Join our network of trusted advisors.

Stand Out and Deliver

At times it can feel like you’re pulled in different directions, between servicing clients’ day-to-day needs and keeping them informed on emerging industry trends – and growing your book of business.

Together with Roundstone, you can satisfy all objectives.

Roundstone recognizes and appreciates the important role benefits advisors play — that’s why we only operate through our network of trusted advisors. We equip you with insights and materials to help explain the value of captive insurance to your clients and prospects. We’ve launched Roundstone University as your go-to resource for self-funded captive information and hold events throughout the year with our team of experts to help you answer questions about self-funding and captive fundamentals, and share case studies to illustrate how our solution works.

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How to Submit a Good RFP and Get the Best Quote

A Q&A Session on Zoom with Roundstone Experts


Be a Trusted Advisor

As an employee benefits advisor, you set out to be a consultant—a trusted client advocate matching each client’s unique health benefit needs.

But, each year, you find yourself repeating the same handful of health insurance options to clients and delivering bad news about rate increases. It’s not satisfying. Join our movement to positively disrupt the state of health insurance and advocate for your client’s best interests. Get the insider edge to presenting cost comparisons for your clients that win more business.


Deliver More Value

We are helping to transform health insurance – and the ecosystem supporting and delivering it – with our unique self-funding solution. Most large companies self-fund their health benefits because they understand the financial benefits (including cash flow advantages), and they have the data and resources to do so.

That’s where our innovative business model levels the playing field. We came up with a model that allowed small and mid-size businesses to get those same advantages by sharing risk in what is called a “captive” pool. The participants in the captive pool all band together, which makes a self-funded solution make financial sense.

Instead of delivering rate increases each year, you can hand-deliver savings checks back to your clients. Roundstone’s benefits advisors delivered more than $24.4 million in unspent premiums back to our clients in 2022.


Worry-Free Program Management

A captive funding arrangement doesn’t mean you’re “getting in the insurance business.” That’s what Roundstone is here for. We offer worry-free program management with a team of experienced professionals so that your choice of strategies for funding, claim management and cost control are implemented and delivered by Roundstone.

We equip you with the insights and materials to explain the value of captive health insurance to your clients, and help you every step of the way.

Roundstone By the Numbers

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average annual savings compared to fully-insured.

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average distribution
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unspent captive premium distributed pro rata in 2022.

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latest retention rate
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RU Ready to Learn?


Self-Driven eLearning on Self-Funding Strategies for Benefits Advisors 

Why Choose Self-Funding?

Whether self-funding becomes your door-opener or retention tool, learn more about our group medical captive so you can help employers change their approach to health benefits.

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