Client Resources

Learn. Engage. Win.

Advisor Toolkit

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

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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. 

What You'll Gain

  • "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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