-
Created On: 23/02/2024
in Pathways Protection To amend details of the Income Protection quote, click the pen icon: Select Cover Basis : If critical illness is required, click Yes to I nclude Critical Illness Cover: Choose whether the Critical Illness Benefit is Additional ...
-
Created On: 23/02/2024
in Pathways Protection To amend details of the Critical Illness quote, click the pen icon: Note: The system defaults to a ten year term, comprehensive with a £20,000 critical benefit amount. Select a Cover Type (comprehensive has automatically been selected). C...
-
Navigate into the Investment Pathways tab. Click into the CIP you would like to amend: Click into the Portfolio Tab: Use the search box on the left of the screen to find Portfolios you would like to add to the CIP. The all dro...
-
You can apply a deal by creating an In-House Discretionary portfolio. 1. In-House Discretionary portfolio Build the IHD portfolio in the normal way through Portfolio Builder. You can use one portfolio, or more as required. See article In-Ho...
-
Created On: 22/02/2024
in Pathways Protection This article is a continuation of Edit/View Benefit Edit this benefit by clicking on the pen icon: This will load the Quote Details screen. Complete details of the quote. In this example we will: Include Comprehensive Critical Illness Acc...
-
Created On: 22/02/2024
in Pathways Protection This article is a continuation of Quote Results Screen . Once the quote results screen loads, default quotes will be returned. As seen below, a Life Assurance quote of £100,000 with a 10year term: Edit this benefit by clicking on the pen icon:...
-
Created On: 22/02/2024
in Pathways Protection This is a continuation of article: Selecting Benefits See article: Edit/View Benefit ...
-
Created On: 22/02/2024
in Pathways Protection This article is a continuation of Creating a Protection quote . Select one or more benefits to quote and Add This will load a quote results screen based on default values: See next article: Quote Results Screen ...
-
Created On: 22/02/2024
in Pathways Protection If you haven't already, ensure your credentials have been completed in My Apps & Settings - Entering your Synaptic Webline Credentials . Navigate to the Contact record: Scroll down to Protection and click New Complete details and...
-
Created On: 22/02/2024
in Pathways Protection You will need to enter your Synaptic Webline credentials to generate Protection quotes in Synaptic Pathways . Note: If you are unsure of your logon details, contact our Customer Services Team on 0800 783 4477 or email: customersuccess@synaptic.co....