Introduction
Gia connects with clients via SMS and voice, reminding them about upcoming renewals, scheduling meetings, and gathering essential information so brokers are prepared for every conversation.
Renewal Campaigns
Renewal outreach effort runs as a campaign—a window of time set by a specific line of business.
Campaigns help brokers:
Remind clients of upcoming renewals
Schedule plan review appointments
Update important client information
Gia manages outreach, reminders, and scheduling needs throughout the campaign, ensuring all clients receive attention before the enrollment window closes.
How Conversations Work
During renewals, Gia’s conversations follow a consistent structure:
Gia introduces itself
Gia identifies as the broker's virtual assistant
Gia includes opt-out options when applicable
Gia reminds the clients of their enrollment period
Gia prompts next steps, like scheduling a plan review
Gyde will also manage renewal reminders, confirm any appointments booked, and follow up with clients as needed.
If a client doesn’t respond, Gia will follow up strategically, adjusting timing and tone to maximize engagement. If a client books an appointment, it sends confirmations and reminders to reduce no-shows. Every part of the flow is designed to ensure each client gets serviced before the renewal window closes.
Client interactions follow clear logic and consistent workflows rather than broker-specific scripts. This ensures every message is accurate, professional, and aligned with approved language. While message content isn’t customized per broker, all campaigns are co-branded with your broker name so clients recognize the communication as coming directly from your team.
Visibility for Brokers
Every conversation, call, and reminder is recorded and available inside the broker portal. Brokers can review transcripts, call recordings, and conversation summaries at any time.
Brokers can’t join Gyde’s conversations, but they’re immediately notified if a client requests to speak with them directly.
A Reliable, Human-Centered Experience
Gia is consistent, dependable, and built to feel personal. It balances automation with empathy, ensuring clients know who they’re speaking with and how to reach their broker directly.
Behind the scenes, standardized workflows keep conversations accurate and compliant, while adaptive outreach ensures no client slips through the cracks. Gyde’s goal is to extend your service reach helping you deliver timely, thoughtful renewal support without adding more work to your day.