Rosemount Financial Solutions (IFA) has announced the launch of a new partnership with 4C Platform.

The move will see 4C Platform, an online sourcing system which supports advisers with applying for private medical insurance (PMI) policies for their clients, added to Rosemount’s mortgage, protection, and financial planning network.

4C Platform guides advisers through the PMI process, ensuring that all the required information is documented, and as a result each quotation includes a complete audit trail while the policy is onboarded electronically.

The group’s platform is now available to all Rosemount members, saving them time by providing a more streamlined application process.

Rosemount CEO, Ahmed Bawa, said: “PMI is an increasingly important product area for advisers. 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.”

4C Platform director, Paul Mills, added: “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.”

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