Working in the M&A space, we are frequently presented with complicated benefits and enrollment issues. Will from Palmetto is the first person I call in any of these situations. He and his team always seem to find a solution when we’ve been met with roadblocks everywhere else. It’s truly a pleasure working with them.

When I was first introduced to Will Greene, we needed an enrollment solution with an almost impossible deadline to meet. I was a bit skeptical if this would work out but so glad I trusted Will. He and his team immediately went to work and had everything ready for enrollment meetings on the as promised date. His team coordinated enrollers to be in multiple locations, set up their system to accept the enrollments, had the call center available, and provided the best service possible. His enrollers got compliments on their ability to communicate benefits and answer questions from employees. Will conducted one of the meetings at the headquarters and did a great job communicating with the group.

As consultants operating in the M&A space we are consistently running into deals with very short timetables and non-traditional environments. Finding partners that can operate within the challenging environment of M&A is difficult. We met the Palmetto team 8 years ago, shortly after we took Broker of Record on a newly acquired company (600 employees); they were asking for onsite, one on one enrollment support. Palmetto stepped in with very little time to plan and executed flawlessly, enrolling all 600 employees without issue. Since that initial experience with Palmetto, we have used their platform on countless M&A transactions. They have proven time and time again to be a true partner, one that our team can rely on with absolute trust and confidence.