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441. Valuations - Prudential

     Created On: 24/04/2023 in Pathways Valuations Valuations - Providers
     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 website...

442. Valuations - LV=

     Created On: 24/04/2023 in Pathways Valuations Valuations - Providers
     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 suppo...

443. Valuations - Aviva Platform

     Created On: 24/04/2023 in Pathways Valuations Valuations - Providers
     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 Provider...

444. Applying direct from CIExpert

     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 website to comp...

445. View Pathways Protection pricing in CIExpert

     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 Comple...

446. Send quote results to CIExpert

     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 ...

447. CIExpert

     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...

448. Link to CIExpert from Pathways

     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...

449. Set Synaptic as quote provider

     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...

450. Synaptic CIExpert discount offer

     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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