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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 request Partial...
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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 by t...
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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 Click T...
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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. Click ...
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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 website to comp...
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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 Complete details...
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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 click N...
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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 by t...