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List Views can be configured within Synaptic Pathways. In this article, we will take you through cloning an existing view & creating multiple views to show the information you require. All list views default to recently viewed records. Creating ...
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List Views can be configured within Synaptic Pathways. In this article, we will take you through cloning an existing view & creating multiple views to show the information you require. All list views default to recently viewed records. Creating ...
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We would not expect the RIY values for the consolidated ceding schemes amount (grouped together) and it’s corresponding target scheme RIY to be the same as when looking at each of the individual ceding schemes in isolation to their individual corres...
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Created On: 08/05/2024
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...
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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 by t...
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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 click N...
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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 ...
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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 Complete details...
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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 website to comp...