Health Rosetta Advisor Program

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

Application process

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

1. Review the 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, it may be best to start by joining the Health Rosetta ecosystem.

2. Complete the basic application

This takes 20-30 minutes to complete. It helps us get to know you and your experience, organization, expertise, and goals to ensure there is a good fit. Get started.

3. Interviews & additional details

If there's a good fit after reviewing an application, we'll set up a couple short interviews with our team and other experts.

We may also ask for additional information to better understand results from prior experience, your client base, and their openness to change.

4. Invitations

Once accepted to a cohort, we'll invite each selected advisor. Once they accept, we'll start the onboarding process.

Program schedule

The schedule is built to run parallel to decision-making timelines for 2018 benefits.

Application deadlines

Applications will re-open in winter 2018 for admission in early 2019.

Cohort selection and kickoff

Once a cohort application deadline passes, we review applications, make invitations, and finalize cohorts.

Education, Community, and Growth

Education sessions - Monthly and 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 as long as they keep their membership status current.

Growth - Health Rosetta invests in market education and awareness to increase demand for Health Rosetta Advisors' services and provides tool and templates for client and prospect communications.

Advisor Education Modules

The primary topics and areas the Advisor Program covers.
  1. Intro to the Health Rosetta: The start of a new world
  2. Overview of care delivery focused topics
  3. Overview of payment, disclosure, & benefits design topics
  1. Value-based Primary Care: The foundation for long term sustainability, better care, and lower costs
  2. Outliers & Major Specialty Areas: The source of major cost reduction. Centers of Excellence models, medical tourism, and MSK/Oncology/Cardio-metabolic.
  3. Transparent Pharmacy Benefits: High-potential quick wins and long term trend bending
  4. Next-gen payment: Bundles, transparent medical markets, and reference-based pricing
  5. Next-gen plan design: Independent TPAs, benefits concierge, payment integrity, and active ERISA plan management
  6. The next-gen advisor: Transparency and disclosure as a weapon, deep expertise, long-term focus on client interests, and embracing ERISA fiduciary duties
  1. Data proficiency: transparency tools, statistical validity, and embracing the numbers
  2. Ensuring Implementation Success: Change management & assuaging client/beneficiary fears
  3. Challenging the status quo: Dirty tricks from the “preservatives” (those preserving the status quo) and how to combat them
  4. Back office excellence: Better serve clients, create more time to grow client base, reduce regulatory risk
  5. Health Rosetta-based Marketing: Using certification as a differentiator, relationship automation, combining the best of online & offline

Transparency Requirements Details

Build substantive differentiation and deeper client loyalty

This is signed by certified producers and advisors. It sets the baseline for Health Rosetta expectations. Certified advisors and producers 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 fo initial contract
  • Adhere to Health Rosetta costs and outcome measurement best practices
  • Adhere to certified producer and advisor Code of Conduct
  • Advance the Plan Sponsor Bill of Rights
  • Complete 3-5 year strategic benefits plans with each client
  • Submit certified producer or advisor 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 certified producers and 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 vendors that have real, valid ROI and internal reporting on data is a critical piece to sustainably lowering costs and improving outcomes.

Advisor Program Fees

Individual program membership is $2,995, including the program and subsequent year dues.


For now, we only admit individual advisors, not entire organizations.

Program + First Year Dues Subsequent Annual Dues
$2,995 $1,495

Health Rosetta ecosystem membership

For any mission-aligned individual or organization that wants to scale adoption of healthcare's fixes.

Care providers

Physicians, physical therapists, nurses, care facilities, non-clinical caregivers, etc.

Tech & service providers

TPAs, PBMs, tech and services providers, attorneys, consultants, 401k plan admins, patient groups, etc.

Benefits purchasers

Public and private employers, schools, unions, professional & trade associations, etc.

Membership provides access to a like-minded community, market leadership, education, and insight.
  • Case studies
  • Member emails
  • Member forums
  • Quarterly webinars
  • Basic Solutions Q&A
  • Category growth campaigns (for Orgs)
Learn more about ecosystem membership

Advisor Program FAQ's

We're working on this. 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, but we expect most people to spend enough time to complete the requirements.

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 also expect to have some in-person meetings and events during other industry events, but this will depend on advisor cohort geography and preferences.

There's no requirement. 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 Health Rosetta Advisor 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.

Yep. We'll provide cohort advisors with all the files and guidelines for using Health Rosetta logos and other resources.

We'll have ongoing renewal requirements to ensure you keep up to date. You'll always have access to the Health Rosetta Advisor private site that has education materials, solutions, case studies, and data.

You need to be licensed to sell health insurance and be actively involved in writing business, including leading the plan design and purchase process.

If you're a subject matter consultant (e.g. just focus on pharmacy benefits), we'll be launching certifications for you in the future. You can start by joining the Health Rosetta ecosystem.

Still have questions?
Check out the FAQ above or contact us if you don't find the answer.