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Created On: 13/02/2024
in Pathways Integrations CIExpert 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 ...
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Created On: 13/02/2024
in Pathways Integrations CIExpert Click on the CIExpert button Select the quote comparison scenario you wish to review in CIExpert and click Send to CIExpert You will see a Success message to confirm the results for your selected scenario have been sent to CIExpert ...
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Created On: 13/02/2024
in Pathways Integrations 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 Pathways Protection ...
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Created On: 13/02/2024
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 t...
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Error message importing intelliflo client If you see the following error message, you might need to enable permission for external systems to connect Intelliflo to Synaptic Pathways Click on your avatar (profile icon) at the top right of...
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Pathways permission settings for intelliflo office integration You will need to grant permission for Synaptic Pathways to receive and send information to intelliflo office. Click on your avatar (profile icon) at the top right of the screen and...
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Created On: 13/02/2024
in Pathways Integrations CIExpert 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 Cli...
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Importing client details Using the app you can import client details from intelliflo to your Synaptic Pathways account. If you are an existing Synaptic Pathways user, log into your account. New users to Synaptic Pathways will be direc...
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Saving reports to intelliflo office Once you have completed your research in Synaptic Pathways, you will have the option to save the report back to your intelliflo office client record. For example when you complete an Attitude to Risk Q...
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Importing holdings Using the app you can import client holdings from intelliflo to your Synaptic Pathways account. If you are an existing Synaptic Pathways user, log into your account. New users to Synaptic Pathways will be directe...