Key Takeaways
Low-code Doc. Builder Solution
Instantly Renew or Create Policy in a Few Clicks
75% Faster Processing Time
Single Source of Truth to Manage Over 5000 Policy Descriptions
Methodical 200-page Document Generation
560+ Automated Business Rules
Challenge
Allied Benefit Systems, a US national healthcare solutions company, faced several challenges due to their manual process for creating 'Policy Description Documents':
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Slow, labor-intensive process requiring high operating cost.
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Frequent human errors resulted in discrepancies, leading to customer dissatisfaction and compliance issues.
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Security risk - unauthorized access to customer data that contains sensitive policy information
Solution
In 3 months, we worked with Allied Benefit Systems to streamline this process and delivered automation on Joget with the following capabilities:
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Automated thousands of policy creation alongside other downstream activities.
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Cut customization and document validation time by 90% for business users.
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Enabled modifiable templates and content placeholders for quick policies generation, accommodating various business cases
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Integrated workflows to automate data inputs, organize document sections, and simplify renewals.
Outcome
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75% faster processing of the end-to-end policy generation.
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Improved customer satisfaction by delivering accurate, compliant, and customized policies with quicker turnaround
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Better operations by automating document management, removing redundancies while ensuring smooth handling of future demands.
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Secured customer data with centralized user access controls, ensuring compliance with industry standards.
Full Story
Context
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Allied Benefit Systems was established in 1980 as the largest third-party administrator of insurance in the United States offering self-insurance benefits for small and medium-sized employees.
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Every health insurance enrollment requires the creation of 200-pages policy documents on benefits, exemptions, outpatient labs and facilities, cost share such as copay, coinsurance, and deductibles.
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In the past, creating thousands of policy documents was manually done on emails, spreadsheets, and dozens of siloed enterprise systems. This resulted in inefficiencies, errors, and higher operating costs, making it increasingly difficult for Allied to scale up as their client base grew.
Solution
Mokxa collaborated closely with Allied Benefit to analyze their processes and implemented a tailored, automated solution on low-code Joget. This comprehensive system accelerated policy creation, improved efficiency, and ensured compliance. Key capabilities of the solution includes:
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Enhance speed and accuracy by streamlining policy creation with minimum effort, seamlessly weaving into the existing business processes for the benefits administration teams at Allied
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Create policy descriptions 90% faster using pre-built templates/layouts that are easy to edit, extend, and replace. In 4 simple steps - select a template, enter customer data, review sections, and generate—policies are ready in minutes.
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Automate UI formatting, business rules validation, and SLA (Service-level agreements) checks for accuracy and compliance.
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Outcome
Provision of the solution enabled Allied Benefit Systems to digitally transform, delivering clear, measurable results that supports its future growth while maintaining productivity and scalability:
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Allied Benefit was able to seamlessly support its extensive customers base, handling high volumes of policy creation and renewals without needing additional staff.
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Happier customers. Policies were generated faster, with greater accuracy and compliance, meeting client expectations more consistently.
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Better operational reliability. Automated processes eliminated manual errors and redundancies, ensuring smoother workflows.
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Staff could redirect their efforts to higher-value tasks, as policy creation became a streamlined, efficient process.
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In no-time, we successfully migrated 1,800+ legacy documents into the new system. It is now fully capable of handling thousands of policy descriptions as Allied continues to scale and grow. ​​​
