Homepage 2018-03-13T00:46:30+00:00

Our History

Founded in 2010, we look for opportunities to better service our Broker Partners and Employer Clients. With the introduction of technology into the employee benefits industry, education of employee benefits has never been more important. Allow our team to assist your agency or company gain a competitive advantage over the competition!

“Fast is the New Big…”

We work with both the broker partner and employer client to create a seamless enrollment experience that encompasses the new technology available in the marketplace without losing the human element.  In today’s world, the ability to quickly and effectively communicate, educate and enroll employees in their benefits is becoming harder. Our role is to be a single-source provider of technology, enrollment man-power, and voluntary benefits. Assisting the Broker and HR Team from the beginning of the enrollment we become a value-added resource to both parties. “Fast is the new big…” with our implementation process down to as low as 14 days, we help get things done!

Our Services

Our goal is to be a single source provider of technology, enrollment communication and education and voluntary benefits. Our flexibility with technology and enrollment methods allow us to bring a unique value proposition to our broker clients and employer clients.While technology makes things “easier”, we think now more than ever you need a partner that understands your goals and the importance of an effective open enrollment strategy. No two scenarios are the same…..and our flexibility allows us to capitalize in EVERY scenario!

Our Products

How we can help

Our Team

Behind the Scenes

Will Greene
Will GreenePresident/Director of Sales
Will grew up in Hilton Head Island, SC. He graduated from Winthrop University with a degree in Finance in 2008. After working at an investment firm for 2 years, looking for a change, he decided to start his own agency. Will currently lives in Charleston with his wife and daughter. In his free time he enjoys hunting, playing golf, and anything involving the Clemson Tigers.
Linda Reed
Linda ReedSenior Implementation Manager
Linda joined PBS after working in the Colonial Life home office for over 20 years. She moved to Charleston, SC from Columbia, SC where she lived for 40 years. Linda is in charge of helping implementing new and existing customers. In her spare time, Linda enjoys reading, photography and spending time with family.
Kevin Barksdale
Kevin BarksdaleAgency Sales Manager
Kevin is a graduate of the Darla Moore School of Business at the University of South Carolina where he studied Insurance/Risk Management and Real Estate. Kevin has worked in property and casualty as well as life and health before coming to us from Benefitfocus. When he isn’t helping businesses deal with the rising cost of healthcare and their ability to attract and retain key employees, he enjoys golfing and watching the Gamecocks and Baltimore Ravens play football. He is a resident of Mount Pleasant with his loving wife, Lindsey.
Kaitlin Crowe
Kaitlin CroweAgency Sales Manager
Kaitlin grew up in Savannah, Georgia and has lived in Charleston for 9 years. Kaitlin earned a B.S. in Human Environmental Studies with a concentration in Food and Nutrition from the University of Alabama. Upon graduation Kaitlin wanted to use the knowledge from her degree to better educate groups interested in voluntary benefits. In her free time, Kaitlin enjoys going to yoga, crafting, any outdoor activities, and spending time with friends and family.
Hamp Greene
Hamp GreeneSenior Account Manager
Hamp has over 35 years of experience in sales and sales management, the majority of which was with a Fortune 100 company, with a focus on total customer satisfaction. Hamp is now leveraging his background assisting employers in managing their benefit programs in ways that bring value not only to their company, but to their employees as well. When not working, Hamp enjoys taking advantage of the many outdoor activities that are available on and around the island.
Don Faulkner
Don FaulknerSenior Account Manager
Don is a native of Greenwood, SC and has been living in the Columbia area since graduation from Clemson in 1976. He spent the first 10 years in Columbia as a park director with Richland County Recreation. He then joined Colonial Life in their corporate office working in multiple customer service departments. Upon leaving Colonial he carried those customer service skills with him to his present position. He now assists companies to better manage their benefits as well as communicate and enroll their employees in their available benefits. When not working he enjoys coaching youth baseball and volunteering at local parks.
John Scroggs
John ScroggsSenior Account Executive
John is a native of August Georgia, but has lived in Charleston for most of the last 25 years. After graduating from the University of Georgia, John began a 25 year career managing restaurants both in Augusta and Charleston. He is now using his customer service and employee relation skills to his advantage in providing cost-containment solutions and worksite benefit options to business of all sizes. When not working, John enjoys anything outdoors in the Lowcountry, from fishing and cooking, to a day at the beach.
Jim Boyd
Jim BoydSenior Account Manager
Jimmy grew up in Mount Pleasant and graduated from Porter-Gaud School. He attended the Citadel on track scholarship before transferring and graduating from Davidson College. The last 25+ years have been spent in the insurance arena working with individuals and business owners. Jimmy is a health enthusiast, avid runner and golfer.
Tony Frontiero
Tony FrontieroPremier Account Executive
Tony Frontiero joins Palmetto Benefits after moving his family to South Carolina from Gloucester, MA. Joining him in the move was his wife Jenna and four children. Before the move to the Low Country, Tony spent nearly 10 years selling personal lines insurance for GE, a Fortune 10 company. He and his wife also own a small business that is still operating in Massachusetts thanks to an awesome staff. When Tony isn’t talking with fellow business owners or playing with his kids, he enjoys playing hockey and golf or watching his Bruins and Patriots play.
Harrison Mulligan
Harrison MulliganAccount Executive
Harrison grew up in Glen-Ridge, New Jersey. After college, Harrison enjoyed working in multiple competitive sales environments in Boston, Massachusetts before moving to South Carolina to be closer to his family. In his free time, Harrison enjoys the outdoors and writing for his blog.
Chrystal Alsteen
Chrystal AlsteenAccount Executive
Chrystal just relocated from Seattle where she attended the University of Washington. After the acquisition of her sales agency, she decided to move to Mt Pleasant and enjoy a warm, “beachy” lifestyle. The insurance industry has always been intriguing to her so she joined our team, and has been enlightening others on options for a better future. Chrystal loves dogs (especially her chocolate lab), enjoys sports, and spending time with her fiancé.
Colby Rotach
Colby RotachAccount Executive
Originally from Syracuse, NY, Colby attended the University of Buffalo before moving to Charleston in search of warmer weather. Colby fit right in at PBS due to his friendly disposition and excellent customer service skills. In his spare time, Colby enjoys spending time with his dogs, running, and all manner of outdoor activity.
Heath Shaver
Heath ShaverAccount Executive
Heath grew up in Spartanburg, SC and has been in Charleston for the past 4 years. He recently earned his B.A. in Criminal Justice from The Citadel, The Military College of South Carolina. He uses his training as a cadet to provide honest and exceptional service to employers while also giving employees peace of mind. He interned at another insurance firm while in school. In his free time he loves to play with his dog, Moose, and also watch college football.
Radi Simpson
Radi SimpsonAccount Executive
Radi joins Palmetto Benefit Solutions after a 35+ year career in the medical device industry. He currently lives in Sumter, SC with his wife. His two sons are currently in graduate school at Georgetown and University of Southern California.

