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, with a tab for each part of their file:
Client Details — everything on file about the person: identity and policy, general details (date of birth, SSN, income, preferred contact and language), Medicare, subsidies, qualification, Scope of Appointment, notes, emails, phone numbers and addresses
Plans — enrollments, policy / plan information, and cross-sell opportunities
Campaigns — historical log of campaigns this client has participated in
Chats — the text conversations with this client
Activity — Gia's full history with this client on one timeline. See The Activity Tab on a Client Record.
Renewals — where this client stands in the current renewal season
Not every tab is switched on for every agency, so you may see fewer than six.
From the client header you can also jump straight to Ask Gia with this client already in context, or open Client Meetings.
To request changes to any displayed information, contact [email protected] or use the support chat icon in 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, with the same tabs described above.
From the client header you can also jump straight to Ask Gia with this client already in context, or open 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.