Introduction
Whether you’re a broker reviewing your own clients or an admin managing your downline, the Clients page in GydeOS makes it easy to view key details, contact information, and campaign status. Here’s how to navigate the page 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 Clients page
From the left-hand side navigation panel, select the Clients tab.
Step 3: Review the Clients table
You will see a table listing all of your clients, including:
Name (first and last)
Contacts (email address and phone number)
Location (City, State)
Cross-sell (cross-sell opportunities for the client)
The Campaign status for each client displays as Do Not Contact, Opted In, or Opted Out.
Step 4: Click a client’s name to open their Client Contact page
This opens the individual client record, where you will see three tabs: Client Details, Plans, and Campaigns.
Client Details — General (name, DOB, SSN, etc.), Notes, Emails, Phones, and Addresses
Plans — Enrollments, policy / plan information, and cross-sell opportunities
Campaigns — Historical log of campaigns this client has participated in
From this clients page, you can also use the quick-link under the client name in the header to view Client 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 Clients page
From the left-hand side navigation panel, select the Clients tab.
Step 3: Review clients across your downline brokers
You will see a list of clients across all your downline brokers. Use the filter in the top pane to filter for a specific broker’s clients.
Step 4: Click a client’s name to open their Client Contact page
This opens the individual client record, where you will see the same three tabs as described above.
From this clients page, you can also use the quick-link under the client name in the header to view Client Meetings.
You’ve successfully learned how to access client information in GydeOS. Whether reviewing your own clients or those of your downline brokers, this page provides a clear overview and easy access to contact and campaign details.