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Apply Basket - Send to my System
‘Send to my system’ can be found within the Apply Basket. If you would like further information on how to set this up, contact our Application Support Team on 0808 164 5463 option 1. ...
Apply Basket - Send to my Email
You can send details of products in your Apply basket to your email address. This allows you to quickly link through to the Synaptic Webline Apply basket, or apply for each product directly from the email without logging in. Click 'Send to my Email...
News Section
In the News section you are able to view notifications, such as provider downtime and product releases. It is found within the top right of the screen. The red dot indicates there are news items available: *All information is based on tes...
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 Products...
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 you to the Synaptic login pa...
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
There are a number of buttons on the various quote screens which work in the same way on the different product types: Critical Illness cover is set to “No” by default - click “Yes” if Critical Illness cover is to be included as shown below. Cl...
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 type. ...
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 are not al...
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 this you guide. ...
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 the cl...
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 Assurance, Whole ...
Requesting Quotes - Accident, Sickness & Unemployment
Accident, Sickness and Unemployment instant cover To apply for Accident, Sickness and Unemployment cover, Best Insurance requires you to pre-register. Pre-register here. Alternatively, you can register when applying for a quote on Synapti...
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. Once the...
Results - Whole of Market Option
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....
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 documents...
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 you ...
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: For exa...
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. Select th...
Multi Benefit Products - Product Details & Quick Commission
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 by s...
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 select the...
Multi Benefit Products - Income Protection
When obtaining an Income Protection quotation, the following screen will appear: You can make your selection from these options, please note when selecting the Deferment period, only one period can be selected per quotation. ...
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. You can select either Waiver of Premium By Product or Waiver of Premium By Benefit ...
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 can also select ‘See...
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...
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 summary screen confirms the...
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 has ...
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 box opens, in wh...
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 in this exa...
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 to your Acc...
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 0808 164 5463 Option 1. ...
Leave Feedback
Click the relevant icon: Hover over the area you would like to screenshot: Once selected, if you would like to change your selection click ‘Change’. Re-select the area you would like to screenshot and hit ‘Send’: Enter your ...