"We look forward to working with Rosemount’s growing team of advisers and providing them with any support required to make the process straight-forward and jargon-free."
- Paul Mills, director of 4C Platform
4C Platform is an online sourcing system to support those advising on Private Medical Insurance (PMI), guiding advisers through the process of applying for PMI, and ensuring that required information is documented. Quotes include a complete audit trail, while the policy is onboarded electronically.
This platform is now available to members of the Rosemount Financial Solutions (IFA) network, in hopes of streamlining the PMI application process.
“Growing numbers of clients are keen to invest in PMI policies that allow them to obtain the medical care they need promptly, compared with the timescales that may be involved with the NHS,” explained Ahmed Bawa, CEO of Rosemount Financial Solutions (IFA).
He said: “The 4C Platform means advisers can support their clients in identifying the right policy for their circumstances swiftly and compliantly, with a full audit trail included with each quotation.”
Paul Mills, director at 4C Platform, added: “PMI is a product that offers peace of mind regarding future health complications, and so it’s vital that a thorough fact find is carried out and that advisers have the tools necessary to use this information to identify suitable products.
“We look forward to working with Rosemount’s growing team of advisers and providing them with any support required to make the process straight-forward and jargon-free.”
