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, will be displayed in a drop-down list under the name field.  Note that as well as client name, their date of...

There are a number of buttons on the various quote screens which work in the same way on the different product types. If you are producing a quote for each client and also a joint quote, use the Quote for buttons at the top of the page to select ...

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. ...

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...

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...

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. ...

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...

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 ...

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...

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...

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...

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; ...

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...

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...

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. ...

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. ...

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 ...