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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 deta...
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Created On: 26/02/2024
in Pathways Protection 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. ...
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Created On: 26/02/2024
in Pathways Protection View More info & Documents for each provider: This area will show Variations, Documents and Commission: ...
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Created On: 26/02/2024
in Pathways Protection Create a Comparison Report on the top right of the screen: ...
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Created On: 26/02/2024
in Pathways Protection 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 The cli...
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Created On: 23/02/2024
in Pathways Protection 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: ...
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Created On: 23/02/2024
in Pathways Protection To amend details of the Income Protection quote, click the pen icon: Select Term or Cease Age : Note: The system defaults to a ten year term with a £1,500 monthly benefit amount. Set Premium Frequency & Premium Basis: If requir...
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Created On: 23/02/2024
in Pathways Protection 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: ...
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Created On: 23/02/2024
in Pathways Protection Edit this benefit by clicking on the pen icon: This will load the Quote Details screen. Note: The system will default to a 10 year term with a £100,000 death benefit. Complete details of the quote. In this example we will: Select 'No' to Cri...
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Created On: 23/02/2024
in Pathways Protection To amend details of the Convertible Term Assurance quote, click the pen icon: Note: The system defaults to a ten year term and a £100,000 Death Benefit Amount. This will load the Quote Details screen. Complete details of the quote. In this exa...