A MASTERCLASS FOR ADVISORS | Now Available to Watch On Demand

What to Expect the First Year in the Roundstone Captive

Navigating Your Clients on Their Self-Funding Journey

Watch this RU Masterclass webinar to see and understand the journey before, during, and after the effective date for new clients in the Roundstone Captive. We will walk through the timeline from binding packet through implementation and renewal, so you can better visualize the process and anticipate requirements. There will be ample time for Q&A with our team, too! 


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Tim Ott


Regional Practice Leader, Roundstone

Hannah Morris Headshot


Manager of Customer Experience, Roundstone

Lisa Kerr


Sales & Onboarding Manager, Bywater

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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