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Your browser does not support HTML5 video. Creating an Attitude to Risk Questionnaire to send to the client, how to complete the Attitude to Risk Questionnaire on behalf of your client & setting manually. ...
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‘Send to my system’ can be found within the Apply Basket. If you would like further information on how to set this up, contact our Application Support Team on 0808 164 5463 option 1. ...
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Your browser does not support HTML5 video. ...
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Navigate to Google Chrome and enter https://chrome.google.com/webstore/category/extensions?hl=en-uk into the address bar. This will open extensions within Google Chrome. Search for an extension application called IE Tab. This allows Silver...
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You can send details of products in your Apply basket to your email address. This allows you to quickly link through to the Synaptic Webline Apply basket, or apply for each product directly from the email without logging in. Click 'Send to my E...
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Pathways intelliflo office integration Using the Synaptic Pathways app you are able to bring across information from your clients and holdings from intelliflo to Synaptic Pathways. This allows you to link seamlessly to Synaptic Pathways to carr...
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Click on Portfolio Builder in the toolbar: You can either click into the tab or use the drop down 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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Your browser does not support HTML5 video. To apply for Accident, Sickness and Unemployment cover, Best Insurance requires you to pre-register. See article Can I get instant cover for Accident, Sickness and Unemployment? for more informat...
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See below for key areas on the Synaptic Pathways Homepage: ...
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To send Attitude to Risk Questionnaires (ATRQ) direct to your clients to complete, you must set up a unique URL for your system. The URL will be sent in an email to the client and will show in their browser, so you should choose a name that th...