


Allied Benefit Systems, United States

Automated Policy Description Docs Generation and Management
Key Takeaways

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

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

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

Single source of truth to access Policy Descriptions with a single click
Context
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'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)
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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.
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Despite maximizing the capabilities of spreadsheets, Allied still faced significant limitations inherent to manual processes:
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Inefficient data management
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Cumbersome and error-prone administration tasks
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Ineffective Service Level Agreements (SLAs) and deadline tracking.
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No version controls & change management logs causing process breakdown
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Lack of data-based analytics and decision support
Solution
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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.
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Built on Joget, the solution simplifies business processes that are pertaining to the financial & analytical aspects of premiums distributions and management.
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Complex financial formulas and policies are baked into the design, automating financial compliance, ensuring data integrity.
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User friendly dashboards helped Allied's executives to easily access meaningful data for effective analysis and decision-making.
Outcome
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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.
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50% time savings for data entries through automated processes, templatized forms and customizable reports - freeing up the team to focus on creative tasks.
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Instant access to pending action items enabling key stakeholders to view, approve, and download Rate Sheets on-the-fly.
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Reduced human errors through validation-checks that were in place, allowing Allied to scale with lesser risks and fewer variables.
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Enabled effective, secured cross department collaboration via version controls, role-based access, and change management with audit trails
Hybrid Thinkers, Game Changing Solutions.
Solutions
Company
Contact Us
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Columbia, MD 21046
info@mokxa.com
877-37-MOKXA (376 - 6592)
301-591-2413
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Dubai, UAE
info@mokxa.com
+971 52 9031856
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