Popular Articles

  1. Requesting Quotes - Common Buttons

    There are a number of buttons on the various quote screens which work in the same way on the different product types. If you are producing a quote for each client and also a joint quote, use the Quote for buttons at the top of the page to select ...
  2. What are the AIC sector changes for Investment Trusts?

    The Association of Investment Companies (AIC) has conducted a comprehensive sector review resulting in the creation of 14 new sectors and removal of 8 existing sectors.  Investment Trusts previously listed in sectors which have been removed have bee...
  3. Requesting Quotes - Standalone Products

    Select the product(s) to be quoted on.  Click into the box at the far right of the line to select the product. When a product type is selected a counter will be displayed allowing you to enter the number of quotes required for each product type. ...
  4. Results - Selecting the Product

    Once all the available quotes are available to you, you can view more information on any of the individual quotes by using the Info  column.: Here you can view the variation, documents, notes and commission for the individual quote: For exa...
  5. Risk Rated Holdings within the Client Module

    We have introduced the ability to risk rate your client's holdings within the Synaptic Suite. When within the Holding screen, you can select the button 'Risk Rate Holdings'. This will work through all your client holdings to calculate the risk rati...
  6. Results - Multi Benefit

    If you are producing a Multi Benefit Quotation for different products, once you have completed all of the quote input pages, the results for all the quotes will be obtained and become available in the Results section as shown below. In this examp...
  7. CIExpert

    CIExpert is a leading and independent critical illness cover (CIC) comparison tool that creates in-depth analysis to enable advisers to understand and assess the best choice for their clients and arms them with the tools to convey the rationale to...
  8. Creating Quotes - Annuities

    There are two types of annuity quotes available on Webline: Lifetime will create a more precise quote for the client, as it takes into consideration any medical history and the type of contract the pension fund is coming from and therefore requir...
  9. Grouped Results View

    Within the Results screen, you are able to see products grouped together by provider: This allows you to compare all of a provider’s products against each other. Select ‘See more products from’ to maximise this view: You can also select ‘See...
  10. Requesting Quotes - Decreasing Term Assurance

    In this screen, a Decreasing Term quote has been selected, which will be denoted by the grey highlight on the left side.  For this quote a mortgage interest rate must be entered – note that this figure must be a whole number (decimals are not al...