
The Best Benefits Advisors In The Business
Roundstone recognizes the best benefits advisors in the business, advisors who lead with self-funded captive solutions and consistently win for their clients.
Explore our blog resources to help employers and advisors understand the value of captive insurance.

Roundstone recognizes the best benefits advisors in the business, advisors who lead with self-funded captive solutions and consistently win for their clients.

Roundstone marks a year of strong growth and momentum, expanding the captive program, advisor network, and the team supporting self-funded mid-market employers.

Roundstone distributed $10.5 million back to its captive participants, returning unused premium directly to employers in line with the program’s structure.

Roundstone made the Inc 5000 list of fastest-growing private companies for a fifth consecutive year, reflecting sustained growth in the group captive program.

Roundstone was named a Northeast Ohio Top Workplace, recognized for employee experience, culture, and the way the team supports captive members and advisors.

Roundstone founder Mike Schroeder was named a finalist for EY Entrepreneur of the Year 2022 in the East Central region, recognizing growth and industry impact.
Self-funding means an employer pays for their employees’ healthcare claims directly instead of paying fixed premiums to an insurance carrier.
A medical group captive is a self-funded model where small and mid-sized employers join together to access financial advantages, share risk and gain greater stability.
Stop-loss insurance protects self-funded employers from large or unexpected claims. It caps financial risk so one high-cost event doesn’t significantly impact your overall healthcare spend.
Health insurance costs rise due to increasing healthcare prices, higher utilization, and lack of transparency in traditional models. Learn how self- funding through a captive can help offset these trends.
Cost containment includes strategies that reduce unnecessary healthcare spending while maintaining quality care. Read how tactics like claims analysis, preventative care, and pharmacy cost management can reduce spend.
Join us live or watch pre-recorded discussions, expert panels, and educational sessions designed for employers and advisors.
Hear candid conversations and real-world insights from industry experts shaping the future of healthcare funding.
Explore in-depth guides covering captive insurance, healthcare costs, and strategies for long-term savings.
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