Case Study: The Meruelo Group achieves 25% HR time savings and lower plan costs with PlanSource

How PlanSource’s benefits technology software helped Meruelo Group enhance efficiency of benefits administration

The Meruelo Group, a strategic consulting and business support firm, had used PlanSource’s benefits technology software since 2012 but hadn’t enabled its full capabilities. As a result, important aspects of employee claims were being missed, HR time was consumed by manual tasks that could be automated, and the company was losing money on plan costs.

PlanSource implemented customized reporting, employee self-service, automated email and text campaigns, and rapid configuration for COVID-19 to boost engagement and automate processes. The Meruelo Group saw measurable impact from PlanSource: 25% total HR time savings, 10% time saved just by automating newly eligible enrollment communications, lower plan costs from improved reporting and data accuracy, and a seamless automated furlough process for 5,000+ employees during COVID-19.

Meruelo Group

Tammy Valle

Director, HR Operations