Introduction:
Whether you’re a broker checking your own details or an admin reviewing your downline, the Broker page in GydeOS makes it easy to see key contact info, certifications, and links to clients and meetings. Here’s how to find what you need based on your role.
For Broker Agents
Step 1: Log in to GydeOS
Enter your log-in credentials to access your account and open the GydeOS platform.
Step 2: Navigate to the Broker page
From the left-hand side navigations panel, select the Broker tab.
Step 3: Review your Broker Information
Your broker contact page will appear, showing general information, including:
General Information
Name
Date of Birth
Certifications (e.g., FFM, AHIP)
NPN number
Contact Information:
Email address
Primary and secondary phone numbers
Address information
From your Broker page, you can use the quick-links underneath the name in the header to view your Broker Client List and Broker Meetings
To request changes to any displayed information, contact [email protected] or use the Intercom support icon in the bottom right of GydeOS.
For Admins / Principals
Step 1: Log in to GydeOS
Enter your log-in credentials to access your account and open the GydeOS platform.
Step 2: Navigate to the Brokers page
From the left-hand side navigations panel, select the Brokers tab. Here, you will see a list of all your downline brokers.
Step 4: Select a Broker
Click the name of the broker whose information you want to view.
Step 5: Review the broker’s contact page.
This opens the broker’s contact page, showing the same general and contact information as listed above for broker agents.
From the Broker page, you can use the quick-links underneath the name in the header to view their Broker Client List and Broker Meetings.
You’ve successfully learned how to access broker information in GydeOS. Whether reviewing your own details or those of your downline brokers, this page provides a clear overview and easy access to client lists and meetings.