Health Rosetta Benefits Advisor Code of Conduct

The foundation for 21st century benefits advisors.

Health Rosetta Benefits Advisors adhere to the following Code of Conduct:




A robust hat tip to's Wellness Code of Conduct for direct and indirect inspiration. Benefits advisors should review and honor the Plan Sponsor Bill of Rights.

Good for employees and employers

We resolve to only implement programs and solutions that seek to improve the plan sponsor's bottom line, the plan member's bottom line, and most importantly, the plan member's health.

Programs should do no harm

We resolve that brokers, consultants, and advisors should do no harm to employee health, corporate integrity, or employee/employer finances. Instead we will endeavor to support employee well-being for our customers, their employees and all program constituents.

Employee Benefits and Harm Avoidance

We will only recommend implementing programs with/for employees rather than to them, and will focus on promoting responsible practices for the health plans we serve.

Our choices of programs and strategies shall always prioritize best outcomes at the lowest cost, in that order, with a strong focus on the responsibility that an employer should provide affordable coverage for their employees while respecting the financial integrity of the business.

Respect for Corporate Integrity and Employee Privacy

We will not share employee-identifiable data with employers and will ensure that all protected health information (PHI) adheres to HIPAA regulations and any other applicable laws.

Commitment to Transparency

Our focus shall be to bring transparency to all levels of healthcare financing. From how we get paid, to how insurance companies and PBM’s get paid, and how providers get paid.

Commitment to Valid Outcomes Measurement

Our contractual language and outcomes reporting will be transparent and plausible. The end goal is to improve outcomes and quality of care while lowering costs and the ability to do this shall be measured and reported on in a valid, consistent and accountable format.

Get involved

Improve your benefits

Start down the path to 20-40% lower costs & better benefits, whether you have 100 or 100,000 employees.

Become a member

We help mission-aligned groups and people learn, connect, advance goals, and scale healthcare's fixes.

Get certified

We help benefits advisors stand out through transparency, expertise, and aligned incentives.

Get our emails

News, case studies, tips, and data on Health Rosetta style benefits and our mission to scale healthcare's fixes.