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81. Selecting Benefits

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

82. Creating a Protection quote

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

83. Entering your Synaptic Webline Credentials

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

84. Why is there a negative transaction cost?

    Created On: 19/02/2024 in Synaptic Pathways Research Research - Frequently Asked Questions
    Transaction costs are taken from the Mifid ii feed.  In some cases, due to reporting requirements which allow for delay impact, this can result in a negative transaction cost.  The delay impact is caused by the difference between the price immedia...

85. Pathways Illustration charge vs Provider published charge

    Created On: 19/02/2024 in Synaptic Pathways Research Research - Frequently Asked Questions
    Costs and charges that have been returned in Pathways using our calculations engine cannot be derived by adding the sum of provider brochure published charges. The calculations engine is more complex and utilises many different factors to provide ...

86. Applying direct from CIExpert

    Created On: 13/02/2024 in Synaptic 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...

87. Synaptic Pathways Due Diligence

    Created On: 13/02/2024 in Synaptic Pathways Documentation
    To help you carry out your due diligence, we have put together responses to the most commonly asked questions within this document available for download: Synaptic Pathways Due Diligence.pdf We are happy to carry out more detailed due dilig...

88. Set Synaptic as quote provider

    Created On: 13/02/2024 in Synaptic 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...

89. Link to CIExpert from Pathways

    Created On: 13/02/2024 in Synaptic 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...

90. Send quote results to CIExpert

    Created On: 13/02/2024 in Synaptic 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 ...

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