Captive Insurance Programs - News

Company News



From the Desk of Mike Schroeder (October Edition)

Slowing down and staying focused...

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Thinking Outside the Box

Leaders who think outside the box do the unexpected...

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2017 Rounstone Advisors Council

In August, our top advisors joined Roundstone for our bi-annual Advisors Council...

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From the Desk of Mike Schroeder (July Edition)

As we enjoy a summer break...

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Three Factors That Matter Most

What matters the most in self-funded captives?

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Roundstone Education for Advisors

It’s clear to me that our industry is starving for...

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Choosing a TPA

The employer relies on three consultants to deliver a return on that investment: their insurance advisor, the stop loss carrier, and the third-party administrator (TPA).

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Employer First

What would change if the participants in the health insurance market made all decisions with the employer as their first priority?

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Introducing The Roundstone Medical Captive Forum Speakers

The Forum will kick off with an evening reception to be followed by a full day of informative sessions presented by dynamic speakers.

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Roundstone Sponsors the ASCEND conference

Click here to watch Mike Schroeder's Innovator Interview from the conference.


From the Desk of Mike Schroeder

The advisors we see delivering clear value have been...

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The Top Five Employer Objections to Captive Insurance

As the January 2017 renewal season comes to a close and the dust begins to settle, Roundstone will again...

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Roundstone Speaks Around the Country

Roundstone has made a concerted effort this year to speak with as many advisors, employers and employer groups...

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Registration for the next Roundstone Medical Captive Forum is now open!

This Spring in Cleveland, Ohio, Roundstone will bring employers, advisors and health care industry experts together...

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From the Desk of Mike Schroeder

Every fall, we see a new school year, football, fantastic weather, the hope and promise of business growth...

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The Power of Variable Cost

As the January 1 renewal season begins to heat up, we are reminded...

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The Roundstone Advisors Council

In August, Roundstone established a select group of top-performing advisors...

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Introducing Roundstone University

Roundstone is launching an educational program this winter, focused on helping advisors...

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Save the Date!

We’re making plans to celebrate our brokers' success!

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From the Desk of Mike Schroeder...

After a fun summer, we approach a busy renewal season. During the renewal season, we have the opportunity to review and reflect on...

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The Voluntary Benefits Value Proposition

Almost all benefit advisors are adept at presenting the merits of the different major medical coverage options to their employer clients.

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Building Our Foundation

Roundstone announces its newly-minted mission, vision and core values.

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Roundstone is Moving!

Earlier this year, Roundstone announced it will be moving its company headquarters.

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Roundstone Sponsors and Competes in St. Edward’s Alumni Scholarship Golf Outing.

On August 3, 2015, local high school St. Edward held its annual Alumni Scholarship Golf Outing.  Regional Sales Manager Robert Pace, Sales Assistant John Plagens ‘08, and Junior Underwriters John Angelo and Nick Popely did the company proud in the scramble, coming in first place with a score of 15 under par.




Roundstone is Proud Sponsor of the West Side Catholic Center 2014 Charity Golf Scramble.

June 9, 2014: Roundstone is proud to sponsor and participate in the .




Roundstone Welcomes Jon Hendrix, Director of Underwriting and Market Development

June 5, 2014: Roundstone is proud to announce the addition of Jonathan Hendrix as Director of Accident & Health Underwriting and Market Development.  Jon will be leading Roundstone’s underwriting and operation teams. 


“Jon brings a fantastic track record of leadership in health plan management to Roundstone,” explained Michael Schroeder, Roundstone’s President.  “Jon possesses deep knowledge of and relationships in the health care segment.  He will be an asset as Roundstone leads the market innovation for providers and hospital systems deploying community health plans.  All supported by our turnkey medical captive solution.”

Read Press Release Here.


Roundstone's President, Michael Schroeder, PGA's Memorial Tournament Player

May 28,2014: Mike had the opportunity to participate in the ProAm for the Nationwide Invitational at The Memorial Tournament paired with Charl Schwartzel.




INCAP Health Insurance Program delivers on its promise of savings.

