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Roundstone recognizes and appreciates the important role benefits advisors play — that’s why we only operate through our network of trusted advisors.
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Advisor Toolkit
Welcome advisors and account managers! Use this toolkit as a resource to be a bigger hero to your clients. Bookmark it and visit often!
A Welcome Message from Mike Schroeder, President & Founder
A Message from Mike
WELCOME! We want to help you learn more about Roundstone – from the mechanics of our innovative group captive solution to our underlying mission, vision, and core values.
We’re committed to working with the best benefits advisors who want to do better than the status quo. One thing that truly sets us apart is being aligned with the best interests of your clients, the small and midsize employers who are looking for a better alternative for their health insurance.
We have put together this Welcome Kit to help you visualize your journey with us, and all the resources and tools we offer along the way as part of our Advisor Advocacy Program.
We believe we can grow and thrive together. Let’s seize the momentum in the market and get going.
What We Stand For
Roundstone believes everyone deserves affordable, quality healthcare. And the best way to deliver that vision is through aligned interests that prioritize employers and employees.
Together, we can help small and midsize employers get the healthcare they deserve, and only pay for what they actually use. We can help reduce healthcare costs, and provide transparency and personalized support every step of the way.
To accomplish these goals, we need your help. Our Advisor Advocacy program is designed to help you succeed with selling, onboarding, implementing and managing self-funded health plans.
See How Roundstone Helps Provide Better Healthcare at a Lower Cost
How Our Captive Works
We understand that the group captive approach to self funding can seem a little complex at first. So we created a visual graphic to help break it down that is now affectionately referred to as the “Layer Cake”.
Roundstone’s Layer Cake contains three layers: 1) Healthcare costs paid by the employer, 2) healthcare costs shared with other employers, and 3) healthcare costs shifted to the stop-loss carrier.
Everyone has their own style when delivering this slide. You can chalk-talk it, or review the graphic in detail during your initial presentation. However you slice it, the Layer Cake is an indispensable slide to help you and your clients thoroughly understand the Roundstone solution.
Telling Our Story…and Making it Retellable
We created a Discussion Guide to help you tell Roundstone’s story in a clear and concise way. The Guide simplifies our message, distills the key points, and backs them up with data. It also leads to a compelling next step. We also developed an accompanying video that features EVP of Sales, Rob Hamilton, and a roleplay between an advisor and an employer.
The Roundstone Difference
Roundstone is not your typical captive insurance company. We are passionate about changing the healthcare system, and we work with advisor partners who share our vision. We are so confident in our ability to save our clients money that we offer a 5-year guarantee. If your client does not save money after 5 years, we will make up the difference.
How You Win with Roundstone
Roundstone’s sales process helps you close more deals, renew your clients more easily, and earn more commission. Our proven track record of success over 5 years, as evidenced by our Financial Proforma Analysis, shows we are competitive against the traditional model. We can help you become a hero for your clients while also growing your book of business.
Introducing Bywater
Bywater is a third-party administrator (TPA) affiliated with Roundstone. We offer a one-stop-shop experience for self-funded health benefits and will work with you to guide your clients through the process every step of the way. Bywater is committed to high member satisfaction and delivers personal care and timely, accurate, and responsive service.
A Customer-first Mindset
Superior customer experience is the cornerstone of an effective self-funded health plan. That’s why we prioritize delivering superior and personalized customer service.
And we do take it personally. We work one-on-one with you to always ensure your clients the best customer experience. Our team of relationship managers works side-by-side with advisors and employers to prioritize care and cost-containment solutions to help your clients save money. Our approach is special in the self-insurance world. While all Roundstone customers have a dedicated care team, we also have specialized teams for different parts of the process:
- Implementation and Onboarding teams. These teams operate on the Bywater side and help employers joining a group captive to design benefits documents, organize accounting, and understand what to expect from a self-insured plan. They work hand-in-hand with advisors throughout the process.
- Bywater Service Center. The TPA service center teams help plan members understand their benefits and answer questions at an everyday level.
- Relationship Management Team. These teams have accountability for the Roundstone service side, including renewals and problem-solving for all advisors and their clients.
Your Relationship Management Team
Jennifer Trudel
Customer Outcomes Manager IIICustomer Outcomes Manager III for Sam Walters, Jack Schroeder, Bob Pace, and Pete Dalpiaz.
Molly Rockwood
Customer Outcomes Manager IICustomer Outcomes Manager II for Sam Walters, Jack Schroeder, Bob Pace, and Pete Dalpiaz.
