Success Story
The Meruelo Group
Learn how PlanSource’s benefits technology software helped Meruelo Group enhance efficiency of benefits administration.   

The Meruelo Group provides strategic consulting and business support services for companies across a wide range of industries, including construction, engineering, hospitality, gaming, and more. Having been a long-time partner with PlanSource since 2012, the company only recently started powering on the full capabilities of its PlanSource platform and have seen significant time-and-cost savings since.

Downey, CA
Strategic Consulting
The Meruelo Group
There were so many features and resources in PlanSource that we weren’t using when I first joined. Now that we are, it’s been such a time saver for my HR team, as well as savings for the plan.
Tammy Valle
Director of HR Operations 
  • Meruelo had PlanSource software in place but hadn’t yet turned on its full capabilities
  • Money was being wasted, because important aspects of employee claims were being missed 
  • HR time was consumed by tasks that could have easily been automated through PlanSource 
PlanSource’s reporting capabilities allowed The Meruelo Group’s HR leaders to gain immediate insight into where the company could lower costs – particularly in areas such as Medicare-eligible employees who might not realize they might be spending more on a group plan. PlanSource’s automated email and text message campaigns have been crucial in increasing employee engagement. Meruelo’s HR team saves 10% of their time simply by automating communications for newly eligible employees. Using optimized PlanSource software, The Meruelo Group is now operating at maximum Return on Investment on their benefits technology investments.
  • Employee self-service benefits management
  • Automated email and text campaigns to engage employees 
  • Customized reporting identifies cost-saving opportunities
  • Powerful configuration allowed for a quick, custom COVID-19 solution
HR time savings using automation and employee self-service tool
Lower plan costs
due to improved reporting and data accuracy
HR time saved automating enrollment communications for newly eligible employees alone
employees furloughed during COVID-19 through seamless, automated solution
Ready to See Results Like These?
See More Success Stories
Featured Success Story
Dermalogica – Customer Success Story
See how Dermalogica cut hours of tedious admin work out of open enrollment each year and continue to increase employee adoption year over year.
Latest Partner News
PlanSource Unveils New Partner Marketplace

PlanSource Unveils New Partner Marketplace

Recent Resources
Partner of the Week: PTO Exchange
Partner of the Week: PTO Exchange
Mercer | The Source: John Coleman
Mercer | The Source: John Coleman
Partner of the Week: BBP Admin
Partner of the Week: BBP Admin
Latest News
PlanSource Emerges into Employee Engagement Category

PlanSource Emerges into Employee Engagement Category