April 22, 2014: Clark & Lavey Benefits Solutions (Clark & Lavey) and Roundstone Management, Ltd. (Roundstone) are pleased with the initial INCAP™ insurance program’s first year results. After twelve months, nine of New Hampshire’s non-profit Health and Human Services Agencies experienced an 18% average savings over their 2013 standard market renewal options.


Roundstone’s President Michael Schroeder, congratulated all the stakeholders for their “commitment to health and wellness” - a commitment that delivered nearly two million dollars ($2,000,000) of savings.

Read More Here.


Roundstone and ProAssurance Announce Managing General Underwriter Agreement

February 25, 2014: Roundstone Management, Ltd. and ProAssurance Specialty Insurance Company, Inc. are pleased to announce a new Managing General Underwriter Agreement.  This new arrangement provides general liability and professional liability coverage for nursing homes participating in a special program utilizing a reinsurance captive through Roundstone’s segregated account facility.


Michael Schroeder, President of Roundstone, remarks, “After managing a successful program through 2007, we are looking forward to returning to the healthcare professional liability business, especially as there is now a void in the marketplace with the announced exit of American Safety.  We are confident that our new partnership with ProAssurance will help us create new opportunities for our companies, and those we seek to insure.”

Read More Here.

Roundstone Regional Sales Team Grows

January 9, 2014: Roundstone Management, Ltd. is proud to announce the addition of two new Regional Sales Managers. Glenn Bowman and Dan Evans are now part of the Mid-Market Med stop loss sales team. They will be extending Roundstone’s presence in the Southeast and West with their experience and market relationships. 


"Glenn and Dan bring self funded knowledge matched with long term advisor relationships in the Southeast, Southwest and Rockies,” explains Gene Pompili, Roundstone’s Senior Vice President of Sales. “We believe their experience will help us quickly open these markets to our Medical Captive solution.  We're excited to have them on our team."

Read More Here.

Roundstone Welcomes New Regional Sales Managers

October 30, 2013: Roundstone Management, Ltd. is proud to announce the addition of three new Regional Sales Managers. Charles Gragg, David Fox and David Grenell are now part of the Mid-Market Med stop loss sales team. They will be extending Roundstone’s presence across the nation with their experience and market relationships. 


“We’re very excited to bring these seasoned benefits sales veterans to the Mid-Market Med team,” said Gene Pompili, Roundstone’s Senior Vice President of Sales. “We look forward to leveraging their experience and extensive network of advisors to promote our inimitable offering.”

Read More Here.

Roundstone Supports the Cleveland community

Roundstone's Mike Schroeder and John Plagens showing their Roundstone support at the St. Edward's High School Athletic Boosters Golf Outing 2013.


Roundstone Welcomes Gene Pompili, Senior Vice President of Sales

Gene will lead our Mid-Market Med Medical Stop Loss Team. He comes to Roundstone with over 20 years of experience in the employee benefits industry. He is well versed in sales, strategic planning, e-commerce growth, and client management. He will be a great asset and motivator for the Roundstone Team.


Read Press Release.


Roundstone's President Mike Schroeder Being Interviewed about Captives on Healthy Knowledge Show on WHK 1420

Healthy Knowledge hosts will interview Mike Schroeder about captives, the benefits and how captives work on February 17, 2013 on WHK 1420 at 9pm.


Show will be available via podcast late in February 2013 on the Roundstone YouTube Channel.


For more information, go to the WHK website:


Roundstone Management, Ltd. Announces LongView Agency's National General Agency Agreement

Roundstone Management's LongView Agency is pleased to announce a new joint underwriting agreement with a rated A+ (Superior) by A.M. Best insurance company resulting in a collaboration of strength and stability. LongView will be the representative general agent for commercial auto insurance to the livery industry on a national basis. Read our complete press release here.



Roundstone Welcomes Matt Monda and Belinda Nowesnick

Roundstone's Newest eLearning Session is Available: Medical Stop Loss Captives and The Benefits

Roundstone Welcomes Todd Everson

Introducing Roundstone's eLearning Portal

Roundstone's President on BlogNotions

Welcome Judy and Jenn

We've got New Digs!

Welcome aboard, Chad