Health Rosetta Advisor Program

Critical expertise, credibility, and community for 21st century benefits.

Why become a Health Rosetta Advisor?

Show high-performance benefits leadership.
Arm yourself to build the future of benefits.


Learn from others, share learning, and help rise the tide that raises all ships.


Peer-to-peer learning, real-life best practices, access key resources, while implementing components.


Exclusive access to Plan Grader, Solutions Insights and other tools to help grow your business.

"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."

Tara Conger Headshot 250×250
Tara Conger VP, Human Resources Palmer Johnson Power Systems

Advisor Program applications are open through September 27, 2024. We only accept one cohort of advisors per year.

Program Intro

A unique experience, community, and differentiation.
Focused on implementing Health Rosetta components with real clients.

Licensed Producers

For independent producers to build expertise and stand out in the market.

Licensed Consultants

For those with licenses that permit direct representation of employers.

License types and landscapes vary by state, so if you're not sure which fits you, we'll help after you apply.

Stay at the front of the market

Our Advisor Program sets you apart today and 10 years from now.

Build uniquely deep relationships

Our Advisor Program connects you with each other, top experts, and others from across healthcare, technology, and beyond.

Shape the future

Have outsized impact in helping shape the future of healthcare.

We’d like everyone to join us on this journey. Think of it as LEED for purchasing high-performance health benefits. Below are the various benefits and requirements for each.

Advisor Program Fees & Requirements


Application Fee - $98

Initial Program & First Year - $3,495

Annual Program Renewal - (December 2025) starting at $1,495


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.


Adhere to Health Rosetta Bill of Rights & Code of Conduct and follow Compensation Disclosure guidelines.

Report client results annually

Program Renewal

Annual renewal application process that demonstrates transparency practices and proven efforts to help clients adopt Health Rosetta components.

Transparency Requirements Details

Build substantive differentiation and deeper client loyalty

This is signed by every Health Rosetta Advisor. It sets the baseline for Health Rosetta expectations. Health Rosetta Advisors agree to:

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

We focus on the foundational principles, broad strategies, specific tactics, and vetted solutions that drive the greatest sustainable cost savings and improved health outcomes.
  • Value-based primary care
  • Benefits concierge services
  • Active ERISA plan management
  • Transparent medical markets
  • Payment integrity
  • Transparent pharmacy benefits
  • Major specialty areas
  • High-cost patient management
  • ERISA fiduciary roles
  • Onsite/near-site clinics
  • Reference based pricing
  • Bundled care
  • Centers of excellence models
  • Change management
  • Vetted solutions
  • Enabling technologies
  • Case studies
  • Transparency tools
  • Topical experts
  • Challenging the status quo
  • Data proficiency

Application process

We use this to manage the immense interest, our high standards, and overall impact goals.

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

After review of application materials, we will extend invitations to the next selection round, which includes a short interview.

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.

Program schedule

The schedule is built to run parallel to decision-making timelines for annual benefits.

Cohort selection and kickoff

Once a cohort application period has closed, we review applications, send invitations, and finalize cohorts from April through June.

Education, Community, and Growth

Education sessions - Monthly, on-demand webinars/courses covering introductions to foundational Health Rosetta components and high-performance strategies & tactics.

Community participation - Participants have access to the advisor community and resources throughout the program and for as long as they keep their Advisor Program status valid.

Growth tools - Access to toolkits and templates to support winning new clients and advance your prospects.

Advisor Program FAQ

We're working on this, but it may not happen until 2025. 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.