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...

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....

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...

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 ...

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...

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...

‘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. ...

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...

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...

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...

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...

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 ...