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 navigations panel, select the Clients tab.
Step 3: Review the Clients table
You will see a table listing all of your clients, including:
First and last name
Email address
Phone number
Campaign status (Opted In, Opted Out, DNC)
City, State, Zip Code
Gap Scores
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 client details (name, dob, SSN, etc.)
Contact Information (emails, phone numbers, address
Policy Information
Notes
Plans
Enrollments
Ancillary product recommendations
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 navigations 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 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.