Take back control of your health plan. Register for MCF today | April 30 – May 1

RESOURCES

Explore helpful resources, including events, webinars, case studies, fact sheets, press releases, and more.

Webinars & Events

2025 Medical Captive Forum

April 30 & May 1, 2025 | Cleveland, Ohio

Join us in celebrating the 10th anniversary of this transformative event as it returns to Cleveland. Explore how Roundstone’s Medical Captive Forum has paved the way for empowering employers with cost-effective healthcare solutions and be part of shaping the future of employee benefits.

Health Plan Stop-Loss:
Taking Control of Risk and Cashflow

Managing a self-funded health plan comes with financial risk—but the right stop loss coverage puts you in control. Join our webinar to learn more.

The Distribution Explained

How Partnering with Roundstone
Delivers Client Success

In this webinar, you’ll discover the unique strategies, best practices, and core philosophies that enable Roundstone to maintain a financially efficient and consistent captive, resulting in annual cash distributions and guaranteed savings to employer clients.

Watch On Demand

RU Account Manager Workshop

Essential Strategies to Empower
and Advocate for Your Clients

We’re excited to invite you to the RU Account Manager Webinar series! This program is designed to equip account managers like you with the key skills necessary to retain and advocate for your clients during this crucial renewal season.

Watch On Demand

News & Views

View Our News and Awards

Read Roundstone's Blog

Explore Our Case Studies

Frequently Asked Questions

Digital Downloads

All
Case Studies
Checklists
eBooks
Handouts

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The Advisor's Checklist for Driving Client Retention in Captive Models

The Advisor’s Checklist for Driving Client Retention in Captive Models

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Audit Your Health Plan: 2025 Checklist

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How to Measure ROI or Self-Funding Through a Group Captive

How TPAs Optimize Using High Performance Networks

To understand the role of high-performance networks, it’s important to first recognize the significant shift underway in the group health market. What’s happening to traditional fully insured businesses? Learn more.

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. Read now to learn all about self-funding and offer your clients a better way to manage rising health benefits costs.

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.

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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

Demand for mental health services is increasing rapidly! The good news is that there are steps you can take now to address the changing needs of your employees and save money at the same time.

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.

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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.

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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!

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.

RFP Checklist for Self-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 self-funded plan, use our checklist to ensure you have complete submissions, which shortens turnaround time.

Is Your Company a Good Candidate for Group Captive Insurance

Not sure if you could make a self-funded plan work for your organization or client? Download our free checklist to see if you’re a good fit.