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71. Family Income Benefit Quote

    Created On: 23/02/2024 in Synaptic Pathways Protection
    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: ...

72. Decreasing Term Quote

    Created On: 23/02/2024 in Synaptic Pathways Protection
    Edit this benefit by clicking on the pen icon: This will load the Quote Details screen. Note: The system will default to a 10 year term with a £100,000 death benefit. Complete details of the quote. In this example we will: Select 'No' to Cri...

73. Convertible Term Assurance Quote

    Created On: 23/02/2024 in Synaptic Pathways Protection
    To amend details of the Convertible Term Assurance quote, click the pen icon: Note: The system defaults to a ten year term and a £100,000 Death Benefit Amount. This will load the Quote Details screen. Complete details of the quote. In this exa...

74. Business Protection Quote

    Created On: 23/02/2024 in Synaptic 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 ...

75. Critical Illness Quote

    Created On: 23/02/2024 in Synaptic 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...

76. Adding/Removing Portfolios from the Central Investment Proposition

    Created On: 23/02/2024 in Synaptic Pathways Investment Pathways Investment Pathways - Getting Started
    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...

77. Can I apply a special deal to MPS portfolios?

    Created On: 23/02/2024 in Synaptic Pathways Portfolio Builder Portfolio Builder - Getting Started
    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...

78. Level Term Assurance Quote

    Created On: 22/02/2024 in Synaptic 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...

79. Edit/View Benefit

    Created On: 22/02/2024 in Synaptic 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:...

80. Quote Results Screen

    Created On: 22/02/2024 in Synaptic Pathways Protection
    This is a continuation of article:  Selecting Benefits See article:  Edit/View Benefit ...

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