Client Resources

Advisor Toolkit

Learn. Engage. Win.

Help your clients win with self-funded captive strategies. Get effective education and quoting resources today.

Your Edge as an Advisor

The Advisor Toolkit gives you client-ready resources to educate, win proposals, and stand out — plus tools to showcase Roundstone’s captive savings and guide clients with confidence. 

Get More Out of Roundstone

When you unlock the toolkit, gain access to:

  • "Why Roundstone" Materials
    What defines first-year captive success and how to measure it beyond renewal
  • Client Education Content
    Discussion guides, FAQ sheets, and a cost comparison vs. level funding.
  • Proposal & Quoting Assets
    Sample proposals, checklists, and a first-year timeline.
  • Ongoing Support & Learning
    A directory of Regional Practice Leaders and Customer Outcomes Managers.

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