Protection - Getting Started

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....

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 Complete details and...

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 ...

This is a continuation of article:  Selecting Benefits See article:  Edit/View Benefit ...

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 icon:...

This article is a continuation of Edit/View Benefit . Create a joint life quote by clicking the Add Client+ button in the Clients tab of a protection quote: Select Existing Client or complete details to  Create a New Client The cli...

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...

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 selected). C...

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 Additional ...

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 this exa...

Edit this benefit by clicking on the pen icon: This will load the Quote Details screen. Note: The system will default to a 10 year term with a £100,000 death benefit. Complete details of the quote. In this example we will: Select 'No' to Cri...

Edit this benefit by clicking on the pen icon: This will load the Quote Details screen. Complete details of the quote. Save to refresh quote results: ...

To amend details of the Income Protection quote, click the pen icon: Select  Term  or Cease Age : Note: The system defaults to a ten year term with a £1,500 monthly benefit amount. Set Premium Frequency  & Premium Basis: If requir...

Edit this benefit by clicking on the pen icon: This will load the Quote Details screen. Complete details of the quote. Save to refresh quote results: ...

Create a  Comparison Report on the top right of the screen: ...

View More info & Documents for each provider: This area will show Variations, Documents  and Commission: ...

Click the Apply button next to the chosen quote: Read and accept documents before continuing to apply: Repeat for any Variations and Continue: This will take you through to the Provider website to complete the quote. ...