Who can see client data?
Each broker can only view their own book of business. Agency principals and admins can also access data for their downline brokers and clients.
Can brokers see other brokers' clients?
No, brokers are restricted to their own clients and cannot see another broker's book of business.
How is broker and agency data privacy maintained?
Data is never shared across agencies. All information is encrypted and securely stored within the Gyde platform.
Where are call and text recordings and/or transcripts stored?
On the client's own record in GydeOS. Open Clients in the left navigation, select the client, then open their Activity tab — every call and text conversation sits on that timeline.
How long are recordings and transcripts kept?
Records are retained in accordance with compliance requirements and remain accessible to brokers and admins.
Can recordings or transcripts be downloaded?
Not from the product — you can read and play them on the client's Activity tab, but there's no download button. If you need a copy of a specific recording or transcript, message Gyde Support from the chat in GydeOS or email [email protected] and we'll send it to you.
What can I export myself?
Your client list. Go to the Clients page and use the Generate Report button above the table to download it as a CSV or Excel file — see How to Export Your Client List. That's the only self-serve export; anything else is a request to Gyde Support.
Is client authentication or other information required?
Yes. Before discussing any account details, Gia verifies the client's identity — for example, by confirming their date of birth. This protects client information during conversations, which may cover renewals, scheduling, enrollment, and qualification.