Jenna Wyrwas
Customer Outcomes Manager ICustomer Outcomes Manager I for Sam Walters, Jack Schroeder, Bob Pace, and Pete Dalpiaz.
Robin Ball
Customer Outcomes Manager ICustomer Outcomes Manager I for Sam Walters, Jack Schroeder, Bob Pace, and Pete Dalpiaz.
Advisor Advocacy Program
The Roundstone Advisor Advocacy program is a journey we take together. Our goal is building mutual success, an easy RFP submission process, low DTQ rates, and a high number of bound groups.
Your RPL and our team is here to help you become a Roundstone Advocate, and ultimately a member of our Roundstone Advisory Council.
Hear from Advisors Who Help Employers by Self-Funding in Our Captive
The Playbook
When you partner with Roundstone, you work with a great team. We have proven sales strategies, sales training, dedicated Regional Practice Leaders, Relationship Managers, marketing pros — all who bring their A-game to help you succeed with us.
For example, we can help with:
- Learning the Roundstone solution and how to position and differentiate
- Custom sales training using the Sandler Method
- Developing a new marketing campaign
- Co-branded sales materials
We also offer special events and webinars throughout the year to keep you informed.
Enroll In Roundstone University
Roundstone University (RU) is your go-to resource when starting your journey with us. This online learning platform is intuitive, easy to navigate, and engaging. You can easily complete courses and programs designed to sharpen your skills and knowledge on how to position, sell, onboard, implement and manage a self-funded client.
RU also lets you tap into Roundstone’s entire library of content: fact sheets, ebooks, presentations, videos, and case studies. They are all here under one roof in RU and easy to access and download.
Submit An RFP
Are you ready to get going? Take the next step and submit an RFP for one or more of your groups. We make it easy.
Submission requirements will differ if the employer group is currently fully insured or self-funded. This is because the funding mechanisms and the availability of claims data are different. To help with this process, we have prepared Medical Captive RFP Checklists, one for current fully-insured employers and one for current self-funded employers.
To receive the most timely and competitive proposal, be sure to provide all requested information.
Pro Tip: For best results, send us a good group so we can accurately assess. It’s not how they’re running, it’s whether or not they’re a good fit for the captive.
We can turnaround quotes fast – in 5 days!
Enroll in Roundstone University
Roundstone University (RU) is your go-to resource when starting your journey with us. This online learning platform is intuitive, easy to navigate, and engaging. You can easily complete courses and programs designed to sharpen your skills and knowledge on how to position, sell, onboard, implement and manage a self-funded client.
RU also lets you tap into Roundstone’s entire library of content: fact sheets, ebooks, presentations, videos, and case studies. They are all here under one roof in RU and easy to access and download.
Submit an RFP
Are you ready to get going? Take the next step and submit an RFP for one or more of your groups. We make it easy.
Submission requirements will differ if the employer group is currently fully insured or self-funded. This is because the funding mechanisms and the availability of claims data are different. To help with this process, we have prepared Medical Captive RFP Checklists, one for current fully-insured employers and one for current self-funded employers.
To receive the most timely and competitive proposal, be sure to provide all requested information.
Pro Tip: For best results, send us a good group so we can accurately assess. It’s not how they’re running, it’s whether or not they’re a good fit for the captive.
We can turnaround quotes fast – in 5 days!
HOW TO CONTACT US
RPL Territory Map
Find the Regional Practice Leader
that serves your area.
Marketing Requests
Have an idea for a co-marketing
campaign or co-branding needs?
Bywater Support
Visit the Bywater website
for more information.
Stay In The Loop
Stay up-to-date on the latest news and resources from our team by following us on LinkedIn!
RPL Territory Map
Find the Regional Practice Leader that serves your area.
Marketing Requests
Have an idea for a co-marketing campaign or co-branding needs?
Bywater Support
Visit the Bywater website for more information.
Stay In The Loop
Stay up-to-date on the latest news and resources from our team by following us on LinkedIn!
ROUNDSTONE is an innovative employee health benefits company. We help small and midsize organizations offer competitive benefits at a lower cost by self-funding health insurance through our group medical captive. The Roundstone Captive enables companies to self-insure safely by pooling hundreds of employers together to share risk and save money. With easy onboarding and personalized support every step of the way, the Captive offers control, flexibility, transparency, and returns all savings back to employers where they belong. We believe in always aligning with the employers’ best interests and remain committed to our mission – quality, affordable healthcare and a better life for all.
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