New Articles

131. Requesting Quotes - Family Income Benefit

     Created On: 08/05/2024 in Synaptic Webline Webline Protection Requesting Quotes
     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 this you guide. ...

132. Applying

     Created On: 08/05/2024 in Synaptic Webline Webline Protection Results & Apply
     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 summary screen confirms the...

133. Evidence of Research

     Created On: 08/05/2024 in Synaptic Webline Webline Protection Results & Apply
     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 has ...

134. Settings

     Created On: 08/05/2024 in Synaptic Webline Webline Protection Settings & Help
     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 to your A...

135. Logging out of Webline

     Created On: 08/05/2024 in Synaptic Webline Webline Protection Settings & Help
     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 0808 164 5463 Option 1. ...

136. Requesting Quotes - Income Protection

     Created On: 08/05/2024 in Synaptic Webline Webline Protection Requesting Quotes
     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 the cl...

137. Results

     Created On: 08/05/2024 in Synaptic Webline Webline Protection Results & Apply
     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.  Once the...

138. Results - Whole of Market Option

     Created On: 08/05/2024 in Synaptic Webline Webline Protection Results & Apply
     Within Webline it is possible to set up a panel of preferred providers or to have a whole of market option. Normally, the default is the whole of market option.  For those of you who have Webline provided by a network, a panel may have been set up....

139. Results - "Refreshing" a Quote Result Screen

     Created On: 08/05/2024 in Synaptic Webline Webline Protection Results & Apply
     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 you ...

140. Requesting Quotes - Standalone Products

     Created On: 08/05/2024 in Synaptic Webline Webline Protection Requesting Quotes
     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 type. ...

• ← Back
• Viewing 131 - 140 of 757
• More →