New Articles

  1. Platform Holdings - Holding Report New

    Navigate into the holding: To create a  Holding Report , click on the drop down arrow on the top right of the screen: Select Holding Report: Select sub-holdings to include in the report and choose to include Plan Factsheets. S...
  2. Company Settings - Branding Video New

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  3. Synaptic Pathways Protection Credentials Video New

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  4. Synaptic Pathways Protection Video New

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  5. Off-Platform Holdings - Holding Report New

    Navigate into the holding: To create a  Holding Report , click on the drop down arrow on the top right of the screen: Select Holding Report: Choose to include Plan Factsheets and Submit: The report will include: Client...
  6. Joint Life Quote New

    This article is a continuation of Edit/View Benefit . Create a joint life quote by clicking the Add Client+ button in the Clients tab of a protection quote: Select Existing Client or complete details to  Create a New Client Th...
  7. Apply New

    Click the Apply button next to the chosen quote: Read and accept documents before continuing to apply: Repeat for any Variations and Continue: This will take you through to the Provider website to complete the quote. ...
  8. More Info & Documents New

    View More info & Documents for each provider: This area will show Variations, Documents  and Commission: ...
  9. Comparison Report New

    Create a  Comparison Report on the top right of the screen: ...
  10. Whole of Life Quote New

    Edit this benefit by clicking on the pen icon: This will load the Quote Details screen. Complete details of the quote. Save to refresh quote results: ...