What Makes a Good RFP?

Current Status
Not Enrolled
Get Started

About this Course

What’s required in an RFP depends on whether the employer group is currently fully insured or self-funded. This is because the funding mechanisms and the availability of claims data are different. To help streamline this process, we have prepared medical captive RFP checklists, one for current fully insured employers and one for current self-funded employers. 

In this course, we’ll explain what information Roundstone requires at the time an RFP is submitted to our underwriting department. 

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) What Makes a Good RFP? Notebook

(2) RFP Checklist for Fully-Insured Groups

(3) RFP Checklist for Self-Insured Groups