Health Rosetta education falls into three broad buckets.

  1. Informal community-based - This is peer-to-peer learning through calls, the certification program Linkedin Group, and other shared learning opportunities.
  2. Formal Certification Modules - These are the formal online, self-paced video learning modules that are required to transition from provisional to full certification
  3. Resource Library - These are videos, checklists, vetted vendors, documents, etc. that allow you to go deep in a specific area, find solutions to specific problems, etc.

Intro to Community-based Education

Community-based education may be the most valuable and powerful type of education. For now, this is primarily through the monthly educational webinars and the certification program Linkedin Group. In the future, we’ll start adding other ways to facilitate this.

Intro to Full Certification Educational Modules

Over the past several months we have launched our online certification education modules. Each month we focus on one of the Health Rosetta components below through a live webinar with an expert. You’ll get a deeper look into the topic and the opportunity to ask the expert questions directly. These are built around Health Rosetta components and high-value strategies and tactics. You can see more details about Health Rosetta foundational components here.

Certification Modules Part 1: Introduction

The Health Rosetta is a blueprint for wisely purchasing care that’s been sourced from the real life experience of hundreds of top benefits purchasers and experts. While it’s built on the individual best practices, it represents a new way to look at purchasing healthcare services and benefits. This session will introduce the Health Rosetta, it’s role in fixing our broken healthcare system, the certification program, and the Health Rosetta mission.

    • 2018 Advisor Program Welcome Webinar: Video and slides
    • 2018 Mid-year Ecosystem Update Session Recording: Video and slides

Some Health Rosetta components focus on the substance of benefits. They are levers for improving the quality and cost of care. These components include value-based primary care, major specialties and outlier patients, transparent pharmacy benefits, concierge services, transparent medical markets, and more. This session will provide an overview and introduction to these topics.

Other Health Rosetta components focus on the process of designing, purchasing, and administering benefits. They are levers to create processes and operations that ensure higher quality care at lower costs are achieved, as well as growing next-gen advisory practices. These components include transparent advisor relationships, active ERISA fiduciary duty management, payment integrity, data proficiency, and more. This session will provide an overview and introduction to these topics.

Certification Modules Part 2: Tools for Change

This session introduces the next generation of primary care built as the front line of defense against downstream costs and quality issues. It will cover the variants of value-based primary care, how to match variants to client needs, and how to layer it into existing benefits plans.

At the end of the day, outlier patients and major specialties (e.g. Musculoskeletal (MSK), Cancer, & cardiometabolic) drive the lion’s share of costs. This session will introduce components, strategies, tools, and technologies that will help identify, diagnose, and treat these patients with higher quality and lower costs.




For many benefits purchasers, Pharmacy is the fastest growing area of benefits spend. This session will cover specific approaches to increasing transparency and control over drug pricing, formulary management, and leveraging data to get to the real cost of drugs. This is often one of the first areas of change in a plan, particularly for plans with geographically decentralized members, because the impact can happen rapidly




Pricing transparency is all the rage, but most solutions focus on finding the best bad deal. This session will show how to avoid putting lipstick on a pig by showing various approaches to truly transparent, predictable pricing for high-quality care. For many plans, this is a high-value, quicker way to show financial and health ROI on changes.

This session is one of the broadest, as well as most abstract. It covers many of the topics that make implementing the above topics possible. It is also where purchasers often need the most guidance to get through. Topics include approaches to going self-funded, independent TPAs, stop loss strategy, level funding, payment integrity/fraud, and more.


  • Next-gen Plan Design Session Recording: Video and slides
  • Medical Stop Loss for Employers Session Recording: Video and slides

We strongly believe there’s an enormous opportunity for benefits producers and advisors to become much more valued, and valuable, advisors to benefits purchasers. This session will cover the future of benefits advising relationships and how to embrace this change as a way to increase client loyalty and win new clients.

Certification Modules Part 3: Tools for Implementation

Most purchasers know little to nothing about what actually drives their costs and outcomes, often lacking access to claims data at all. As a result, status quo use of data is haphazard at best and intentionally misleading at worst. This session will cover two broad areas, (1) using data in ethical and statistically valid (or at least non-convoluted where not possible) ways, and (2) technology tools and approaches to leveraging data to improve costs and outcomes

Often, the most difficult part of change is overcoming inertia around the typical “get less, pay more” benefits conversation members hear every year. Plan members are often understandably skeptical of changes and worry changes are just one more way they’ll end up losing. This session covers ways to effectively navigate change management from the get go and throughout implementation

We often see status quo players employing approaches to undermine sustainable changes to benefits purchasing. However, we all have to work within the constraints of the current reality, which means handling these issues in ways that preserve critical relationships and services, while moving clients towards higher-performance benefits plans. This session will identify these tricks and how to handle them.

Many producers and advisors could use a bit more support to improve their operations, even if they’re at a larger organization. This session will cover best practices and solutions for building operational infrastructure that lets you focus on growing your practice and serving your clients.

Part of the purpose of the certification is to advance the benefits advising industry. This means changes to career paths, compensation models, marketing approaches, and more. These sessions will be a bit of a hodgepodge of things with a common theme of advancing the industry while advancing your own financial and career interests.

We know. We know. Our assertions are sometimes a bit bombastic. However, we truly believe certified advisors are in a unique position to fix our healthcare system. Decades of hyper-inflating healthcare costs are strangling America—our companies, schools, governments, and at core, our citizens. Costs steal our health, competitiveness, financial solvency, and even our lives. They’re often the primary driver behind wage stagnation, education underfunding, crumbling infrastructure, personal bankruptcy, global competitiveness, and much more. This session will show how severe this is and how fixable it is by scaling adoption of the proven, practical, non-partisan approaches aggregated under the Health Rosetta.