New Articles

  1. Company Settings - Branding Video

    Your browser does not support HTML5 video. ...
  2. Platform Holdings - Holding Report

    Navigate into the holding: To create a  Holding Report , click on the drop down arrow on the top right of the screen: Select Holding Report: Select sub-holdings to include in the report and choose to include Plan Factsheets. Submit...
  3. What's in Pathways 6.8 Release?

    We're pleased to share the highlights of our latest Pathways product release What’s New in Version 6.8 Protection Quote Comparison - Joint Life quotes and new Comparison Report Holding Assets - ability to add underlying assets t...
  4. Off-Platform Holdings - Holding Report

    Navigate into the holding: To create a  Holding Report , click on the drop down arrow on the top right of the screen: Select Holding Report: Choose to include Plan Factsheets and Submit: The report will include: Client deta...
  5. Apply

    Click the Apply button next to the chosen quote: Read and accept documents before continuing to apply: Repeat for any Variations and Continue: This will take you through to the Provider website to complete the quote. ...
  6. More Info & Documents

    View More info & Documents for each provider: This area will show Variations, Documents  and Commission: ...
  7. Comparison Report

    Create a  Comparison Report on the top right of the screen: ...
  8. Joint Life Quote

    This article is a continuation of Edit/View Benefit . Create a joint life quote by clicking the Add Client+ button in the Clients tab of a protection quote: Select Existing Client or complete details to  Create a New Client The cli...
  9. Whole of Life Quote

    Edit this benefit by clicking on the pen icon: This will load the Quote Details screen. Complete details of the quote. Save to refresh quote results: ...
  10. Income Protection Quote

    To amend details of the Income Protection quote, click the pen icon: Select  Term  or Cease Age : Note: The system defaults to a ten year term with a £1,500 monthly benefit amount. Set Premium Frequency  & Premium Basis: If requir...