Regarding collection of Service Tax from all PLI / RPLI insurants w.e.f 01.01.2015 and change in mode of payment of Service Tax
Organization of PLI-cum-RPLI Mela at Divisional levels for the month of Jan-2015
भारतीय डाक विभाग
Department of Posts, India
मुख्य पोस्टमास्टर जनरल के कार्यालय
Office of the Chief Postmaster General,
ओडिशा परिमांडल, भुबनेस्वर - 751 001
Odisha Circle, Bhubaneswar-751001
To
The PMG, Sambalpur/Berhampur Region
All SSPOs/SPOs in HQ Region
No. LI/Misc-2/09-10 Ch.V Dated at
Bhubaneswar-751001 the 24.12.2014.
Sub: Organization of PLI-cum-RPLI Mela at Divisional
levels for the month of Jan-2015.
It has been decided to hold one PLI-cum-RPLI Mela
on 31.01.2015 (Saturday) in the month of Jan-2015. The contents of this letter
may be widely circulated immediately among all concerned.
Action Plan
The SSPOs/SPOs will organize such Melas in the
aforesaid date at any convenient place in his Division most suitably in the office
premises of Sub-Division office or in any weekly Hats where people will be
available for advertisement. ASP/IP I/C of Sub-divisions should remain present
in such venues and number of participants must be restricted to the
jurisdiction of Sub-Division.
Utilization of funds must not exceed
Rs.20,000/- under any circumstances for the Division as a whole. The Chief
PMG/DPS/DDM(PLI) may make a surprise visit to any one or many spots to assess
the volume of business collected on the day.
Participants
1. Restricted
number of Sales forces i.e. Direct Agents, Field Officers, PRI(P) and
Departmental Employees of respective Divisions with good potential in
Business.(With minimum Rs. 1Lakh Premium per DE/DA etc.)
2. GDS
BPMs/other GDS such as GDSMD/MC/ Mail man etc. who have previously shown good
results in business and marketing of the Insurance product.(With minimum Rs.
10,000/- Premium per GDS/DA etc.)
Arrangement for participants
All the participants should be provided with 2
times tea and snacks. In order to restrict the expenditure occurred during
Mela, sitting arrangement/ accommodation may be made in the office premises
most preferably.
Strategic action plan for achievement of target:
1.
Each one of above sales forces should be strictly instructed to come with
proposals for a minimum monthly premium income of Rs.10,000/- (Rupees Ten
thousand only) preferably from High value policies (PLI and RPLI both) and
those will be scrutinized/accepted by the IPOs/ASPs in the Mela itself and
forwarded to the Divisional office by next day.
2.
The Sub-divisional Head/ Mail Overseers/ Direct Agent/ FOs including all
Departmental staff who will participate in the Mela should be given individual
target of procuring policies with minimum premium income of Rs.1 Lakh each from
such policies (PLI and RPLI inclusive).
3.
Effort should be made not to procure sick and ineligible policies to achieve
the target.
4.
(a) Each BPM/GDS/DA (RPLI) staff should contact all the family
members of all the villages and collect not less than Rs.10,000/- (Rupees Ten
thousand only) premium income to be submitted at Mela.
(b)
The Relationship Manager who have already been appointed by Divisions should
visit their customers every week to settle all the pending works with them and
procure further business as per the targets given to them by Divisional Heads.
5.
Similarly each DE/FO/DA(PLI) etc. will contact one Govt. office each to procure
sufficient number of policies from the organisation which includes Govt./ PSU/
Banks/ Railways/ BSNL/ Schools etc. to achieve the target.
6.
The process should start immediately so that the entire target will be achieved
by date.
7.
The GDS BPMs/MDs/MCs etc. who would attend such Mela will be on duty and will
be permitted to come to venue by providing paid substitutes in their place.
8.
A report in the following format may be submitted for PLI/RPLI to this office
showing the business target achieved by your division, within 2 days of
completion of Melas.
A. PLI
|
Name of the Division
|
Business obtained
|
||||||
|
|
No. of Policies
|
Sum Assured
|
Premium Income
|
Total Premium income
|
|||
|
|
High Value
|
Others
|
High Value
|
Others
|
High Value
|
Others
|
|
|
|
|
|
|
|
|
|
|
B. RPLI
|
Name of the Division
|
Business obtained
|
||||||
|
|
No. of Policies
|
Sum Assured
|
Premium Income
|
Total Premium income
|
|||
|
|
High Value
|
Others
|
High Value
|
Others
|
High Value
|
Others
|
|
|
|
|
|
|
|
|
|
|
N.B:
1. Since, each DE/DA (PLI) is required to procure
PLI/RPLI policies, the number of high value PLI policies collected during this
Mela should not fall short of total number of employees in the divisions.
2. This is an opportunity to revive all the lapsed RPLI
Policies by BPMs. The branch Post Offices may be instructed to revive
lapsed RPLI policies under their jurisdiction.
3. The Head Postmasters, MDG PMs, SPMs in general should
ensure that all the office staff and BO staff submit maximum number of PLI/RPLI
policies during Mela through them and all lapsed RPLI Policies in their BOs as
per their office book of records stand revived.
A wide publicity may be made throughout the
division to make the mela a success.
Funds
Expenditure should be incurred under the Head PLI/RPLI Plan fund as
allotted. Utilization of funds must not exceed Rs.20,000/- under any
circumstances. Under no circumstances funds under Non Plan A&P be spent,
when Plan funds are available with Divisions. Further, it is requested to
sanction the expenditures of Mela within a week of holding the Mela.
उप मंडल प्रबंधक(प.ल.आइ)/Dy Divisional Manager
(PLI)
ओडिशा परिमांडल /Odisha Circle
