Log into Synaptic Pathways, find or add a Client
Add relevant Client Details needed to obtain a Critical Illness quote, such as Birthdate and Sex
Under the Medical tab, add Smoker Status. If you would like to request Partially Underwritten Quotes, complete the Body Mass Index (BMI) details 
On the Related tab, go to the Protection section and click New
Enter a Protection Name for the research and click Save
Click on the Protection Name
Select the products for quote comparison and click Add
Pathways Protection will automatically return quote results based on default settings for the product. From the Benefit List on the left hand menu, click the Edit button on the product to update quote requirements
Edit the Product details for the Critical Illness cover required and click Save
The results will be updated based on the cover selected. The CIExpert button can be seen at the top right of the comparison results screen
Link to next article Sending quote results to CIExpert
