Projected 27% ROI on digital transformation
50% productivity improvement across teams
Onboarded 2,000+ groups in 6 weeks
Key Takeaways
10+ process automations across 25 screens
Full solution delivery in 3 months
Challenge
Allied Benefit Systems is the largest independent 3rd party insurance administrator in the U.S.. Client onboarding is their core business process to add new customers to their biggest line of business. But that mission-critical process was bogged down by manual spreadsheets, siloed databases, and zero visibility, leading to:
Onboarding was slow, tedious & labor-intensive
No centralized oversight, leading to inefficiencies
Traceability was limited, workflows error-prone
Digital transformation stuck in neutral
Solution
With a focused game-plan, Mokxa conducted a process assessment and root-cause analysis. After mapping out the underlying business gaps, we built and rolled out a fully-automated client onboarding solution on Joget, enabling them to:
Modernize onboarding with digital forms and automated workflows
Centralize data in one source of truth integrated with enterprise systems
Enable full lifecycle visibility on a UI-based Record Management System
Simplify customization of solutions for client
Foster user adoption across the organization
Outcome
The transformation gave Allied the speed, structure, and scalability they were missing — and the results followed fast:
27% projected ROI on transformation
50% jump in team productivity
2,000+ groups onboarded in just 6 weeks
10+ processes automated across 25 user screens
Full assessment, build, and rollout in 90 days
Full Story
Context
For Allied Benefit Systems, the onboarding process was more than just a step in the workflow—it was the key to their largest lines of business as the largest independent third-party insurance administrator in the U.S.
But the manual and fragmented approach they used was slowing them down. Without the right automation or oversight, inefficiencies were inevitable, impacting their overall digital strategy.
Allied needed a solution that could streamline onboarding, improve transparency, and drive operational efficiency to support their broader digital goals.
Solution
After diving deep into Allied Benefit Systems' onboarding challenges through a comprehensive assessment, Mokxa crafted a tailored solution to address the root causes. In three months, we transformed their manual process into a seamless, fully automated solution powered by Joget.
Created a unified system of record, seamlessly integrating with key systems like their Enterprise Data Warehouse and Active Directory.
Built a UI-based Record Management System, allowing business users to track, update, and close the onboarding process with ease.
Provided flexibility for growth by enabling the creation of new products, modifying business rules, and managing user access—all through an easy-to-use interface.
This solution streamlined onboarding and gave Allied the transparency and control they needed to drive efficiency
Outcome
The results were immediate and impactful. With the new system in place, Allied Benefit Systems saw a 27% ROI projection and a 50% improvement in productivity.
Right in time for their yearly open enrollment season, they successfully onboarded over 2,000 groups within 6 weeks, a clear testament to the efficiency and scalability driven by the transformation.
By automating more than 10 processes across 25 user screens, manual errors were significantly reduced, and the entire onboarding turnaround became faster and more reliable.
In three months, this transformation didn’t just implement a new platform—it fundamentally reshaped Allied’s business, driving growth, and enabling ongoing improvements in efficiency and scalability.