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Allied Benefit Systems, United States

Allied Benefit Systems

Automated Policy Description Docs Generation and Management

Key Takeaways

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Low-code Docs Builder Solution with templates & modular content blocks for easy edit


560+ parameters, SLAs & biz rules within the app, automating Policy Data mapping & validation


75% faster processing time to generate Policy Descriptions
in MS Word/PDF

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Instantly duplicate existing files & modify them to renew Policy or create
new Doc in few clicks

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Methodical generation of 200-page Docs, organized in sections with easily digestible data

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Single source of truth to access Policy Descriptions with a single click


  • 'Rate Sheets' management is a workflow to generate detailed financial sheets to generate detailed financial sheets for funds distributions to healthcare sub-entities (like premiums, broker commissions, etc)

  • This requires the extensive use of spreadsheets (MS Excel) for various administrative & analytical tasks, such as data entry, performing calculation with formulas, data analytics, and more.

  • Despite maximizing the capabilities of spreadsheets, Allied still faced significant limitations inherent to manual processes:

  • Inefficient data management

  • Cumbersome and error-prone administration tasks

  • Ineffective Service Level Agreements (SLAs) and deadline tracking.

  • No version controls & change management logs causing process breakdown

  • Lack of data-based analytics and decision support


  • Mokxa collaborated with citizen developers from Allied Benefit to build a modernized 'Rate Sheets Management Solution', demonstrating optimal resource utilization for an innovative, cost effective business solution delivery in just six weeks.


  • Built on Joget, the solution simplifies business processes that are pertaining to the financial & analytical aspects of premiums distributions and management.

  • Complex financial formulas and policies are baked into the design, automating financial compliance, ensuring data integrity.


  • User friendly dashboards helped Allied's executives to easily access meaningful data for effective analysis and decision-making.


  • Breaking free from spreadsheets, business users were able to instantly adopt the business solution to manage financial sheets, achieving a record-breaking 10x faster Rate Sheets creation.

  • 50% time savings for data entries through automated processes, templatized forms and customizable reports - freeing up the team to focus on creative tasks. 


  • Instant access to pending action items enabling key stakeholders to view, approve, and download Rate Sheets on-the-fly.


  • Reduced human errors through validation-checks that were in place, allowing Allied to scale with lesser risks and fewer variables.

  • Enabled effective, secured cross department collaboration via version controls, role-based access, and change management with audit trails

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Hybrid Thinkers, Game Changing Solutions.



Contact Us

7230 Lee Deforest Drive
Suite 107
Columbia, MD 21046

877-37-MOKXA (376 - 6592)

Dubai Silicon Oasis
Unit 101, DDP-IFZA, Building A2 

Dubai, UAE

+971 52 9031856

© 2023 Mokxa Technologies LLC

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"Awesome job team!!! Looking forward to hearing more about the user experience and the business value...”
Chief Transformation Officer

"Teamwork makes the dream work, approved!”
Project Manager, Administrative Services Only (ASO) - Healthcare Finance

"Exciting step forward! Thanks all"
Chief Financial Officer

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