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The Best Benefits Advisors in the Self-Funded Insurance Business

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We could not do what we do without benefits advisors. They are our guides, helping our clients navigate the world of self-funding. And not just any benefits advisor – we aim to work with the best employee benefits advisors in the country, those who stand out in the world of self-funded insurance. Advisors who are aligned with our mission of affordable, quality healthcare for all. Advisors who are driven to build a long-term relationship with us and their clients, the employers. And most importantly, advisors who always put the interests of the employer first. 

 

To that aim, last week in Arizona we welcomed a group of our top developing benefits advisors to join us at our second annual Roundstone University (RU) Boot Camp in Scottsdale, AZ.  Our goal for this event is to bring newer advisors together with our leadership, sales, marketing, operations, underwriting, and customer experience teams to learn, network and collaborate…and have some fun. In addition to a deep-dive education on our self-insured group captive solution, we hiked, golfed, and got to know each other better, enjoying great food and drinks throughout. It was a time to both socialize and learn about the benefits of a self-funded insurance plan.

 

Strong relationships breed success; our Boot Camp activities helped to build trust and rapport amongst us all. Thank you to all who attended RU Boot Camp 2023 in sunny (and chilly!) Arizona. Your insight and enthusiasm are inspiring. We left feeling energized and excited for the year ahead. As costs to traditional fully funded insurance continue to rise, the model of self-funded health insurance can truly be a lifeline to small to midsize businesses looking for an affordable solution for their employees.

 

We know the key to affecting positive change in health care is finding partners who do more than simply broker health insurance. We are looking for advisor partners who are as passionate as we are about standing with employers and employees in fighting against the status quo of the healthcare industry through a self-insured solution on the group medical captive model. It’s a tall order but we are up for it.

 

Are You With Us?

 

RU Boot Camp is just one of the initiatives we’ve rolled out for our aligned benefits advisors. Whether you are brand new to Roundstone or already one of our growth advisors, we have exciting tools and resources for you at every stage of our journey together through the world of self-funded health insurance. Our Roundstone Advisor Advocacy Program is an exclusive package of self-insured benefits designed to help you achieve your business goals, and includes special marketing access, events, and relationship building opportunities. We are rolling it out throughout this year. If you’re an advisor and want to know more, let us know.

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Join us at MCF 2024 in New Orleans on May 1-2!

A free educational event for employers and benefits advisors to learn how to optimize health benefits when you are self-funded in a medical captive.

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