4CPlatform is an online platform that makes selling Private Medical Insurance straightforward.
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.
A fully-featured process takes you through every step of the journey.
Comprehensive auditing tools provide detailed insight and assurance.
An intuitive and comprehensive process flow that's a pleasure to use.
The 4CPlatform has a comprehensive and evolving feature set, covering every step of the process.
Ability to quickly insert existing data or purchase leads.
Fully scripted journey from start to completion.
Complete set of in-depth medical questions.
Easily toggle between different features, benefits and prices.
Automatically pre-populated application forms and paperwork.
Sales audit trail available for quality checking.
Guided journey and fact-find.
Nearest in-network hospitals generated from client postcode.
Easily compare current and historical PMI policies.
Send clients real-time quotes with all required paperwork.
Timed responses to questions for compliance quality checks.
Prices always up-to-date for accurate quotes and easy finalising.
We're here to help. Browse our most frequently asked questions below.
4CPlatform is designed to assist with selling Private Medical Insurance.
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.
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.
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.
To start selling PMI on the 4CPlatform, you need to meet the following criteria:
Our team is happy to answer your questions. Fill out the form and we'll be in touch as soon as possible.
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]
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Tel: 01285 705900.
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