PART TWO

How to Read a Roundstone Proposal: Mastering Funding Comparisons

Are you an Account Manager aspiring to improve your advisory impact and client retention with sustainable funding expertise? Join us for this insightful webinar, where you’ll learn how to interpret and analyze Roundstone proposals and clearly communicate this important information to your clients. Discover best practices for accurately comparing Roundstone Captive to other funding models and help your clients understand the enduring benefits and long-term value of this sustainable solution.

Here’s What You’ll Learn:

Understanding a Roundstone Proposal: Learn how to interpret and analyze Roundstone proposals for your clients.

Accurate Spreadsheeting: Discover the best practices for accurately comparing Roundstone Captive to other funding models, ensuring you provide a comprehensive analysis.

Long-Term Solution: Help your clients understand the enduring benefits and sustainability of the Roundstone Captive, emphasizing its long-term value and stability.

Watch On Demand Now!

Presenters

Watch Now

"*" indicates required fields

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.

PART TWO

How to Read a Roundstone Proposal: Mastering Funding Comparisons

Presenters

Eddie Castro

Jennifer Trudel

Bob Pace

Watch Now