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Created On: 22/02/2024
in Pathways Protection This article is a continuation of Edit/View Benefit Edit this benefit by clicking on the pen icon: This will load the Quote Details screen. Complete details of the quote. In this example we will: Include Comprehensive Critical Illness Acc...
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Created On: 22/02/2024
in Pathways Protection This article is a continuation of Quote Results Screen . Once the quote results screen loads, default quotes will be returned. As seen below, a Life Assurance quote of £100,000 with a 10year term: Edit this benefit by clicking on the pen...
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Created On: 22/02/2024
in Pathways Protection This is a continuation of article: Selecting Benefits See article: Edit/View Benefit ...
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Created On: 22/02/2024
in Pathways Protection This article is a continuation of Creating a Protection quote . Select one or more benefits to quote and Add This will load a quote results screen based on default values: See next article: Quote Results Screen ...
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Created On: 22/02/2024
in Pathways Protection If you haven't already, ensure your credentials have been completed in My Apps & Settings - Entering your Synaptic Webline Credentials . Navigate to the Contact record: Scroll down to Protection and click New ...
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Created On: 22/02/2024
in Pathways Protection You will need to enter your Synaptic Webline credentials to generate Protection quotes in Synaptic Pathways . Note: If you are unsure of your logon details, contact our Customer Services Team on 0800 783 4477 or email: customersuccess@synaptic.co....
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Transaction costs are taken from the Mifid ii feed. In some cases, due to reporting requirements which allow for delay impact, this can result in a negative transaction cost. The delay impact is caused by the difference between the price...
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Costs and charges that have been returned in Pathways using our calculations engine cannot be derived by adding the sum of provider brochure published charges. The calculations engine is more complex and utilises many different factors to provide an...
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Created On: 13/02/2024
in Pathways Integrations 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 websi...
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Created On: 13/02/2024
in Pathways Documentation Synaptic Pathways Due Diligence (1).pdf