Sam's Captive Corner
Issue 1
To kick off the Captive Corner series, I want to make sure you know about a resource designed to simplify your work and help you move opportunities forward with confidence: the Roundstone Advisor Toolkit.
This toolkit is your one-stop shop for captive sales readiness, and it’s packed with resources you can put to use immediately. Here’s how you can leverage it in conversations with your clients:
Advisor Information
- Proforma Tool – Broker compensation example over a five year-period.
- Competitiveness Materials – Position the captive model against traditional fully insured plans.
- Guarantee Details – Highlight Roundstone’s unique guarantee that can remove doubt and speed up decision-making.
Employer Education
- Comparisons & FAQs – Confidently address the most common employer questions like, “What if claims are high?” or “How will this affect employees?”
- Educational Guides – Share easy-to-digest resources that make complex concepts simpler, strengthening your role as a trusted advisor.
Quoting Tools
- Checklists – Keep RFPs and quoting requests smooth and complete, preventing delays.
- Sample Reports – Preview the type of transparent, actionable reporting employers can expect once they’re in the captive.
- First-Year Timeline – Set expectations clearly with a roadmap of what Year 1 looks like, reducing uncertainty for employers.
The best part? Every tool is practical, and customizable. You can even co-brand materials with your own logo for added impact.
If you’d like, I’m happy to walk through the toolkit with you, show you which resources fit your current opportunities, and help you co-brand pieces to make them your own.
Looking forward to supporting your continued success,
Sam Walters
- swalters@roundstoneinsurance.com
- 440-617-0333 x332
Sam's Captive Corner
Issue 2
When clients know exactly what to expect in their first year with a self-insured captive, it builds trust, reduces anxiety, and strengthens their long-term commitment.
Here’s a quick roadmap you can share:
Before the Effective Date
- Weeks 1–2: TPA and PBM schedule implementation calls with you and the employer.
- By Week 3: Open enrollment is completed; eligibility census submitted.
- Before Go-Live: First month’s premium and collateral are paid directly to Roundstone.
After the Effective Date
- Quarterly: Captive Performance Statement issued.
- Month 4: CSI Dashboard access for cost-savings tracking.
- Months 4–12: Periodic claims reviews by the CSI Team.
- Months 8–9: Pre-renewal meeting to plan the next year.
Setting this clear timeline now means fewer surprises later—and a smoother, more confident transition.
Reach out if you’d like something cobranded. Got questions? I’m here to help,
Sam Walters
- swalters@roundstoneinsurance.com
- 440-617-0333 x332