About Roundstone University

Welcome to our eLearning educational platform developed by advisors for advisors. Roundstone University allows consultants to develop insights to explain the value of captive programs and self-funding insurance to businesses, Non-profit organizations and Associations. In our competitive market, if you’re not bringing new ideas to your clients…someone else is. Whether these programs become your door-opener or a way to retain your book of business, learn more about captive insurance so you can differentiate your approach.



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Our self-paced eLearning modules include the following topics:

Funding Strategy

  • Fully Insured
  • Level Funding
  • Self-Funding
  • Captive

Sales & Marketing

  • Benefits of Captive Funding
  • Objection Resolution
  • Association Marketing
  • Renewal Strategies


  • Plan Design
  • Reporting
  • Claim Adjudication

Provider Networks

  • PPOs
  • Carveouts
  • Direct Contracting
  • Reference Based Pricing

Cost Containment

  • Selection Process
  • Pharmacy Benefit
    Management (PBM)
  • Wellness
  • Incentive Programs
  • Biometric Screening
  • Advocacy/Concierge
  • Data Analytics
  • Case Management