APT Tally Appliction for McCamish – PLI Summary Updated Date: 30-01-2026

 

To verify PLI/RPLI data downloaded from APT/McCamish and tally with DTR for BOs/SOs/HOs/CPCs.

Limitations:

• First-year/renewal premium amounts may occasionally mismatch due to identification issues in reports, but totals will still align with DTR.

Pre-requisites:

• Latest browsers on Windows PCs
• Microsoft Excel

Process Flow (Brief):

Download Reports in Excel format:

• From APT: “PLI Day End Report” (detailed) from CIS module.

From McCamish (if accessible):

• “SO/HO Level Detailed Day End Collection Report”
• “SO/HO Level Detailed Premium Collection Report”
• Download the tool files from the provided Google Drive link and save to the same folder.

Open APT_PLI_Summary.html and select:

• APT (for SO/HO tally)
• McCamish (for BO/SO/HO tally)
• Both (under development)
• Upload the required Excel files.
• Filter data by Emp_ID, Ins. Type, Type_Details, Tran_Date, or Office Name.

Generate reports using:

• Detailed – exact table data
• Summary – office-wise & policy type-wise data
• A/c Head-Wise – office-wise & account head-wise data
• Export table data to Excel via the Export button.

General Tip:

• Use filters before generating reports for user-wise or date-wise transaction details.

Download Link for APT - McCamish Tally Application