Webline Protection

Articles

 Synaptic Webline Protection - User Interface Improvements
Your browser does not support HTML5 video. This video will take you through the Webline Protection journey, showcasing the new and improved user interface. ...
 Synaptic Webline Protection - Multi Benefit
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 Synaptic Webline Protection - Finding Quotes
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 Top Tip - Critical Illness Table
Your browser does not support HTML5 video. Use the Critical Illness table in Webline to check which providers cover specific conditions and any notes the provider has supplied. ...
 Top Tip - Quick Commission
Your browser does not support HTML5 video. Make rapid commission term amendments on a quote-by-quote basis within the quote form. ...
Webline Protection - Introduction
Within the Webline Protection area of the knowledgebase, we will show you how to obtain multiple protection quotes and apply electronically.   The products that can be quoted and applied for, using this software are as follows: Standalone Pro...
Logging into Webline
Webline can be accessed via the Synaptic Software Limited website.  Go to the Synaptic website – www.synaptic.co.uk   and scroll down the screen until you find the ‘log in’ option. Click on Synaptic. This will take ...
Client Details Standalone Products - Requesting Quotes
Complete the client details. The name field will do an automatic search as you start typing the name, and any matches for existing clients, you have previously entered that are found, will be displayed in a drop-down list under the name field. Note ...
Requesting Quotes - Common Buttons
The Product Selection screen will now display. You can either select to quote standalone products or Multi Benefit Products. Each journey will be described in this article. There are a number of buttons on the various quote screens which work in th...
Requesting Quotes - Standalone Products
Select the product(s) to be quoted on.  Click into the box at the far right of the line to select the product. When a product type is selected a counter will be displayed allowing you to enter the number of quotes required for each product t...
Requesting Quotes - Product Details
A separate screen is available for each type of product selected. If you have requested more than one quote for a product they will be numbered on the left hand side of the screen. The cross next to each of the products, gives the ability to rem...
Requesting Quotes - Decreasing Term Assurance
In this screen, a Decreasing Term quote has been selected, which will be denoted by the grey highlight on the left side.  For this quote a mortgage interest rate must be entered – note that this figure must be a whole number (decimals...
Requesting Quotes - Family Income Benefit
The next example shows a Family Income Benefit quote – in this case, you must enter the annual death benefit amount that’s being requested (whole number of pounds).  If the quote is to include CIC, enter as shown previously in t...
Requesting Quotes - Income Protection
For Income Protection, you must either select the age at which the cover ceases, or specify a term of cover, by clicking either the Cease or the Term buttons.   In the example below, Cease had been chosen so you must indicate the age of t...
Requesting Quotes - Whole of Life
Complete the products details and features of the Whole of Life policy. Quick Commission can be applied by clicking the 'Quick Commission' button Once completed, click the 'Next' button: NB: Please note that Convertible Term A...
Results - Producing an Illustration
Once you have decided on the product to be recommended to the client, click on the Documents  button in the Info column to obtain the clickable links to the Personalised Illustration and other quote-related documentation. These docu...
Results - "Refreshing" a Quote Result Screen
There will be times when not all quotes come back from the providers within a short time period.  If this happens, your screen will show any results which have been returned for you, and an orange bar will appear at the top of the page, to show...
Results - Selecting the Product
Once all the available quotes are available to you, you can view more information on any of the individual quotes by using the Info  column.: Here you can view the variation, documents, notes and commission for the individual quote: Fo...
Multi Benefit Products
The Multi benefit quotation steps follow the same journey as the Standalone Products with few changes to the navigation.  Start the Multi Benefit quote after filling in the client details by selecting the Multi Benefit Products tab. Sele...
Multi Benefit Products - Product Details
A separate screen is available for each of the benefit type selected. Each part of the Multi Benefit quote has its own form and the quote will only be requested when all of the parts have been filled in. It is possible to fill in the forms in an...
Multi Benefit Products - Level Term Assurance
If Level Term Assurance is selected you are able to make a selection for the quote from the following screen: You can make a selection for Critical Illness Cover  by selecting the appropriate button; ...
Multi Benefit Products - Decreasing Term Assurance
If Decreasing Term Assurance  is selected you are able to make a selection for the quote from the following screen. Select the Mortgage Interest Rate for Decreasing Term: This can include making a selection on Critical Illness Cover ...
Multi Benefit Products - Critical Illness Cover
Within the Level Term Assurance, Decreasing Term assurance and Family Income Protection  quotations there is an option for Critical Illness Cover  as shown in the following screen. Select Critical Illness Options: You can then ...
Multi Benefit Products - Income Protection
When obtaining an Income Protection  quotation, the following screen will appear:  Please note that the term option is greyed out and you can only select Driven by Age. You can make their selection from these options, please note w...
Multi Benefit Products - Family Income Protection
If a quotation for Family Income Protection  is selected the following screen will appear: Critical Illness options can be selected under Cover Type The User can make their selection from these options. ...
Multi Benefit Products - Waiver of Premium
If Waiver of Premium  is required, you can select this option to include it in the relevant quotation:   ...
Results - Multi Benefit
If you are producing a Multi Benefit Quotation for different products, once you have completed all of the quote input pages, the results for all the quotes will be obtained and become available in the Results section as shown below. In this examp...
Grouped Results View
Within the Results screen, you are able to see products grouped together by provider: This allows you to compare all of a provider’s products against each other. Select ‘See more products from’ to maximise this view: You ca...
View Options
Within the toolbar at the top of the screen, you are able to expand and collapse all grouped products. You are also able to set which page view you would prefer: Expand/collapse all grouped provider results by clicking the down/up arrows: Selec...
Results
If you are producing a number of quotes for different products, once you have completed one quote input page and moved to the next product, the results for the previous quote will be obtained and become available in the Results section.  Onc...
Applying
In the example below, two different products have been selected for purchase, as indicated by the number “2” in the oval icon next to “Apply”. By clicking in the Apply area on the left, it becomes highlighted, and the sum...
Evidence of Research
Once a piece of research has been conducted, there will be a need for this to be evidenced.  Keeping a copy of the Illustration will evidence the solution chosen, but not why it has been chosen. A report can be printed once a piece of research...
Finding Quotes
All pieces of work are automatically saved when working through Webline.  If you wish to recall a quote which you did previously, click on the Find  button at the top left of the screen.  Find becomes highlighted and a small Search b...
Provider Documents
To view or print Provider documents, click on Provider Documents within the More  tab. Within this section, you will find a list of providers.   Click on the provider required and their available documents will be displayed, as shown i...
Help
The Help tab on the top right of the screen, provides you with access to the KnowledgeBase, Documents, Terms and Conditions for Webline and the Cookie Policy. ...
Settings
The Settings tab on the top right of the screen allows you to view your Account Details, such as Company name and contact details.   Your company details cannot be changed from this area.  Please contact Support to request any changes t...
Logging out of Webline
To log out of the system, click on your name at the top right of the screen and select Sign Out. Your details cannot be changed from this area. Please contact the support team to request any changes on 0800 028 0033. ...