Simple PMI for brokers & IFAs.

4CPlatform is an online platform that makes selling Private Medical Insurance straightforward.

The 4CPlatform guided sales journey helps brokers complete compliant sales
Dynamic selection of PMI policy options & rate quotation so you can tailor your clients' quotes instantly
Easily and quickly complete PMI sales online with no paperwork

Discover the 4CPlatform.

The complete 4CPlatform Journey includes a wealth of features and capabilities designed to make the quoting process fast and convenient, both for the client and the broker.

Guided Process

A fully-featured process takes you through every step of the journey.

Helps compliance

Comprehensive auditing tools provide detailed insight and assurance.

Easy to use

An intuitive and comprehensive process flow that's a pleasure to use.

View all the features

A full range of features.

The 4CPlatform has a comprehensive and evolving feature set, covering every step of the process.

Data & Leads

Ability to quickly insert existing data or purchase leads.

Scripted Journey

Fully scripted journey from start to completion.

Medical Question Set

Complete set of in-depth medical questions.

Quoting Tool

Easily toggle between different features, benefits and prices.

Pre-population

Automatically pre-populated application forms and paperwork.

Quality Check

Sales audit trail available for quality checking.

Directed Journey

Guided journey and fact-find.

Hospital Finder

Nearest in-network hospitals generated from client postcode.

Historical Policies

Easily compare current and historical PMI policies.

Portal System

Send clients real-time quotes with all required paperwork.

Time stamped Responses

Timed responses to questions for compliance quality checks.

Live Rates

Prices always up-to-date for accurate quotes and easy finalising.

See frequently asked questions

Frequently asked questions, answered.

We're here to help. Browse our most frequently asked questions below.

What type of insurance can I sell through 4CPlatform?

4CPlatform is designed to assist with selling Private Medical Insurance.

Which PMI insurance providers are available on the 4CPlatform?

The 4C Platform is designed to assist with selling PMI from a leading panel of the UK's health insurance providers. The quote and apply tool is currently available for brokers who have agency codes with Aviva, Bupa and The Exeter. Additional providers will be implemented over the coming months and news of exact dates will be published here when known.

How can 4CPlatform help ensure compliant PMI sales?

4CPlatform contains a sales journey which the broker steps through with each client. The sales journey requires the broker to ask all the right questions, and to record the answers, so that each quotation contains a complete audit trail.

Once the quotation has been accepted by the client, the policy is on-boarded electronically so no paperwork is required.

What is the cost?

There is no fee for joining or using the 4CPlatform, and there is no commission split. 4CPlatform.com Limited is reimbursed for sales by the insurance provider.

How can I start selling PMI on the 4CPlatform?

To start selling PMI on the 4CPlatform, you need to meet the following criteria:

Be an established broker or IFA with an FCA reference number and relevant agency code(s)
Be able to record phone calls
Be invited to join the platform

Get in touch today

Contact the team today.

Our team is happy to answer your questions. Fill out the form and we'll be in touch as soon as possible.

4C Platform Ltd
Unit 1, Hercules Court
Lakeside Business Park
Broadway Lane, Cirencester
Gloucestershire GL7 5XL

4C Platform.com Limited is authorised and regulated by the Financial Conduct Authority No: 827940 and is registered in England and Wales No: 07377957. Registered address office is 5 Hercules Court Lakeside Business Park, Broadway Lane, South Cerney, Cirencester, Gloucestershire, England, GL7 5XZ.
Email: [email protected] | Tel: 01285 705900.

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