Advisor Program Renewal Process

This new level of recognition is an exciting step forward for us and for the industry. The more that we have engaged with you and your clients in these implementations, it has become clear that there is no substitute for the well-earned experience that comes from having implemented a Health Rosetta component previously, ideally several times over. Establishing this Accredited level helps us, employers and our ecosystem know who has this experience and is ready to hit the ground running.

Profile

This level recognizes advisors who are multiple years into the journey of delivering higher-performance benefits plans to their clients with significant results to show for that work, incorporating many or all of the following components:

• High Performance Plan Design, Docs and Risk Management
• Independent, Active Plan Administration and Oversight
• Value-Based Primary Care + Patient Stewardship
• Transparent Open Networks
• Major Specialties and Outlier Patients
• Transparent Pharmacy Benefits
• Patient Stewardship

As with the Associate level, Advisors at this level fully disclose all compensation to their clients and are actively working with each client to define a 3-5 year strategy for health benefits spending that delivers more value at lower cost for the members and client. Additionally, Accredited Advisors have at least three clients for whom annual results from implementation of multiple components are available, including moving away from traditional networks.

Qualification Process

Estimated time to complete: 6 hours (4 hours initial materials, 2 hours post-review)

• In order to qualify for this level, advisors must submit 3 completed completed Advisor Profile, Client Profile, Plan Graders and Compensation Disclosures, a Case Study and a How I Did It module no later than Friday, February 3rd.
• Health Rosetta will review and approve the Plan Grader, Case Study and How I Did It.
• Once approved, advisors must email the Plan Grader and Compensation Disclosure to the client and cc advisor.renewals@healthrosetta.org.
  • Suggested Subject: RESPONSE NEEDED: plan details and compensation disclosure
  • Suggested Body:
    • Hi <>, I have a quick favor I need your help with. As you know, I was selected for the prestigious Health Rosetta Advisor Program and as part of that, I am required to validate implementation of high-performance plan components and full compensation transparency. Could you please review the attached documents and reply “Confirmed” to this email to confirm that they are accurate? Thank you so much, <>
• Case Study
  • Case studies are a proven content marketing technique that build confidence in Health Rosetta plans and drive employer leads for Health Rosetta Advisors. For the Accredited Advisor level, you need to complete at least one case study demonstrating your clients’ success. Please confirm one of your clients that you’d like to complete a case study for by emailing advisor.renewals@healthrosetta.org. Please include name of your client, effective date, an estimated time frame of the case study period and name and email if someone from your team will be submitting the case study information. We will then configure your group and send you the appropriate links for you to submit the necessary information through the Health Rosetta platform. Please consider the following when submitting your case study:
    • It needs to be a current client of yours.
    • Make sure you have at least one plan year of data showcasing the success of your Health Rosetta-centric health plan? It’s best to wait until you have at least one full year of experience prior to submitting a case study.
• How I Did It Module
  • Demonstrating and sharing on the ground expertise via a How I Did It module is the final requirement of the Accredited Level application. Background and instructions can be found here. Please email questions to advisor.renewals@healthrosetta.org.

Benefits

• At this new level, you enjoy all the benefits of the Associate level and will also receive:
  • Accredited Advisor Branding and listing on the Health Rosetta website and in Health Rosetta materials, as well as the ability to use that branding and designation in your own materials.
  • This higher tier also receives priority for the incoming employer leads that Health Rosetta receives.
  • Accredited Advisors also receive priority for their clients in the Health Rosetta Inside program.
• Community
  • In an industry that spends billions of dollars to maintain the status quo, a like-minded community is vital to shifting the narrative and landscape of our healthcare system. Our community of Health Rosetta Advisors and industry experts creates a virtuous cycle of collective intelligence that allows us all to stay at the cutting edge of what’s possible for our clients and communities. Through online content, webinars and in-person events we build the relationships and share the knowledge we need to restore humanity to our health care system.
• Education
  • The Health Rosetta framework has been developed and refined over years from the best learnings in the industry and we continue to add to the body of knowledge about how to best achieve fairer costs for plan sponsors and better health for plan members. Every month, we’ll bring you industry experts to dive deeper into how Health Rosetta plans work best and how to make them work for you and your clients. Twice a year, we’ll offer in-person Advisor Summits to dive even deeper into what it takes to make Health Rosetta plans more successful for more clients.
• Growth
  • In order to achieve our individual and collective mission, we need to reach more clients, more members and more communities. The Advisor Program provides you with the tools and templates to communicate your thought leadership and the strategic advantages of working with a Health Rosetta Advisor. Additionally, we actively build demand amongst employer for Health Rosetta style plans and components, moving the market in your direction.