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Group Health Insurance Client Onboarding Application


  • Client onboarding is the core business process for our client to add new customers to their biggest line of business. This process is crucial for them to establish a strong first impression on its customers, which in turn builds sustainable relationships.


  • In the past, the onboarding process was managed manually through technologies like spreadsheets, emails, and local databases, which resulted in operational inefficiency, information silos, human errors, limited traceability, etc.


Upon conducting a detailed process assessment and root-cause analysis to determine the underlying business challenges, we developed and deployed a business solution for the client within 3 months - a fully automated end-to-end Client Onboarding platform. Built on Joget, the platform enables the client to: 

  • Create a single system of record that integrates seamlessly with the client's critical IT systems like Enterprise Data Warehouse and Active Directory integration.


  • ​​Build a UI Based Record Management System that allows business users to initiate, track, update, and close the onboarding process.


  • Enable supporting functions like the ability to create new products and services, add/modify business rules, view reports/dashboards, user access management, etc.

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  • The onboarding platform automated over 10 business processes through 25 user screens. It empowers business users to take charge of their business activities by practically eliminating their dependency on technical expertise.

  • Right in the time for the high volume client intake during the yearly open enrollment season, the application has onboarded close to 2,000 groups within a span of 6 weeks since it has been live.

  • Other highlights of the solution includes digitized forms, automated business activities, integrated business rules, and orchestrated workflows. The client now has modularity to audit and make changes to all of the 'group customers' processed.


  • Monitoring, executive oversight and reporting is also established for SLA governance. This empowers the client to take immediate actions to highlight delays, monitor execution timeframe, manage escalation matrix, etc., thereby impacting the high priority action items instantly. 

Let us show you all the possibilities

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Suite 107
Columbia, MD 21046

877-37-MOKXA (376 - 6592)

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

Dubai, UAE

+971 58 5350021

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