ADVISORS
Roundstone recognizes and appreciates the important role benefits advisors play — that’s why we only operate through our network of trusted advisors.
RESOURCES
Explore helpful resources, including events, webinars, case studies, fact sheets, press releases, and more.BLOG
Stay up-to-date with the latest trends and learn about how small to midsize businesses can enjoy the benefits of self funded health insurance.
LATEST POST
FEATURED FAVORITES
RESOURCES
Explore helpful resources, including events, webinars, case studies, fact sheets, press releases, and more.
Webinars & Events
2025 Roundstone
Medical Captive Forum
The Distribution Explained
Delivers Client Success
RU Account Manager Workshop
Empowering Your Clients: Unlocking
the Secrets to Self-Funding Success
News & Views
Digital Downloads
- All
- Case Studies
- Checklists
- eBooks
- Handouts
Essential Guide to Health Insurance Captives for Benefits Advisors
Healthcare costs keep rising, and traditional insurance models don’t offer the transparency, control, or savings that employers need. From deciding if a captive is a good fit to managing it effectively, we’ll walk you through every step of implementing a captive program for your clients. Â
The CFO’s Guide to Managing Escalating Healthcare Costs
Focused on the financial impact of current trends in the employee benefits market, this eBook explores the ins and outs of self-funding through a group captive solution. Download now to see if a captive is the right choice for your company’s healthcare benefits.
Essential Guide to Self-Funding for HR Executives
With advice and tips from a team of experts, these comprehensive guidelines will help HR managers and anyone responsible for benefits in an organization to better understand how self-insurance works.
What Your Fully Insured Insurance Carrier Doesn't Want You to Know
It’s not a secret anymore- your fully insured insurance carrier would rather you not know what you’re missing. Tired of unexpected rate increases and zero data transparency? Take back control today. Start by downloading our e-book.
Behavioral and Mental Health Cost Containment Strategies
Strategies to Contain the Rising Costs of Pharmacy
Check out our new definitive guide to Rx spend for an in-depth look at the factors affecting pharmacy costs, and what actions you can take to contain them.
How to Use Your Claims Data to Contain Costs
Health insurance plans don’t have to be written in stone. See how to optimize your plan and identify opportunities to save money.
Urgent Care Cost Containment Strategies
Discover how to cut down on urgent care expenses and save money on your self-funded healthcare plan.
The Roundstone Difference
Roundstone provides a better alternative for
businesses that feel trapped by the rising cost of health insurance benefits. Through our group medical captive, we are transforming insurance from a cost center to a rewards program.
The Roundstone Guarantee
By participating in our group medical captive, we guarantee that you will save money in the first five years or we’ll make up the difference. Download this fact sheet and learn how it works.
Meet the Cost Savings Investigators
Learn more about how Roundstone’s team of data analysts, plan experts and client managers will work in conjunction with your advisor to deliver cost saving solutions that can be implemented into
your health plan.
Roundstone Case Study
After deciding to take their own self-funding medicine to avoid rising healthcare costs, Roundstone managed to flatline the expenses of their benefits. In the last 8 years, they’ve had no increases to employee contributions to their healthcare plan.
United Food Bank Case Study
CEO Dave Richins noticed his employees weren’t using their healthcare benefits, so he went on the search for a better solution with easily accessible and affordable, high-quality care. That’s when he found Roundstone.
Totem Case Study
After dealing with surprise premium increases and lack of data transparency, Totem realized they needed to make a change.
A New Start Case Study
A New Start clinics get a fresh start on health insurance for better care with $0 co-pay. Learn how by downloading this case study!Â
RFP Checklist for Fully-Insured Groups
Are you a benefits advisor looking for a quote? We’ve made it easy with our RFP checklist. If your client currently has a fully insured plan, use our checklist to ensure you have complete submissions, which shortens turnaround time.