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Gia for Renewals: Overview

An overview of Gyde's Intelligent Assistant for renewal season.

Updated over 2 months ago

Introduction

Gia, Gyde's Intelligent Assistant, manages enrollment reminders, records updates to clients’ health, and schedules plan reviews. Unlock more time to focus on client support and growing your business.


Designed for Service and Scale

Gia allows brokers to scale service and client support during renewal season.

Gia will:

  • Automate repeatable tasks like appointment scheduling, reminders, and renewal assessments.

  • Adapt follow-up timing and tone dynamically based on client engagement.

  • Operate under a standardized, human-in-the-loop approach.


Direct Client Communication

Gia messages clients through SMS texts. Each agency has a dedicated phone number so that clients have a consistent point of contact for all communications with Gyde. Clients will be reminded of renewals and prompted to schedule a plan review meeting if needed.


Smart Follow-Ups and Meeting Management

Gia handles strategic follow-ups for clients who haven’t responded, adjusting cadence and tone to maximize engagement. Once a meeting is booked, confirmation and appointment reminders are sent to the client.

Gia helps brokers serve clients efficiently and professionally, and clients receive timely renewal reminders and easy scheduling for personalized coverage plans.

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