Health Rosetta Advisor Program
Why become a Health Rosetta Advisor?
Health Rosetta Advisors are creating long-term value and sustainability for their clients, building reputations that attract more business.
Community
Learn from advisors who have saved 20-40% for their clients while offering employees more comprehensive, less expensive benefits.
Education
Gain access to key resources, proven tips & tricks, peer-to-peer learning, and case studies from those who have had success you can share.
Technology
Gain exclusive access to next-generation benefits tools such as Plan Grader, Solutions Insights and others that make it easier to grow your business.
"With rapidly rising costs, finding innovative, yet proven, ways to sustainably lower costs is necessary. Health Rosetta helps make this possible by aggregating successful approaches from the best purchasers everywhere."
"Health Rosetta allowed me to make the change from a traditional agency to a Next Gen agency and mentored me in many ways to become the advisor I am today. It is well worth it!"
"I joined Health Rosetta to leave a legacy of “improved care and costs” instead of “complicit with the BUCAHs.” Don’t be the last one left at the unsustainable plan party… roll up your sleeves and join the game-changers!"
Advisor Program Requirements
Membership Dues
- Application Fee - $98
- Initial Program & First Year - $3,495
- Annual Program Renewal - (February 2027) starting at $1,495
Education
- Monthly Education "Mini-Summits": 1 hour / month
- Program Education Course: 8+ hours education and test completion
Community Participation
Varies. We host one to two Advisor Summits per year (in-person and/or virtual option). Outside of that, ~2-4 hours per month on average.
Transparency
- Adhere to Health Rosetta Bill of Rights & Code of Conduct and follow Compensation Disclosure guidelines.
- Report client results annually
Application process
1. Review the program requirements
The Health Rosetta Advisor Program isn't for everyone. If you're not ready or willing, lack time, or don't have support from your organization, we have a number of free resources available and public programming you can stay in the loop about by joining our monthly insights.
2. Complete the application
The application includes basic profile information, a fundamentals education course, course testing, and a Plan Grader™. The application portion has typically taken people one hour, we anticipate the education course will take ~6-10 hours, possibly more depending on familiarity.
3. Interviews & additional details
As a last step for select applicants, a Health Rosetta team member will reach out and request a 30-minute interview to delve deeper into the application.
4. Invitations
Once we’ve accepted you into a cohort, we'll invite you to sign Health Rosetta Advisor Program documents and complete payment to begin the onboarding process.
Advisor Program FAQ
We're working on this, but it may not happen until 2026. It's a pretty complex state-by-state issue, so we're being patient before we tackle this.
The program is ongoing as it's part community and part education. The amount of time will vary by month and engagement level, but we expect most people to spend enough time to complete the minimum requirements.
We strongly believe you will get what you put in. Remember, some of this time is working together on implementation at a client, so it's time you'd likely be spending anyways.
Primarily virtual. We have some in-person events paired with virtual or other industry events throughout the year, but this varies based on advisor cohort, geography and preferences.
There's no requirement for acceptance. In fact, some strategies work better with smaller clients.
However, there are fewer strategies that work for fully-insured employers and even fewer that work for groups under 50. If you have questions on whether the program is a good fit, contact us and we can help provide some guidance.
Life happens. We've been there. You can defer your spot one year and we'll pro-rate your subsequent year tuition based on when you drop out.
Yes, once you become a Health Rosetta Advisor we'll provide you with all the files and guidelines for using Health Rosetta logos and other resources.
We'll have ongoing advisor program requirements to ensure you keep up to date and are advancing. As an advisor, you'll have access to a platform that has ongoing education materials, embedded solutions, case studies, and data.
Nope. You do need a broad enough base of expertise to lead the plan design and purchase process.
We've had an array of backgrounds drawn into our program. In addition to veteran benefits consultants, we have current/former physicians, physical therapists, hospital CEO's, and a former White House policy advisor who have transformed their careers.
If you're a subject matter consultant (e.g. just focus on pharmacy benefits), we'll be launching programs for you in the future.
Historically, ~18% of those who have started the application process have been admitted to the Advisor Program.