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Last Updated: 28/02/2024
in Pathways Protection To amend details of the Convertible Term Assurance quote, click the pen icon: Note: The system defaults to a ten year term and a £100,000 Death Benefit Amount. This will load the Quote Details screen. Complete details of the quote. In th...
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Last Updated: 28/02/2024
in Pathways Protection To amend details of the Income Protection quote, click the pen icon: Select Cover Basis : If critical illness is required, click Yes to I nclude Critical Illness Cover: Choose whether the Critical Illness Benefit is Additi...
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Last Updated: 28/02/2024
in Pathways Protection To amend details of the Critical Illness quote, click the pen icon: Note: The system defaults to a ten year term, comprehensive with a £20,000 critical benefit amount. Select a Cover Type (comprehensive has automatically been se...
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Last Updated: 28/02/2024
in Pathways Protection This article is a continuation of Edit/View Benefit Edit this benefit by clicking on the pen icon: This will load the Quote Details screen. Complete details of the quote. In this example we will: Include Comprehensive Critical Illness Acc...
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Last Updated: 28/02/2024
in Pathways Protection This article is a continuation of Quote Results Screen . Once the quote results screen loads, default quotes will be returned. As seen below, a Life Assurance quote of £100,000 with a 10year term: Edit this benefit by clicking on the pen...
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Last Updated: 28/02/2024
in Pathways Protection This is a continuation of article: Selecting Benefits See article: Edit/View Benefit ...
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Last Updated: 28/02/2024
in Pathways Protection This article is a continuation of Creating a Protection quote . Select one or more benefits to quote and Add This will load a quote results screen based on default values: See next article: Quote Results Screen ...
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Last Updated: 28/02/2024
in Pathways Protection If you haven't already, ensure your credentials have been completed in My Apps & Settings - Entering your Synaptic Webline Credentials . Navigate to the Contact record: Scroll down to Protection and click New ...
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Last Updated: 28/02/2024
in Pathways Protection You will need to enter your Synaptic Webline credentials to generate Protection quotes in Synaptic Pathways . Note: If you are unsure of your logon details, contact our Customer Services Team on 0800 783 4477 or email: customersuccess@synaptic.co....
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Within Configuration , under your Company Settings b randing options can be set to apply your preferred primary and secondary colours and Company logo to ap...