PLI Phase-2 Deployment Guide 2025

File Reference: F.No. 25-03/2025-11 dated 10/10/2025

Ministry of Communications

Department of Posts

Directorate of Postal Life Insurance

Chanakyapuri P.O. Complex, New Delhi-110021

Date: 10.10.2025

Subject: Issuance of Set of Instructions for Postal Life Insurance Operations and Accounting Processes subsequent upon Phase-2 deployment.

Key Content:

Functionalities Available: The document provides a list of functionalities that will be available to Counter PAs at HOs/SOs from the Booking Solution Module in APT 2.0, including:

• New business quote
• New business indexing
• Policy summary
• Customer search
• Loan/surrender/revival quotes
• Email & mobile addition/update

Deployment Date: Selected functionalities from PLI-APT Integration Phase-II are being deployed on 10.10.2025

Implementation: After deployment, the enclosed set of instructions covering Postal Life Insurance Operations and Accounting Processes will apply

Dissemination: The information should be widely disseminated to HOs/SOs for information and necessary action by field staff

Approval & Signature:

This document was issued with the approval of the Competent Authority

Signed by (Revindra Kufiari), Deputy Divisional Manager-II (PLI)

Distribution:

• Head of All Circles
• Various senior officials including PSO to Secretary (Posts), PPS to Director General Postal Services, and other members and directors
• GM (CEPT), Mysuru - with request to upload the order in India Post Website
• All Directors, Postal Training Centres / Director, PLI, Kolkata
• All Officers/Officials of PLI Directorate

Note: The document mentions an enclosure containing the detailed set of instructions for PLI operations and accounting processes.