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How to Submit an RFP

Affordable Health Benefits for
Small to Mid-Size Businesses

Are you a benefit advisor interested in presenting the Roundstone captive health insurance plan to one of your employer groups?



Roundstone recognizes and appreciates the important role advisors play – that’s why we only operate through our network of employee benefit advisors.


Fill out the form on this page to access the Roundstone RFP Submission Checklist for fully-insured and self-insured employer groups. Learn exactly what information you need to submit from your client to receive the most competitive quote from our experienced, in-house underwriting team.


Once you have gathered the required information, submit your RFP to rfp@roundstoneinsurance.com.

In the meantime, feel free to reach out to your Roundstone Regional Practice Leader to learn more about captive health insurance.