HRI Benefits Producer & Advisor Certifications

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

Why get certified?

Show high-performance benefits leadership.
Arm yourself or organization to challenge the status quo.

1

Join a forward-leaning community advancing the profession.

2

Build and show real differentiation in the market.

3

Show the market your commitment to putting client interests first.

Certification is by application or invite. Read on to learn more and apply.
Certification lets you better serve your clients.

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

Benefits of certification

Community + Expertise + Support + Experience

Community

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

Practical education

Learn real-life best practices, not academic theory, while implementing components.

Focused on clients

Build deep client loyalty with a code of conduct and high transparency requirements.

Client protection

Help clients get ahead of emerging ERISA liability and corporate governance issues.

Top-notch support

Strategies, tactics, tools, solutions, and people to keep you at the market forefront.

Real differentiation

High expectations, transparency, and deep resources let you stand out from the status quo.

An ever-growing toolbox

More certifications, datasets & benchmarks, on-demand educational resources, and more to keep you at the top of your game.

Business development

Forward-leaning purchasers, market education campaigns, advisor directories, and more. This isn't the main reason for certification, so we screen heavily for mission alignment.

Program intro

A unique experience. Focused on implementing Health Rosetta components at real clients.

Two limited capacity certifications, for any license type, individual, or organization.

Licensed Producers

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

Licensed Consultants

For those with consultant licenses that let them directly represent benefits purchasers.

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

Why apply now?

Lead the market from day one.

Charter status. Forever.

Charter certification status sets you apart today and 10 years from now (just keep it active).

Uniquely deep relationships

Charter status connects you with each other, our team, and top experts from across healthcare, technology, and beyond.

Shape the future

Have outsized impact in helping shape the future of healthcare and the Institute.

Certification not right for you?

Join the Health Rosetta ecosystem. For anyone to connect, learn, and advance high-performance benefits, care, and payment.

Who we are

Just a few of the leading experts from across healthcare, benefits, and beyond.

I created the Health Rosetta to provide the blueprint for reducing costs and improving outcomes by aggregating the best of what works. The Benefits Advisor certification is the path to success.

Dave_Chase_Cropped
Dave Chase CEO & Cofounder Health Rosetta Institute

My certification has already won me a new client this year! The Health Rosetta is the best framework I've found for implementing truly valuable, sustainable changes that reduce costs and improve outcomes. It allows me to deliver the real, measurable results my clients have been desperately seeking.

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David Contorno President Lake Norman Benefits

With ever increasing pharmacy spend, especially for specialty drugs, the Health Rosetta certification provides advisors with the tools they need to tackle this rapidly emerging issue.

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Tim Thomas President & CEO CrystalClearRx

With 6-8% of patients responsible for 80% of costs, there's no way to control costs without tackIing outlier cases. Health Rosetta approaches to this are based on what I've personally implemented and seen work across my career.

Tom-Emerick
Tom Emerick Former Head of Benefits at Walmart, BP, & Burger King Emerick Consulting

I see the certification as a potentially critical stamp of approval. It would attest that a certified advisor understands and is committed to helping employers identify, vet and deploy sustainable health care solutions that can measurably lower their costs and improve quality.

Brian_Klepper
Brian Klepper Former CEO of National Business Coalition on Health Worksite Health Advisors

The Health Rosetta has not only made me better, but it has made everything simple for my clients to implement long-term, sustainable improvements to their health plan while simultaneously improving the benefits for their employees.

Jim Millaway
Jim Millaway CEO, The Zero Card & Senior Benefits Consultant, HUB International The Zero Card

Who else?

The Health Rosetta is crowdsourced from hundreds of leading experts in healthcare, benefits, and beyond. Many will be directly involved.

Certification requirements

Requirements will evolve over time to accommodate industry changes.
In 2018, we'll start adding more tiers to account for track record and experience.
Experience

Certification requires a baseline of experience in the current benefits purchasing world. It's not the place to get started in the business.

Benefits ProducerBenefits Advisor
Minimum years of experience310
License typeProducerConsultant, unless state doesn't have
License verification and background checkXX
Education

Education is collaborative and interactive, with shared learning, assessment, and a common baseline.

Benefits ProducerBenefits Advisor
Complete educational modules9 months of acceptance6 months of acceptance
Pass certification test12 months of acceptance12 months of acceptance
Semi-annual testing updatesXX

View education module details.

Transparency

The most critical piece of certification is transparency of process, incentives, and goals. This ensure alignment of interests and helps you stand out from the crowd.

Benefits ProducerBenefits Advisor
Sign Health Rosetta Transparency AgreementXX
Adhere to HR cost and outcomes measurement best practicesXX
Report client results annuallyXX

View more transparency requirement details.

Practical Implementation

Certified producers and advisors practice excellence, implementing long-term, sustainable strategies that put their clients' interests first.

Benefits ProducerBenefits Advisor
Complete HRI Client Notice Form with each clientXX
Complete Compensation Disclosure Form with each clientXX
Develop 3-5 year benefits plan strategies with clientsXX
Deploy 2+ HR components or tactics at clients per year.XX
Adhere to HR Code of Conduct and advance the Plan Sponsor Bill of Rights with all clientsXX

Certification is about raising the bar in benefits purchasing. This requires sharing best practices, contributing to the community, and increasing professionalism, benefiting you far more than doing it alone.

Benefits ProducerBenefits Advisor
Sponsor certification applicantOne per yearOne per year
Actively participate as a leader in an HR Community ActivityXX
HR Community leadership meetingsVirtual - 1 per quarter
In-person - only as needed
Virtual - 1 per quarter
In-person - only as needed
Publish article (white paper, case study, etc.) OR support policy & grassroots campaignsXX
Review applicant certification test answersX
Participate in local Health Rosetta chapterIf existsIf exists

View community participation options.

Benefits Producer Benefits Advisor
Minimum years of experience 3 10
License type Producer Consultant, unless state doesn't have
License verification and background check X X
Benefits Producer Benefits Advisor
Complete educational modules 9 months of acceptance 6 months of acceptance
Pass certification test 12 months of acceptance 12 months of acceptance
Semi-annual Testing Updates X X
Benefits Producer Benefits Advisor
Sign Health Rosetta Transparency Agreement X X
Adhere to HR cost and outcomes measurement best practices X X
Report client results annually X X
Benefits Producer Benefits Advisor
Complete HRI Client Notice Form with each client X X
Complete Compensation Disclosure Form with each client X X
Develop 3-5 year benefits plan strategies with clients X X
Deploy 2+ HR components or tactics at clients per year. X X
Adhere to HR Code of Conduct with all clients X X
Benefits Producer Benefits Advisor
Sponsor certification applicant One per year One per year
Actively participate as a leader in 1+ HR Community Activity X X
HR Community leadership meetings Virtual - 1 per quarter
In-person - only as needed
Virtual - 1 per quarter
In-person - only as needed
Publish article (white paper, case study, etc.) OR support policy & grassroots campaigns X X
Review applicant certification test answers X
Participate in local Health Rosetta chapter If exists If exists

Certification 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 vendors
  • Enabling technologies
  • Case studies
  • Transparency tools
  • Topical experts
  • Challenging the status quo
  • Data proficiency

Apply for the 2017 program

For individuals and organizations.

Still have questions?

View the program details, then contact us if you don't find the answer.