CIExpert Integration

CIExpert is a leading and independent critical illness cover (CIC) comparison tool that creates in-depth analysis to enable advisers to understand and assess the best choice for their clients and arms them with the tools to convey the rationale to their clients. With access to a detailed knowledge base of both current and over 500 historical policies for comparison, CIExpert provides a detailed ranking system based upon incidence statistics. www.ciexpert.uk contact@ciexpert.co.uk

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Synaptic CIExpert discount offer
For existing Synaptic users new to CIExpert, a discount is available when signing up to the CIExpert service. Go to CIExpert/Synaptic offer page to see the discounted rates available and Select the plan that best suits your business.  Click ...
Set Synaptic as quote provider
To set Synaptic as the default quote provider in CIExpert, select  the assessment you wish to work on Click on the Synaptic button Click Set as Favourite Synaptic will now be set as the default quote provider indicated by t...
Link to CIExpert from Webline
The link to CIExpert is displayed on the comparison results screen for Critical Illness quote requests. Log into Webline , enter Client details and click Next Select  the products for quote comparison and click N...
Send quote results to CIExpert
Click on the CIExpert button, select the quote comparison scenario you wish to review in CIExpert and click Send You will see a Success message to confirm the results for your selected scenario have been sent to CIExpert ...
View Webline pricing in CIExpert
Within CIExpert , you will see a screen with a list of your assessments.   Select the assessment you wish to work on  You will see the Client details imported from Synaptic  Webline Complete details...
Applying direct from CIExpert
You will be able to view the status of your assessment within CIExpert.  When ready to complete the application form, click Apply Now   Click Apply Now to be redirected to straight to the provider website to comp...