Palmetto Broker Partners Case Studies

10 offices across South Carolina and Georgia

75 to 200 employees per office

3 plan options

The HR team didn’t have time to communicate the strategy to all 10 offices across multiple states while still being able to effectively enroll the participants in a timely manner during the open enrollment window

Since each office needed an individually customized cost containment strategy, it was imperative for whomever the HR team partnered with to have effective communication systems in place to accurately execute the planning and enrollment options

In 2012, after carefully weighing their options, they decided to go with our team, Palmetto Broker Partners

Since then, the company has realized not only a soundly communicated benefits plan but also an increase in revenue of 7.5%

450 employees across South Carolina

Sales reps in multiple locations

Constant influx of new employees

The HR team believed in voluntary benefits and one-on-one enrollment

Didn’t have the right team in place to implement these systems in a timely manner

Found the previous firm they worked with to be inflexible, slow and unable to keep up with the demands of recurring monthly enrollments

When the time came to evaluate alternative enrollment and benefit communications options, they jumped on it and chose Palmetto Broker Partners

600 employees spread across 6 hotels

Majority of employees speak Spanish or Creole

Constant influx of new employees

This client was looking for a one-on-one enrollment environment that would allow the employees access to a resource that could answer questions about the affordable care act and what their options were

200 benefit eligible employees

Offering benefits for the first time

16 clubs across 3 states

Human Resources Department consisting of one

Client was introducing a benefit package to its employees for the first time in an attempt to attract and retain key employees

The firm felt that offering a benefit package would separate them from competitors

Broker’s client acquired 11 separate companies with locations spread across four states and intended to put all under one benefits point

Enrollments previously done on three separate systems among target companies

The broker came to Palmetto Broker Partners looking for a single-source solution for communication and enrollment across all companies and locations

We were given a time table of less than 35 days to accomplish this

Set up Employee Navigator and built out core offerings in-house to have uniform/single-source enrollment elections for 2018 and 2019

Deployed benefits counselors to each location to conduct face-to-face enrollments with every employee to educate them on the new plan offerings and explain how they differed from coverages prior to the acquisition

The client continued to make acquisitions throughout 2019 and we assisted with on-site enrollment in each instance, regardless of location. For every acquisition, we sent an enrollment team to assist with the transition from old to new plans.