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Created On: 21/03/2023
in Pathways Integrations CIExpert To set Synaptic as the default quote provider in CIExpert, select the assessment you wish to work on Click on the Synaptic button Click Set as Favourite Synaptic will now be set as the default quote provider indicated...
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Created On: 21/03/2023
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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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. Cl...
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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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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 Webline C...
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Click on the CIExpert button, select the quote comparison scenario you wish to review in CIExpert and click Send You will see a Success message to confirm the results for your selected scenario have been sent to CIExpert ...
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The link to CIExpert is displayed on the comparison results screen for Critical Illness quote requests. Log into Webline , enter Client details and click Next Select the products for quote comparison and cli...
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To set Synaptic as the default quote provider in CIExpert, select the assessment you wish to work on Click on the Synaptic button Click Set as Favourite Synaptic will now be set as the default quote provider indicated...
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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...