Roundstone University

Self-Guided Learning for Motivated Advisors

About RSU

Roundstone University allows benefit advisors to enhance their insurance education to explain the value of captive medical insurance and self-funding programs to businesses, non-profit organizations and associations. In our competitive market, if you’re not bringing new ideas to your clients..someone else is. Whether these programs become your door-opener or a way to retain your book of business,

learn more about captive medical insurance so you can differentiate your approach.

Our Self-paced Insurance Education Modules
Include the Following Topics:


Funding Strategy

– Fully Insured

– Level Funding

– Self-Funding

– Captive


Sales & Marketing

  1. – Benefits of
  2. Captive Funding
  3. – Objection Resolution
  4. – Association Marketing
  5. – Renewal Strategies


– Plan Design

– Reporting

– Claim Adjudication


Provider Networks

– PPOs

– Carveouts

– Direct Contracting

– Reference Based



Cost Containment

– Selection Process

– Pharmacy Benefit

Management (PBM)

– Wellness

Incentive Programs

– Biometric Screening

– Advocacy/Concierge

– Data Analytics

– Case Management

Example of RSU Learning: Captives 101

Captive insurance is simply a kind of self-insurance. Whether an employer is risk-adverse or they feel they “aren’t large enough” for captive self-funding, Roundstone has the solution. See how we outline the ins and outs of captive insurance in the video below.

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History of Captives

Captive insurance got its start more than 500 years ago when British and Italian ship owners began sharing risks. Captives have always offered a non-traditional approach to insuring risk for companies looking for affordable coverage. Presently, there are more than 30 states that register and regulate captives, with Vermont being the largest domicile

How Do Captives Work Today?

A captive is an insurance company. It’s licensed by the jurisdiction in which it operates, which means it’s treated by the government the same as any other insurance company. An employer will need to adhere to certain regulations, but our worry-free captive management ensures all state and federal requirements are met.

Owning a captive offers employers many advantages like:

–  Introducing a defined framework for risk management

–  Designing a plan without the restrictions of off-the-shelf traditional insurance

–  Influencing insurance operations, like claims handling and reporting

–  Profiting from positive underwriting outcomes

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