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Our customer service team provides an Organisation ID to the user setting up the Valuation Service for your firm. Please contact our customer service team on 0800 783 4477 or send an email to hello@synaptic.co.uk . ...
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Last Updated: 04/04/2023
in Pathways Integrations CIExpert 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 ...
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Last Updated: 04/04/2023
in Pathways Integrations 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 websi...
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Last Updated: 04/04/2023
in Pathways Integrations 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 ...
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Last Updated: 04/04/2023
in Pathways Integrations 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 ...
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Last Updated: 04/04/2023
in Pathways Integrations CIExpert 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...
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Last Updated: 04/04/2023
in Pathways Integrations CIExpert 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 Cli...
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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 Webline C...
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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. Cl...
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The link to CIExpert is displayed on the comparison results screen for Critical Illness quote requests. Log into Webline , enter Client details and click Next Select the products for quote comparison and cli...