-
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...
-
CIExpert is a leading and independent critical illness cover (CIC) comparison tool that creates in-depth analysis to enable advisers to understand and assess the best choice for their clients and arms them with the tools to convey the rationale to t...
-
Click on the CIExpert button, select the quote comparison scenario you wish to review in CIExpert and click Send You will see a Success message to confirm the results for your selected scenario have been sent to 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...
-
Last Updated: 20/03/2023
in Pathways Release Notes
Pathways Product Update New features and enhancements to research journeys We're pleased to share the highlights of our latest Pathways product release New features CIExpert integration Enhancements to existing features ...
-
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...
-
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...
-
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...
-
Last Updated: 01/02/2023
in Pathways Release Notes
Pathways Product Update New features and enhancements to research journeys We're pleased to share the highlights of our latest Pathways product release New features Cashflow Retirement Edition Related contacts and Family As...
-
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 direc...