Customer Details
Customer
Allied Benefit Systems
Country
United States
Industry
Insurance
Implementation Partner
Partner
Mokxa Technologies
Allied Benefit Systems, the largest independent third-party insurance administrator in the US, was managing its self-funded health plan contracting through disconnected systems. Pricing, document generation, and signatures were all handled separately, forcing teams to manually bridge the gap between a finalized sale and a signed contract — creating compliance risks, costly errors in financial rate sheets, and a bottleneck that could not scale with the company’s aggressive ASO market expansion.
Joget’s partner, Mokxa Technologies built a contract digitization platform on Joget that stitched together contract customisation, generation, approval, eSignature via DocuSign, and legal finalization into a single automated workflow. The result: 30% time savings per contract, a 50% productivity improvement for contract teams, and a fully scalable operation capable of handling peak renewal volumes without additional hiring.
Related
CHALLENGES
Siloed Systems, Last-Mile Friction
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Allied’s growth was hindered by “siloed automation,” where disconnected technologies handled contracting, document generation, and signatures separately.
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Customer data were trapped in silos, forcing teams to manually bridge the gap between a finalized sale and a signed contract.
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Process bottlenecks and tech debt slowed down turnarounds, increased exposure to compliance risks and costly errors in financial rate sheets.
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This “last-mile” friction became a liability that couldn’t scale with their aggressive ASO market expansion.
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SOLUTIONS
End-to-End Contract Automation
Contract Digitization was achieved by Mokxa Technologies for Allied Benefit Systems using Joget, to orchestrate ‘last-mile’ process automation, enabling 30% faster turnaround.
Empathetic Listening
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Engaged with Allied’s business units to understand the friction between finalized rate sheets and health insurance contracts.
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Captured the explicit business need for a “low-touch” contract delivery process that empowers sales while maintaining compliance integrity.
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Identified that transformation required stitching together pricing, onboarding, and contracting systems to drive faster sales cycles and stronger compliance.
Insightful Visioning
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Enabled full workflow automation stitching contract customization, generation, approval, signature, and legal finalization into a cohesive digital thread.
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Used Joget as an integration fabric to unify disparate tech tools with real-time collaboration, and user-friendly touch-points.
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API-first approach designed to work with existing tech stacks (like Gavel & DocuSign) to guarantee minimal disruption to the ASO lifecycle.
Relentless Execution
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Engineered the instant transfer of validated data from onboarding systems into the contracting engine.
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Dynamic contract generation that transforms customer data into customized, compliant benefit contracts with full audit controls.
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Enabled legal finalization that automatically connects digital contracts to eSignature for sign-offs.
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Created a transparent “source of truth” providing both Allied and its clients instant access to their partnership.
Related
RESULTS
30% Faster, 50% More Productive
30%
Time Savings Per Contract
Related
50%
Productivity Boost
Related
Scalable
To handle peak renewal spikes
Related
"Dynamic contract generation transforms customer data into customised, compliant benefit contracts — with full audit controls and 30% time savings per contract."
30% time savings per contract through automated contract generation and workflow digitization.
50% productivity improvement for teams managing contract processing and approvals.
Scalable operations capable of handling peak contract renewal volumes without additional hiring.
Minimized human errors across thousands of generated contracts through standardized automation.
Accelerated revenue realization by accelerating contract turnaround and approval cycles.