About Roundstone University

Welcome to our eLearning educational platform developed by advisors for advisors. Roundstone University allows consultants to develop insights to explain the value of captive programs and self-funding insurance 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 insurance so you can differentiate your approach.

Create an account and we will be in touch when classes are available.


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Our self-paced eLearning modules include the following topics:

Funding Strategy

  • Fully Insured
  • Level Funding
  • Self-Funding
  • Captive

Sales & Marketing

  • Benefits of Captive Funding
  • Objection Resolution
  • Association Marketing
  • Renewal Strategies


  • Plan Design
  • Reporting
  • Claim
  • Adjudication

Provider Networks

  • PPOs
  • Carveouts
  • Direct Contracting
  • Reference Based Pricing

Cost Containment

  • Selection Process
  • Pharmacy Benefit
    Management (PBM)
  • Wellness
  • Incentive Programs
  • Biometric Screening
  • Advocacy/Concierge
  • Data Analytics
  • Case Management