Standard Operating Procedure for the proposal document upload through Customer Portal in case of online PLI/RPLI policies.

By Guru -

59-01/2021-LI

Government of India
Ministry of Communications
Department of Posts
(Directorate of Postal Life Insurance)
Dated: 21.05.2021
To,
All Head of Circles

Sub :Standard Operating Procedure for the proposal document upload
through Customer Portal in case of online PLI/RPLI policies.


              The undersigned has been directed to refer to email dated 21.02.2021 sent by CEPT along with the SOP document for proposal documeent upload through Customer Portal and to forward the said SOP document again for circulation to all concerned offices under your jurisdiction for its implementation.
               This issues with the approval of competent authority.





Standard Operating Procedure for document upload through Customer 
Portal in case of online purchase of PLI/RPLI Policies. 

About functionality 

In Customer Portal, currently there is no option for Customers to upload documents. Hence, customer has to approach nearby CPCs, submit the Proposal forms & KYCs etc for further processing. 

In order to avoid this, an option is introduced in this functionality so that customers can directly upload all necessary documents in a single file. 

Customer can purchase a new proposal through online. 

Customer can pay initial premium. 

Customer can upload the document in online. 

E-mail with link will be triggered to customer registered email for initial premium payment and also for uploading documents separately. 

Process for Customers: 

Customer Portal ->Purchase a Policy - > Quote 

Customer will submit the proposal form in Customer Portal > Get Quote option 

with valid phone number and email id and correct PIN code. 

Once the proposal is submitted, email will be triggered to customer email id with 

proposal number and link to do initial premium payment. 

Customer will access the URL provided in the email. 

Payment using link -Customer will access the link provided in email. Proposal 

will be auto populated. 

Payment using Menu- Customer can also visit customer portal, access 'Initial 

Payment' menu, enter the proposal number to fetch proposal details from 

McCamish. 

A link will be sent through email for document upload, customer can also uploada the relevant documents through Document upload menu in the drop down of 

Purchase a policy Customer Portal 

Process for Central Processing Centre (CPC) 

To download the documents uploaded by Customers, CPCs needs to install WinSCP or Filezilla software so as to access the common SFTP Path 172.18.68.101 with the Port number 22. 

Credentials to login into SFTP will be communicated to circle SPOCs separately. After successful login, CPC can download the documents at SFTP path in their respective folders and carry out further processing as in production. 

All CPCs are advised to login and check SFTP path daily so as to check if any documents are uploaded or not. 

Folders will be created at SFTP on the basis of Pincode entered by customer in the Customer Portal. 

Uploaded Documents by customer will be available at SFTP for 30 days only. >Hence all CPCs should check the SFTP Path on daily basis an       


                          

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