How to Interpret a Proposal

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About this Course

Roundstone’s proposal is structured to tell a story. It helps employers and their advisors better understand the “why” and gain confidence to move forward with a long-term funding strategy that saves money and improves the quality of care provided. 

In this course, we’ll review a Roundstone captive proposal to better understand and identify the advantages of transparency, control, and cost savings through a captive solution. Learn how to explain and position Roundstone’s Group Medical Captive as a long-term strategy.

To track your progress, you’ll earn course credits for each lesson you complete in Roundstone University. To earn your course credit badge, answer at least 6 of the 8 (75%) quiz questions correctly. A quiz can be retaken if you make a mistake. Your course credit badges will be displayed on your profile, and friends can see which ones you’ve earned!

Please download these materials to assist your learning throughout this course:

(1) How to Interpret a Proposal Notebook

(2) Sample Roundstone Proposal