Health Rosetta Advisor Program
Why become a Health Rosetta Advisor?
Arm yourself to build the future of benefits.
"With rapidly rising costs, finding innovative, yet proven, ways to sustainably lower costs is necessary. The Health Rosetta helps make this possible by aggregating successful approaches from the best purchasers everywhere."
Advisor Program acceptance is by current Health Rosetta Advisor or Embedded Solution referral and application completion. Read on to learn more. Our cohort application process for 2021 is now closed. Sign up below to be notified when applications open spring of 2022.
Focused on implementing Health Rosetta components with real clients.
Advisor Program Fees & Requirements
Application Fee - $99
Initial Program & First Year - $3,495
Annual Program Renewal - (January 2023) starting at $1,495
Monthly Education "Mini-Summits": 2 hours / month
Program Education Course: 10+ hours education and test completion
Varies. We host two Advisor Summits per year. Outside of that, ~2-4 hours per month on average.
Adhere to Health Rosetta Bill of Rights & Code of Conduct
Report client results annually
Annual application process that demonstrates transparency practices and proven efforts to help clients adopt Health Rosetta components.
Transparency Requirements Details
This is signed by every Health Rosetta Advisor. It sets the baseline for Health Rosetta expectations. Health Rosetta Advisors agree to:
- Complete and sign a Compensation Disclosure Agreement with all clients 60 days before renewal or at time of initial contract
- Have each client sign the Health Rosetta Client Notice Form 60 days before renewal or at time of initial contract
- Adhere to Health Rosetta costs and outcome measurement best practices
- Adhere to Health Rosetta Advisor Code of Conduct
- Advance the Plan Sponsor Bill of Rights
- Complete 3-5 year strategic benefits plans with each client
- Submit reporting packet for each client
Complete, meaningful disclosure of financial and non-financial incentives is the foundation for trusted, long-term relationships with clients. This form lets Health Rosetta Advisors differentiate themselves to win new clients and retain existing clients.
Cost and outcome data used in the industry is often statistically invalid, directionally misleading, and generally confusing to clients. Only using vendor solutions that have real, valid ROI and internal reporting on data is a critical piece to sustainably lowering costs and improving outcomes.
Advisor Education Topics
Advisor Program FAQ
We're working on this, but it may not happen until 2023. 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.
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.
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, we have accepted ~15% of those who apply to the Advisor Program. We expect by using the referral process the acceptance rate will be significantly higher.