Updated Articles

  1. Creating a special deal for Aviva Wrap

    In Synaptic Pathways, you are able to create special deals for Providers. Provider charging structures can vary and may need to be setup differently to ensure the deal pulls through correctly. For the Aviva Wrap Platform, they have a Core (insured...
  2. Applying direct from CIExpert

    You will be able to view the status of your assessment within CIExpert.  When ready to complete the application form, click Apply Now   Click Apply Now to be redirected to straight to the provider website to comp...
  3. Set Synaptic as quote provider

    To set Synaptic as the default quote provider in CIExpert, select  the assessment you wish to work on Click on the Synaptic button Click Set as Favourite Synaptic will now be set as the default quote provider indicated by t...
  4. Link to CIExpert from Pathways

    Log into Synaptic Pathways , find or add a Client  Add relevant Client Details  needed to obtain a Critical Illness quote, such as Birthdate and Sex Under the Medical  tab, add Smoker Status. If you would like to request Partial...
  5. Send quote results to CIExpert

    Click on the CIExpert button Select the quote comparison scenario you wish to review in CIExpert and click Send to CIExpert You will see a Success message to confirm the results for your selected scenario have been sent to CIExpert ...
  6. View Pathways Protection pricing in CIExpert

    Within CIExpert , you will see a screen with a list of your assessments.   Select the assessment you wish to work on  You will see the Client details imported from Synaptic Pathways Protection Comple...
  7. Setup access in Synaptic Pathways

    Pathways permission settings for intelliflo office integration You will need to grant permission for Synaptic Pathways to receive and send information to intelliflo office. Click on your avatar (profile icon) at the top right of the screen and...
  8. Error message importing intelliflo client

    Error message importing intelliflo client If you see the following error message, you might need to enable permission for external systems to connect Intelliflo to Synaptic Pathways Click on your avatar (profile icon) at the top right of...
  9. Synaptic CIExpert discount offer

    For existing Synaptic users new to CIExpert, a discount is available when signing up to the CIExpert service. Go to CIExpert/Synaptic offer page to see the discounted rates available and Select the plan that best suits your business  Click T...
  10. Importing client details

    Importing client details Using the app you can import client details from intelliflo to your Synaptic Pathways account. If you are an existing Synaptic Pathways user, log into your account.  New users to Synaptic Pathways will be directed t...