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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...
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For existing Synaptic users new to CIExpert, a discount is available when signing up to the CIExpert service. Go to CIExpert/Synaptic offer page to see the discounted rates available and Select the plan that best suits your business. Click ...
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There are 7 tabs at the top of the screen that you can choose from: Clients - where you can add or retrieve client details. Modeller - an investment planning and risk profiling tool. Comparator - a quantitative and qualitative on and off pl...
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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 ...
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Your browser does not support HTML5 video. To apply for Accident, Sickness and Unemployment cover, Best Insurance requires you to pre-register. See article Can I get instant cover for Accident, Sickness and Unemployment? for more informat...
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Your browser does not support HTML5 video. Redesigned and updated Comparison reports in Synaptic Webline. ...
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There are two types of annuity quotes available on Webline: ‘Detailed quote’ will create a more precise quote for the client, as it takes into consideration any medical history and the type of contract the pension fund is coming from and therefor...
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Quick Quote Annuities on Webline 27 September 2019 When the FCA published its Retirement Outcomes Review – PS19/1 Quotes Annuities Requirements, it set out f...