GydeOS is the home base for managing your book of business across Gyde's AI-powered workflows. It centralizes broker, client, meeting, and outreach information so you can move seamlessly from servicing to outreach to follow-up, all in one place.

GydeOS supports key broker workflows including renewal scheduling and client outreach, coverage guidance and recommendations within the platform, and Ask Gia as an on-demand support tool for client, plan, and carrier questions. Owners and administrators can access downline brokers' client lists and activity to oversee performance, support their team, and manage accounts at scale.

Not every page below appears for every broker. Gyde switches features on agency by agency, so if a page isn't in your left navigation, it hasn't been turned on for your agency yet.

Ask Gia is your virtual Gyde Intelligent Assistant inside GydeOS. Use it to quickly find answers to client, plan, and carrier questions and to get help preparing for client conversations.

Select a client to receive answers grounded in that client's information and plan details. You can also view past conversations, open citations when available, and start a new chat at any time.

The Activity page is where you see what Gia has actually been doing for your clients. It gathers every call Gia finished and every text your clients sent back into one list, with the outcome of each — a meeting booked, a reply, a goal completed, a client Gia couldn't reach.

Four headline numbers sit at the top, along with an Escalations panel listing the clients Gia has handed to you and that no one has picked up yet. A second Performance tab scores Gia's work goal by goal. Principals and administrators can narrow the whole page to one broker.

For the full tour, see How the Activity Page Works in GydeOS.

The Broker page is your profile hub in GydeOS. It includes your core contact information and certifications, and helps ensure your details stay current for servicing and outreach workflows.

For principals and administrators, the Broker page provides a centralized view of downline broker profiles, making it easy to locate key broker details and manage oversight in one place.

The Clients page is your book of business in GydeOS. Use it to view, organize, and manage all client records in one place. Select an individual client to access their contact information and plan details.

Within a client's profile, the Activity tab shows every call and text Gia has had with that client, newest first, with call summaries, full transcripts and recordings — plus meetings booked, forms signed and any escalations. See The Activity Tab on a Client Record.

Principals and administrators can also view downline brokers' client lists and use filters to quickly see each broker's book for easier coaching, coverage, and renewal support.

The Renewals page is your command center for renewal season. It lists every renewing client in your book with where they stand — whether their plan is renewing, being replaced or terminating, whether they've had their needs assessment, and whether a renewal meeting is on the calendar.

Clickable tiles across the top let you jump straight to the clients who need attention, and selecting one or more clients gives you an Actions menu for turning Gia's outreach off for them.

For the full walkthrough, see How the Renewals Tab Works in GydeOS.

The Meetings page allows users to manage their schedule and see all meetings, past and upcoming. Set your availability and meeting length –– Gia will schedule around your preferences. Filter by workflow or client to seamlessly track different lines of business and individual client status. Principals and admins can access all downline brokers' meetings and get insights on client interactions across their team.

The Notifications pane keeps you up to date on important activity across GydeOS. Use it to quickly review updates related to clients, meetings, outreach, and follow-ups, so you can prioritize next steps without searching across pages.