Rosemount Financial Solutions (IFA), the mortgage, protection and financial planning network, has announced a new partnership with 4C Platform to improve the way its advisers deliver private medical insurance (PMI) advice.
The deal gives all Rosemount advisers access to 4C’s online sourcing system, designed to guide them through the process of identifying and applying for appropriate PMI policies. The platform includes an electronic application system, removing the need for paper forms, and creates a full audit trail for each quotation.
Ahmed Bawa, chief executive of Rosemount Financial Solutions (IFA), said the introduction of 4C Platform marked another step forward in supporting advisers and clients alike.
“PMI is an increasingly important product area for advisers,” he said. “Growing numbers of clients are keen to invest in policies that allow them to obtain the medical care they need promptly, compared with the timescales that may be involved with the NHS. PMI provides clients with a way to mitigate the unpredictable costs of private medical care, while the range of providers and policies available in this sector means there are solutions that work for all budgets.
“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. It’s yet another example of Rosemount going the extra mile to secure the partnerships and support that allow our advisers to deliver the best possible service and outcomes to their clients.”
The 4C Platform enables advisers to complete a structured fact find and access real-time information across multiple PMI providers through a single portal. By consolidating this process, Rosemount advisers will no longer need to navigate multiple systems or duplicate data entry, saving time and reducing the risk of errors.
Paul Mills, director of 4C Platform, said: “4C Platform are very excited about our new partnership with Rosemount Financial Solutions (IFA). PMI is a product that offers clients peace of mind regarding future health complications, and so it is vital that a thorough fact find is carried out and that the advisers have the tools necessary to use this information to identify the products that best meets the clients demands and needs.
“Rosemount’s advisers are known for the personal touch they provide, and the 4C Platform tools will help them guide their clients through this journey. 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.”
