Success Story:
Allied Benefit Systems
Scalable Workflow Automation, Delivering 50% Productivity Growth and ROI Gains.
The
Challenge
Allied Benefit faced inefficiencies in client onboarding, project governance, and benefits contract creation due to manual processes, disparate systems, and spreadsheet dependence.
These challenges hindered productivity, scalability, and timely service delivery, necessitating a customized, automated solution to streamline operations and meet business goals.
CLIENT SUMMARY
Allied Benefit Systems is a leading U.S.-based third-party administrator in healthcare. They specialize in flexible, customized health insurance solutions, providing comprehensive administrative services that improve cost-efficiency and compliance.
Through innovation and data analytics, Allied empowers clients to effectively manage healthcare benefits.
Step 1 Empathetic Listening
The Mokxa team engaged with key stakeholders through workshops and strategic conversations, examining the critical obstacles posed by Allied’s fragmented technology ecosystem and inflexible workflows. While Allied’s business teams required integrated solutions to enhance agility, their customers demanded personalized, scalable insurance plans, and executives focused on innovation and ROI.
Empathetic listening revealed the need for scalable digital solutions to enable self-service and automation, addressing spoken issues such as inefficiencies while tackling unspoken challenges like delayed decision-making and customer dissatisfaction.
The Iceberg Analysis
SPOKEN
- Optimize workflows and processes
- Integrate enterprise technologies
- Automate manual tasks & improve accuracy
- Enhance SLA management
UNSPOKEN
- Customer satisfaction and loyalty
- Data security and vulnerabilities
- Streamlined decisions-making
- Resource efficiency
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Step 2 Insightful Visioning
“We saw how interconnected Allied’s challenges were and focused on building a unified digital ecosystem that not only automated tasks but ensured everything worked seamlessly. Smooth data flow enabled a clear view of their operations and increased value delivered to clients.”
Harminder Singh,
Solution Architect
Mokxa
Pathways to The Solution
Business
Unification
Centralized assessment framework to align tech feasibility and goals.
Prioritize impactful use cases with phased MVP implementation.
Tech
Integration
Design scalable, modular, AI-powered solutions for growth.
Build process visibility, data insights, and SLA management.
Ecosystem
Alignment
Customized platforms with continuous support and enhancements.
Collaboration with key stakeholders and transparent delivery cycles.
Step 3 Relentless Execution
Automated End-to-End
Onboarding Platform
Streamlined business processes with record management for efficient client onboarding and business operations, including reports and dashboards.
Agile Project Governance Solution
for Efficiency
Co-created with Allied via adaptive sprints, enabling centralized project management and seamless evaluation of new initiatives.
Ratesheet Workflow
Transformation
Digitalized premium distribution monitoring and invoicing, reducing effort by 50%, freeing Allied from manual spreadsheet dependency.
Automated Summary Plan
Descriptions
Deployed a builder generating modular SPDs, enabling 10x faster creation, 75% time savings, scalability, and reliability.
Robust Business Rule
Automation
Integrated 560 rules, formulas, and validations, ensuring accuracy and scalability across operations without requiring additional hires.
Step 4
Value Attainment
Productivity
Improvement
50%
Savings in
Processing Time
75%
Groups Onboarded
in Peak Period
2000
CLIENT SPEAK
“At Allied, group customer onboarding is mission-critical, and our old Excel-based process made version control and reporting a constant struggle. Since moving to a Joget-powered solution with Mokxa, everything is streamlined and web-based — no more hunting for templates or reconciling conflicting data. It’s improved accuracy, efficiency, and collaboration across teams. Now, as we kick off our third major client on this system, we do so with confidence, knowing we have a reliable and scalable process in place. It’s been a true transformation.”
Heidi Miner
Director of Administrative Operations, Allied Benefit Systems
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