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Create a new contact by navigating to Contact in the top toolbar: Select the drop down arrow to create a new contact: Complete the details of your client: When entering the birthdate, start by selecting the year, month and ...
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Go to Synaptic | Powerful Software for Advisers Log into Synaptic Pathways through the Login link on the right of the screen: This will take you to the Salesforce login screen: ...
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If Level Term Assurance is selected you are able to make a selection for the quote from the following screen: You can make a selection for Critical Illness Cover by selecting the appropriate button; ...
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Your browser does not support HTML5 video. Easily compare growth rates of plans against each other. ...
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If you are producing a number of quotes for different products, once you have completed one quote input page and moved to the next product, the results for the previous quote will be obtained and become available in the Results section. Onc...
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A separate screen is available for each type of product selected. If you have requested more than one quote for a product they will be numbered on the left hand side of the screen. The cross next to each of the products, gives the ability to rem...
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Your browser does not support HTML5 video. Make rapid commission term amendments on a quote-by-quote basis within the quote form. ...
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There will be times when not all quotes come back from the providers within a short time period. If this happens, your screen will show any results which have been returned for you, and an orange bar will appear at the top of the page, to show...
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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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See below for key areas of Synaptic Pathways Contact page: