PART ONE

Client Advocacy and Plan Excellence: Essential Insights for Account Managers

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Are you an Account Manager seeking to better serve your clients with innovative employee health benefits solutions? This webinar is specifically designed for you, aiming to enhance your expertise in understanding your clients’ needs and expand your knowledge of the top funding options available. Join us to gain the skills and insights necessary to support and champion your clients effectively. 

Here’s What You’ll Learn:

  • Identifying the Ideal Prospect: Discover the key traits and characteristics that make an employer a perfect fit for self-funding with the Roundstone Captive. 
  • Advantages of the Captive Model: Learn how Roundstone measures up to level-funded and traditional, self-funded health plans and how we provide greater flexibility and savings. 
  • Client Satisfaction and Retention: Understand how the Roundstone Captive helps improve client satisfaction and retention through tailored solutions and superior service. 
  • Benefits of Partnering with Roundstone: Explore the unique benefits of working with Roundstone, including our commitment to transparency, innovation, and client success. 

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Presenters

Eddie-Castro-Speaker-Headshot-Circle Crop_500x500

Eddie Castro

Regional Practice Leader at Roundstone

Sam-Walters-Speaker-Headshot-Circle Crop_500x500

Sam Walters

Regional Practice Leader at Roundstone

Sophia-Corrigan-Speaker-Headshot-Circle Crop_500x500

Sophia Corrigan

Customer Outcomes Manager at Roundstone

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Roundstone is an innovative employee health benefits company. We help small and midsize organizations offer competitive benefits at a lower cost by self-funding health insurance through our group medical captive. The Roundstone Captive enables companies to self-insure safely by pooling hundreds of employers together to share risk and save money. With easy onboarding and personalized support every step of the way, the Captive offers control, flexibility, transparency, and returns all savings back to employers where they belong. We believe in always aligning with the employers’ best interests and remaining committed to our mission – quality, affordable healthcare, and a better life for all.

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