Multi-Location Fitness Club

200 benefit eligible employees

Offering benefits for the first time

16 clubs across 3 states

Human Resources Department consisting of one

Executive Summary:

This client was introducing a benefit package to its employees for the first time in 2015 in an

attempt to attract and retain key employees. The firm felt that offering a benefit package

would separate themselves from its competitors.


The client approached Palmetto Benefit Solutions looking for enrollment support in 2015. This

was the first year the client offered a benefit package to the staff and wanted to make sure it

was communicated effectively. With an HR staff of 1, communicating to employees across 16

clubs was going to consume a lot of time and resources.

How Our Products & Services Helped

The broker and client were looking for a one stop solution to communicate the benefit package

being offered, educate employees who previously did not have benefits, and capture elections

at the point of enrollment. We designed a custom website that included information about the

core plans offered, frequently asked questions to help reduce calls to the HR manager, and

important phone numbers for post enrollment. Palmetto Benefit Solutions absorbed the cost of

benefit booklets for all locations and distributed to the employees during enrollment. In

partnership with HR, we selected voluntary products we believed would best fit the employees

in this industry. Palmetto Benefit Solutions enrolled 3 health insurance plans, dental, and vision.

The voluntary products enrolled included short term disability, accident, and term life. After the

enrollment was completed we sent data feeds to all core carriers.

