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Complete the products details and features of the Whole of Life policy. Quick Commission can be applied by clicking the 'Quick Commission' button Once completed, click the 'Next' button: NB: Please note that Convertible Term A...
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Once you have decided on the product to be recommended to the client, click on the Documents button in the Info column to obtain the clickable links to the Personalised Illustration and other quote-related documentation. These docu...
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Complete the client details. The name field will do an automatic search as you start typing the name, and any matches for existing clients, you have previously entered that are found, will be displayed in a drop-down list under the name field. Note ...
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Your browser does not support HTML5 video. Please note: Our Support Team number has updated to 0808 164 5463 Option 1 ...
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A simple form allows you to enter your old password (for security reasons) and then the new password twice (to ensure it has been entered correctly), before selecting the ‘ Change ’ button. NB: If you are using the Synaptic Suite...
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There are a number of buttons on the various quote screens which work in the same way on the different product types: Critical Illness cover is set to “No” by default - click “Yes” if Critical Illness cover is to be...
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Within the toolbar at the top of the screen, you are able to expand and collapse all grouped products. You are also able to set which page view you would prefer: Expand/collapse all grouped provider results by clicking the down/up arrows: Selec...
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Your browser does not support HTML5 video. Tailor your client’s specific needs using the Ethical Fact Find within Synaptic Product & Fund Research. Select funds according to what they want to support or avoid. ...
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For Income Protection, you must either select the age at which the cover ceases, or specify a term of cover, by clicking either the Cease or the Term buttons. In the example below, Cease had been chosen so you must indicate the age of t...