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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...
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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...
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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...
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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...
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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...
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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. ...
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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...
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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 ...
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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...
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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. ...