explanation: NA
More Information: NA
Facilitation Tips:
Provide an overview of the lesson and state the objectives displayed on the slide.

32. Demonstration: Application Walkthrough
Introduction to the Application
Demonstration: Application Walkthrough
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
Facilitator Notes:
Explanation: NA
More Information: NA
Facilitation Tips:
Access the application and show users the following:
How to Sign in
Walkthrough of the Dashboard
Change passwords in the system
Walkthrough of any one important screen (For example, the claim registration screen)
Identification of the important elements of a screen, such as, data entry field, drop-down list, comment box, radio button, check box, and so on.

33. Introduction to the Application
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.
Facilitator Notes:
Explanation: NA
More Information: NA
Facilitation Tips:
State what the trainees should now be able to do.

34. 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.

35. Facilitator Notes:
Explanation: NA
More Information: NA
Facilitation Tips:
Encourage trainees to resolve their queries and clear their doubts, if they have any. It recommended that you go through all sections of the Operating Manual in order to resolve learners’ queries.