PLI/RPLI Data Migration from CIS to IMS: Department of Posts Issues Phased Verification Plan
India Post Begins Phased Migration of PLI/RPLI Data from CIS to IMS
The Directorate of Postal Life Insurance (PLI), Department of Posts, has issued detailed instructions for the Data Migration and Verification Activity from the existing CIS system to the Insurance Management Solution (IMS). The instructions, dated 11 September 2026, require identified Circles and Offices to complete data verification within the prescribed timelines before the actual migration by CEPT.
Download PLI/RPLI Data Migration from CIS to IMS in PDF
Two-Phase Data Verification
The data required for verification will be provided in two phases. The first phase covers data up to 31 August 2026, while the remaining subsequent-period data will be made available in the second phase before rollout of the concerned Circle/Office. Circles and Offices have been directed to plan the verification in a phased manner to facilitate smooth migration.
The verification exercise covers three major master datasets:
- Policy Master Data
- Agent Master Data
- Medical Examiner Master Data
Policy Master Verification Based on Categories
Offices/CPCs have been categorized according to the number of active policies, with verification requirements covering active as well as lapsed and closed policies:
| Category | Active Policies | Lapsed & Closed | Total Policies for Verification |
|---|---|---|---|
| Category A – 0–25K | 1,200 | 300 | 1,500 |
| Category B – 25K–50K | 2,500 | 500 | 3,000 |
| Category C – 50K–75K | 3,500 | 1,000 | 4,500 |
| Category D – Above 75K | 6,500 | 2,000 | 8,500 |
For example, a Category A office is required to verify 1,500 policies. The instructions indicate that approximately 100 policies per person per day may be verified over about three days, subject to appropriate manpower and resources.
The active-policy sample must also provide policy-vintage representation, including at least 20% of policies issued within the last five years and 10% issued ten years prior, subject to availability. Representation of all 12 PLI/RPLI product types, including high-value policies, is also required where available.
100% Verification of Agent and Medical Examiner Data
Unlike the sample-based policy verification, Agent Master Data and Medical Examiner Data require 100% verification and validation.
The complete Agent Master Data associated with the relevant HOs is to be provided for verification, and the concerned Division must ensure that no unresolved discrepancies remain before the data is considered ready for migration to IMS. The same requirement applies to Medical Examiner Master Data.
Role-Based Verification in IMS
The accompanying SOP defines role-based responsibilities for the verification process. The CPC Maker verifies policy records, while the CPC In-Charge/Divisional Head acts as Checker. The Divisional Maker handles Agent and Medical Examiner data, with the Divisional Head responsible for approval, rejection or reverting of submitted records.
After assignment of roles, users verify the migrated data in the IMS Verification Tool against the corresponding McCamish records. The verification checklist includes policy number, insured name, parent details, DOB, policy issue and maturity dates, premium details, customer ID, assignment details, paid-to-date, address, contact details, nominee and agent information, and financial details in loan cases.
Three-Wave Migration and Verification Plan
The Department has structured the activity into three waves covering the identified HOs/CPCs:
- Wave I: 81 CPCs — data up to 31.08.2026, made available from 15.09.2026 on a tentative basis.
- Wave II: 209 CPCs — data up to 31.08.2026, made available from 21.09.2026.
- Wave III: Remaining 569 CPCs — data up to 31.08.2026, made available from 28.09.2026.
This phased approach is intended to provide adequate time for verification, reconciliation and migration of the identified offices.
Daily Monitoring and Progress Reporting
Divisional Heads, in coordination with the concerned Senior Postmaster/Postmaster, are required to closely supervise the day-to-day verification work. The DDM/ADM, PLI will monitor progress daily and maintain an office-wise verification tracker covering total policies, daily verification, cumulative verification, matched/mismatched records, pending verification and major issues.
A Daily Progress Report (DPR) is to be furnished to the PLI Directorate by 10:30 AM on the following working day, covering the verification work undertaken on the preceding day.
Focus on Infrastructure and Readiness
Circles have been instructed to ensure adequate manpower, computers, network connectivity, McCamish accessibility, appropriate role-based system access and monitoring arrangements. The required infrastructure and resources are to be confirmed before commencement of the verification exercise.
The CIS-to-IMS migration therefore involves not merely transferring data, but a structured process of data validation, reconciliation, role-based verification, approval and readiness confirmation before migration. The instructions emphasize close monitoring and strict adherence to prescribed timelines to ensure smooth implementation across Circles and Offices.