Case Study: USI Heinen’s achieves 2.3x faster life-event processing and 100% digital enrollment with PlanSource

Heinen’s Uses PlanSource to Increase Operational Efficiency and Simplify Benefits Administration

USI Heinen’s, a family-owned grocery business with 4,000+ employees across retail, warehouse and corporate roles, faced overwhelmed HR teams and cumbersome paper-based benefits administration—boxes of forms, three-day life-event processing, and limited reporting. Since partnering with PlanSource in 2018 and adopting the PlanSource Advantage Program and its mobile-friendly online benefits administration platform, USI Heinen’s began replacing manual processes with automated, digital enrollment.

PlanSource implemented a mobile-first, automated benefits platform that lets USI Heinen’s add HR guidelines, automate enrollments, and run real-time reports to audit carrier invoices. The outcome: 100% digital enrollment, 2.3x faster life-event processing, higher plan participation from reminders and real-time reporting, and markedly improved data integration and reporting efficiency for USI Heinen’s.

USI Heinen’s

Ashley Bales

Benefits and Leave Specialist