Roundstone helps insurance advisors accelerate growth with a transparent healthcare solution that delivers an average of 25% savings and more stable renewal rates.
Explore our captive health insurance model.
Roundstone helps insurance advisors accelerate growth with a transparent healthcare solution that delivers an average of 25% savings and more stable renewal rates.
Explore our captive health insurance model.
Businesses are tired of losing control over rising healthcare costs. That frustration leads to more shopping around and less growth for advisors. With Roundstone, our partners benefit from a proven, employer-first model that builds client trust and provides a simple choice when it’s time for renewal.
Stand apart by offering a solution that protects your clients’ investment and builds your bottom line.
Our captive insurance model is built specifically for small and mid-sized businesses that want predictable costs, transparent reporting, and real control of their healthcare strategy.
With an average of 25% savings over five years and a 90% annual renewal rate, you can present a better option with confidence.
Advisors can learn the value of captive health insurance with resources designed to help you educate clients and confidently position self-funded insurance.
The Advisor Toolkit provides client-ready resources to help you win proposals and stand out—plus tools to showcase Roundstone’s captive savings with confidence.
Get certified in captive and self-funded strategies to differentiate your approach and strengthen client trust.
Roundstone’s commitment to transparency, disciplined risk management, and long-term alignment with employers and their advisors set us apart. Our approach produces more predictable costs and guaranteed savings that help protect and grow your book.
Savings Accelerator, our data-driven cost containment platform, offers three tiers of fully vetted solutions to tackle and prevent larger claims. This covers everything from preventative medicine and telehealth to cancer care and alternative drug sourcing.
From initial qualification to renewal strategy, our team works alongside you. We offer educational resources, marketing support, underwriting expertise, and cost containment recommendations to help you close and retain business.
Employers with 50+ employees who are frustrated by annual double-digit renewals and want greater data transparency and control are a strong fit. We are always happy to have a conversation to jointly determine if our captive is right for your client.
Yes, Roundstone offers full flexibility on plan design, including choice of network, TPA and PBM partners. We can also recommend one of our Verified Partners, a network of proven TPAs and PBMs that offer the transparency, value, and service to deliver the best outcomes.
The change has resulted in lower-cost coverage, higher-quality care, and happier employees. We’re pleased to be part of Roundstone’s network of advisors and also one of Roundstone’s employer groups participating in the captive. It was a smart choice.
Senior VP of Sales, Totem Solutions
Connect with our team to see how Roundstone can help you deliver your clients stability, transparency and guaranteed long-term savings.