Expert Advisors

Affordable Health Benefits for
Small to Mid-Size Businesses

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Be a Consultant Again

As an employee benefits advisor, you set out to be a consultant—

a trusted client advocate matching each client’s unique health benefit needs.

But, each year, you find yourself repeating the same handful of health insurance

options to clients and delivering bad news about rate increases. It’s not satisfying,

and you are losing trust with your employer clients.

A Better Alternative

Roundstone offers captive health insurance programs to small to mid-sized employers looking to contain costs alongside their trusted advisor. 

Instead of delivering rate increases each year, you can hand-deliver savings checks back to your clients. Roundstone’s benefit advisors delivered $7 million in medical savings distributions in 2018 to grateful employers.

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Small to Mid-Size Businesses are Moving to
Self-Funding as a Cost Containment Solution


How It Works:

Step 1

Step 1

Roundstone partners with 

advisors on cost containment

 insights and guidance.

Step 2

Step 2

Advisors present cost savings opportunities to clients.

Step 3

Step 3

Clients save money and

 view you as the hero.

Tier 1 Advisors

Here would be some body copy for the Tier 1 Advisor’s Section as well as a CTA button at the button to download a pdf.

We also need our Tier 1 logo here. Maybe it will be located at the top.

Support You Can Count On

Roundstone’s service and support does not end with the sale of your employee benefits program. 

Our offerings include turkey services such as:




Claim Administration


Policy Administration


Provider Network
Engagement &


Cost Control Analysis
& Selection

Step 2

Cost Savings Investigators
(The CSI Team)

Step 3

Financial & Premium

Step 1

Captive Facility Development &


Fronting & Reinsurance Treaty Negotiation



You don’t have to be an expert in self-insurance, you just need a partner who is.

Let Roundstone be your guide.

Worry-Free Program Management

Taking ownership through a captive funding arrangement doesn’t mean you’re “getting in the insurance business.” That’s what Roundstone is here for. We offer worry-free program management with a team of experienced professionals so that your choice of strategies for fundingclaim management and cost control are implemented and delivered by Roundstone.
Roundstone writes policies and administers claims in-house. Roundstone also develops and maintains a suite of cost containment and claims management strategies, such as direct contracting and specialty drug carve-outs. Control and choice doesn’t have to be confusing when you work with a professional organization like Roundstone. Roundstone has delivered successful health benefit strategies for over a decade.
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Join Roundstone University -
Become An Expert

We equip you with the insights and materials to explain the value of captive health insurance to your clients.

Why Choose a Captive?

Whether captives become your door-opener or retention tool, learn more about captive health insurance so you can help employers change their approach to healthcare.

Contact us to learn more.