Payment of incentive to the field staff / Direct Agents on the PLI/RPLI policies procured by them after 31.10.2015

No:         HP/P-III/RJCM                  dated at Una the 21.07.2016

Maj Gen Amil Kumar Shori

Member (Postal Life Insurance)

Postal Services Board,

Postal Directorate, New Delhi-01

Sub:       Payment of incentive to the field staff / Direct Agents on the PLI/RPLI policies procured by them after 31.10.2015

Respected Sir,

                Prior to implementation of McCamish Software in the post offices, the PLI and RPLI incentives due to the field staff and Direct Agents was generated through Oracle Software. In Himachal Pradesh and in rest of the Circles, the incentive was generated in Oracle Software upto 31.10.2015.

                After implementation of McCamish software till such time , there is no provision of generation of incentive in this software and even the detail of policies procured by an individual i.e field staff and Direct Agents is not shown in the McCamish software.

                As regards, preparation of bills of the field staff / Direct Agents , the Directorate has issued instructions to the Circle Heads which are further conveyed to the Divisional Heads to prepare the manual incentive bills. Since, there is no provision in the McCamish software of neither detail of policies procured by the field staff nor there is provision to generate the bills, it is neither viable nor possible to prepare the incentive bills of the first year premium and of the renewal premium.

                As a consequence till date neither any bill of the incentive due after 01.11.2015 has been prepared / generated nor the amount of incentive due seems to have been reflected in the demand placed before the Directorate by the Circle Heads.

                Sir, we place it on records that the things moved swiftly just after taking over as Member (PLI) and a prompt action was taken to allocate the funds to the Circle. The HP Circle has also got its share. Despite it 50% of the liability has to be cleared by way of allocation of additional funds.

                The HP Circle sincerely conveys his regards to your goodself.

                Yours sincerely,

                (H S Guleria)