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This address should match the address registered with the providers in your agency agreements. It is very important that this is correct, particularly your post code. ...
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The Features tab shows Synaptic's analysis of all the features offered by the contracts being researched. You mark a feature as being essential for the client's requirements simply by ticking the box next to the feature's na...
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When making a fund selection you will be able to bypass the need for a portfolio and apply the same fund costs across all products. You will need to define the net initial and on-going costs of the fund & the growth rate the fund has. ...
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Click on Portfolio Builder in the toolbar: You can either click into the tab or use the dropdown arrow to add a new portfolio or view recent records/lists: In this example, we have clicked into the Portfolio Builder tab. Select ‘New...
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Webline Play is Synaptic’s new protection lead generation web app that sits within your website. Webline Play allows your clients to generate quotes for the following products: Level Term with Critical Illness Decreasing Term with Cr...
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Your browser does not support HTML5 video. In this video we show you how to disable users with your Synaptic Webline account. ...
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Synaptic Risk Profiles are now available as content integration within ATEB Suitability Report Writing Software. The risk profile definitions and descriptions (1-5 and 1-10) as well as introductory text will be available to enable and select when...
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Once a piece of product research has been worked through to Reports and the contract to be recommended has been selected, there will be a button called Fund Picker . Click on this and you will get the following options: 1) Choose a sect...
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Webline Play allows you to set a primary and secondary colour of your choice, which can be based on your website colour scheme. All you need is the Hex colour codes you would like to use (we can help with this if needed) and can be discussed with y...
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You can create an attitude to risk questionnaire in two ways, either by completing the questions on behalf of your client, or sending them the questionnaire by email to complete themselves. To create an attitude to risk questionnaire, create a new ...