THE VIRTUAL MEDICAL CAPTIVE FORUM | MAY 19, 2021

RAISING THE GAME

Networking  Education  Ideas  for the Future of Healthcare

Develop Your Game Plan for Affordable Health Insurance

Hitting the wall with increasing healthcare costs? Looking to learn more about self-funding for affordable and best-in-class health benefits for your employees? Roundstone’s Medical Captive Forum (MCF) educates employers and advisors on the latest health insurance cost-saving strategies. Access the day’s events on-demand now to learn how you can make a difference for the future of health insurance.

EXPLORE THE MCF AGENDA

Navigating the
Self-Funded Journey

Employer Panel Keynote

Navigating the Self-Funded Journey

Put yourself in our Employer clients’ shoes and learn from their experiences as they made the switch to self-funding- some do’s, don’ts, and tips for success. We’ll be learning from an employer who has been self-funded for less than one year, as well as an employer who’s renewed their plan and is looking towards year two and beyond.

Identify & Overcome Obstacles to Controlling Costs in Healthcare

Industry Leaders Keynote

Identify & Overcome Obstacles to Controlling Costs in Healthcare

This is a can’t-miss discussion! Two top industry experts will share their perspectives on plan design best practices. They’ll focus on key action items to control the cost and provide quality and affordable healthcare to employees. We’ll be discussing emerging technologies in wake of COVID-19, the importance of “mindset shift”, how to spot a great benefits advisor, and how to overcome organizational and structural barriers to secure a benefits plan that works for you.

Exactly What To Say:
Navigating Change

Phil M Jones Keynote

Exactly What To Say: Navigating Change

When you change your WORDS, you can change your WORLD. With the wealth of disruption across countless industries, it is imperative that you take responsibility for your role in tackling each of the critical conversations ahead of you. Navigating change requires you to inspire and empower people to see things differently, act in different ways and create different results. Watch Phil reframe perspective on the current situation- this session is the perfect catalyst to create the positive change you are looking for.

How to Take Advantage
of Self-Funding

Employer Breakout Session

How to Take Advantage of Self-Funding

You want to go self-funded – now what? Join two of Roundstone’s top Regional Practice Leaders for an honest discussion of how to implement a self-funded plan that’s destined for success. You’ll learn how to budget, what to expect, and how to take advantage of all the tools, data, and resources available to you.

Managing Catastrophic Diagnoses

Advisor Breakout Session

Managing Catastrophic Diagnoses

This panel discussion, featuring Interlink and Roundstone’s own on-staff RN, Brooke Piguet, will give you more context for the world of catastrophic diagnoses: what they are, what actions to take proactively to reduce costs, and how to support and involve members who receive a life-changing diagnosis.

High Cost Drug Management

Advisor Breakout Session

High Cost Drug Management

What do we mean when we’re talking about high cost drugs? Join this fireside chat with AscellaHealth and Southern Scripts to learn more about the role of PBMs, how high cost drugs are identified, and programs that help reduce those costs dramatically. You’ll see why having a preferred partner network makes all the difference!

Employee Communications
Best Practices

Employer Breakout Session

Employee Communications
Best Practices

This fireside chat with Auxiant will dive deep into employee communications best practices. Who’s responsible for what? What is the messaging? How do we make sure employees know how to use their benefits plan? We’ll discuss all of these questions and more to help employees navigate their health plan for successful onboarding and ongoing implementation.

Controlling Costs with
Plan Design and Documents

Roundtable Discussion

Controlling Costs with
Plan Design and Documents

What makes a good game plan? Your plan document is an opportunity to set cost-controlling rules and build them right into your benefits plan. Join Roundstone experts and underwriters for an open discussion and Q&A opportunity.

Data Transparency and
the CSI Dashboard

Roundtable Discussion

Data Transparency and
the CSI Dashboard

It’s all about the data! One of the biggest benefits of a self-funded plan is access to your own data via your online CSI Dashboard, powered by Deerwalk, a Cedar Gate company. Join an expert from Deerwalk and our cost containment specialist for a discussion and Q&A aimed to help you get the most out of your data.

Innovative Ideas and Incentives
for Employee Engagement

Roundtable Discussion

Innovative Ideas and Incentives
for Employee Engagement

Add to your Employee Engagement toolbox with the ideas generated in this roundtable. You’ll be discussing the benefits of an engaged employee base, and how that ties into the overall success of your workplace. We’ll also be discussing how to sustain engagement efforts, and fun trends like gamification.

MEET THE SPEAKERS

Eric Bricker

Dr. Eric
Bricker

Founder of ahealthcarez

Eric Bricker, MD, a board-certified internal medicine physician, is the Chief Medical Officer of AHealthcareZ and founder of Texas Family Insurance…

David Chase Speaker Headshot

David
Chase

Founder of Health Rosetta

David Chase leads the vision for Health Rosetta, which is to empower community-owned health plans. Health Rosetta’s blueprint…

Phil M Jones

Phil M
Jones

Best-selling Author

Phil M Jones is a master of influence and persuasion – the author of the best-selling “Exactly” Book Series with 1 million copies sold – and producer…

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ABOUT US

Roundstone Insurance

Roundstone is an innovative insurance organization founded in 2003 with a vision of giving small and mid-sized businesses a proven strategy and solutions for affordable health insurance for their employees – paying only for the healthcare they use while keeping the savings. We focus on the development, underwriting and servicing of captive insurance programs. Our unique self-funding solution delivers high quality of care, mitigates risks, reduces claims volatility, controls costs, and returns savings right back to the employers – a win-win all around. Hundreds of businesses rely on Roundstone as their trusted health insurance provider, saving them an average of 20 percent annually over the past decade. Roundstone is headquartered in Lakewood, Ohio with representatives throughout the United States.

© 2021 Roundstone. All rights reserved.

Eric Bricker

Dr. Eric Bricker,
Founder of ahealthcarez

Eric Bricker, MD, a board-certified internal medicine physician, is the Chief Medical Officer of AHealthcareZ and founder of Texas Family Insurance. Prior to those endeavors, Bricker co-founded Compass Professional Health Services to help change how healthcare is delivered to improve employee health and lower healthcare costs. Dr. Bricker has published numerous articles about the quality of diabetes care and treatment of hospital-acquired infections and regularly speaks at employer and insurance broker/benefit consultant seminars on consumerism. Before becoming a physician, Dr. Bricker was a hospital finance consultant and worked on billing projects at major medical centers across the country.

David Chase Speaker Headshot

David Chase,
Founder of Health Rosetta

David Chase leads the vision for Health Rosetta, which is to empower community-owned health plans. Health Rosetta’s blueprint and platform powers the health plans of your dreams: high quality, trustworthy, local, affordable care from caregivers you know & trust. Human-centered health plans restore health, hope & well-being. Through best-selling books & work on The Resident (on FOX), the tremendous successes & opportunities with Health Rosetta-type health plans is highlighted. Chase’s work has reached over 10 million people with the goal of informing, enraging, empowering, and activating a broad grassroots movement designed to restore hope, health, and well-being to our communities. Chase received the Health Value Awards’ Lifetime Achievement for Health Benefits Innovation at the 2020 World Health Care Congress.

Phil M Jones

Phil M Jones,
Best-selling Author

Phil M Jones is a master of influence and persuasion – the author of the best-selling “Exactly” Book Series with 1 million copies sold – and producer of the “Most Listened To” Audiobook of 2018. An entrepreneur since the age of 14, formerly the youngest sales leader of a major fashion retailer who also worked with a host of Premier League Football Clubs, Phil’s “Magic Words” give leaders more impact, sales teams improved conversions, and team members more influence in their daily conversations.