Advisor Toolkit

Learn. Engage. Win.

Roundstone is committed to helping advisors find success in offering a self-funded captive strategy to clients and prospects.

This toolkit equips you with self-funding client education and quoting resources so you can offer Roundstone confidently.

Why Roundstone

Roundstone stands out from other captives with guaranteed savings. See how we compare.

Client Education

Roundstone delivers unparalleled client education. Download our most effective and popular client materials.

Easy Quoting and Service Excellence

Use these documents to prepare an RFP submission.

Discuss Submissions with a Regional Practice Leader

Roundstone has a dedicated team of Regional Practice Leaders (RPLs) and Customer Outcomes Managers (COMs) ready to support you in your self-funding captive journey.

Sales Territory Map Graphic

Roundstone University

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Next Level Learning

Request a Roundstone University (RU) account and access in-depth courses through our intuitive learning platform.

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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