Designed for You, Self-Funding eLearning

Welcome to Roundstone University’s curriculum program. Here you’ll find all available and upcoming e-learning lessons specially tailored to benefits advisors like you who want to differentiate their portfolios by offering Roundstone’s group medical captive solution. Click Learn More to enroll in a course. Track your progress and access your enrolled courses on the My Courses page. We recommend that new students attend RU’s Orientation before getting started.

Group Medical Captive Solution Certificate Program

Funding Strategies for Employers

In this course, you’ll learn about the four basic funding strategies for employer-sponsored health insurance plans.

Level-Funding vs Self-Funding

In this course, learn difference between level-funded and self-funded methods- and why those differences are important.

Budgeting a Self-Funded Plan

In this course, we’ll discuss tips and best practices to keep in mind when budgeting for a self-funded health insurance plan.

CoE & Direct Contracting

In this course, you’ll learn about the benefits and advantages of using Centers of Excellence and Direct Contracting programs.

Group Medical Captive Mechanics Certificate Program

How to Choose a TPA

In this course, we’ll discuss the basic functions of a TPA- and how to select a good partner for your clients.

What is a Pharmacy Benefits Manager?

In this course, we’ll discuss PBMs- how they work, what differentiates them from one another, and how to select a good partner.

The Importance of Plan Design

In this course, we’ll discuss a very important document: Roundstone’s Plan Document. You'll learn the basics of good plan design.

Engagement Strategies

In this course, you’ll learn new employer engagement strategies to give you an edge with potential new employers.

Implementing with Roundstone Certificate Program

What Makes a Good RFP?

In this course, you’ll get the tools you need for quick, complete submissions every time you submit a group to Roundstone for a quote.

How to Interpret a Proposal

In this course, you’ll learn about Roundstone proposals (and how those numbers compare to other plans you may be showing clients).

The Onboarding Process

In this course, we’ll discuss Roundstone's onboarding for new employer groups- from binding to implementation.

The Cost Savings Investigators Team

The CSI Team has a major role in cost containment strategy. In this course, you’ll learn how the CSI Team makes big savings a reality.

Leading with Roundstone Certificate Program

Retelling the Roundstone Story

In this course, we will walk you through a roleplay demonstrating how to effectively present our Discussion Guide.

The Value of Long-term Buying

In this course, we’ll discuss the benefit of self-funding as it relates to a longterm strategy for cost containment.

Overcoming Objections

In this course, you’ll learn about some common self-funding “myths” and objections- and how to overcome those obstacles.

Meet Bywater, Your TPA Partner

Roundstone’s Bywater provides best-in-class customer service and claims processing. Learn more about the Bywater advantage.