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Information to setup the valuation service with the provider is detailed below. For further information, please refer to the valuation user guide . Provider support telephone Adviser Connect team 0345 606 0708 09:00 – 17:00 Mond...
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Information to setup the valuation service with the provider is detailed below. For further information, please refer to the valuation user guide . Provider support email Prubulktransactionshub@prudential.co.uk Provider we...
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Information to setup the valuation service with the provider is detailed below. For further information, please refer to the valuation user guide . Provider support telephone 0800 678 1890 08:30 – 17:30 Monday to Friday Provider...
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Information to setup the valuation service with the provider is detailed below. For further information, please refer to the valuation user guide . Provider support telephone 0800 056 2026 08:30 – 17:30 Monday to Friday ...
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Created On: 04/04/2023
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: 04/04/2023
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: 04/04/2023
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: 04/04/2023
in Pathways Integrations 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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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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Created On: 21/03/2023
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 ...