As with all of our clients, we provided pre-enrollment communication, core education and

enrollment, and data returns at NO COST to the employer and broker.

Multi-Location Hotel Management Company

600 employees spread across 6 hotel

Majority of employees speak Spanish or Creole

Constant Influx of New employees

Executive Summary:

This client was looking for a 1 on 1 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.


Prior to selecting Palmetto Benefit Solutions as their strategic partner, the HR team relied on

the General Mangers to communicate and educate the employees on benefit options. In 2014,

this created confusion amongst the employees who signed up for benefits directly through the

Healthcare Marketplace, and applied for a subsidy. The HR Team wanted enrollment support

that could accomplish two things: 1) communicate the current benefit package to all employees

across 2 states and 6 locations and 2) educate the employees on the repercussions of declining

the employer sponsored benefits and then applying for coverage elsewhere. The open

enrollment was limited to 7 days and had a need for English, Spanish, and Creole speaking


How Our Products & Services Helped

The broker partnered with our team to assist with the annual open enrollment as well as the

ongoing one-on- one meetings with each new hire during the course of the year. Prior to the

start of the open enrollment, Palmetto Benefit Solutions created a customized benefit website

for employees to visit prior to their consultation to help better educate the employee about

their options. Palmetto Benefit Solutions also created custom benefit booklets to distribute to

all employees 2 days prior to open enrollment. Once open enrollment began, we enrolled each

employee in their core benefits which consisted of: two health plans, dental, vision, STD, LTD,

VGTL as well as Colonial Life Voluntary products. Each employee was enrolled during a 20-

minute benefit consultation during a 7-day enrollment window.

Please note that all of the enrollment, benefit communication, and pre-enrollment

communication services we provided were free of charge to the company and the broker.

Results, Return on Investment and Future Plans

Because our team was able to handle this process in a timely manner, the employees had

minimal time away from work. This also meant that the General Managers were no longer

saddled with explaining benefits and collecting employee elections……allowing them to focus

on their main role……running a hotel! Palmetto Benefit Solutions continues to enroll new

employees on the 15 th of the month at all six locations.

Note: The enrollment totaled $145,000 in annualized premium for worksite, resulting in

$30,000 commission for the broker. Fees Charged to Client and Broker: $0.00

Recreational Equipment Manufacturer

450 offices across South Carolina

Sales Reps in Multiple Locations

Constant Influx of New Employees

Executive Summary

The HR team at this particular company believed in voluntary benefits and 1 on 1 enrollment capabilities but did not have the right team in place to implement these systems in a timely manner. They found the previous firm to be inflexible, slow and not able to keep up with the demands of recurring monthly enrollments. When the time came to evaluate other enrollment and benefit communications options, they jumped on it and soon chose Palmetto Benefit Solutions.


During the annual enrollment period, the communication of core benefit plan changes as well as the administration of a biometric screening needed to be administered to each employee. Due to its acquisition of another manufacturing facility, it was essential that the company have recurring monthly enrollments for new hires in multiple locations. This enrollment needed to be completed within a 4 day period, and had to cover 3 shifts per day which the previous firm was unable to accomplish.

How Our Products & Services Helped

The broker partnered with our team to assist with the annual enrollment as well as the vital one-on-one meetings with each new hire throughout the year. We enrolled each employee in their core benefits which consisted of: 3 health options, dental, vision, STD, LTD, VGTL, as well as Colonial Life Voluntary products. Each employee was enrolled promptly and all 450 employees were seen, and had their biometric testing completed within 72 hours.

It is important to note that all of the enrollment and benefit communication services we provided were free of charge to the company and broker.

Results, ROI and Future Plans

Because our team was able to handle this process in such a timely manner, the employees had minimal downtime and in most cases, were able to return to their stations in less than 15 minutes. As of now, we continue to enroll new employees on a monthly basis in various locations across the US and have been able to assist the HR department by streamlining the onboarding process which saves time and money.

Note: This enrollment totaled $91,000 in annualized premium for worksite, resulting in a $19,000 commission for the broker.

Find Our Office

1012 Ewall St, Mt Pleasant, SC 29464

Questions? Get in touch.