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Coverage Recommendations Overview

Updated over a week ago

Introduction

Coverage recommendations in GydeOS help identify gaps in a client’s current medical coverage and highlight ancillary products that may help bridge those gaps.

It's easier than ever to present relevant coverage options for maximum peace of mind. No more digging through plan details. You can provide holistic service for your clients, build their trust, and grow your business.


What Coverage Recommendations Can Do For You

Gyde's AI-tools in GydeOS:

  • Review clients' current health plan information

  • Identify potential coverage gaps

  • Calculate an overall coverage gap score per client

  • Calculate product-specific gap scores for

    • Dental

    • Vision

    • Hospital Indemnity

    • Critical Illness

  • Surface insights to brokers with clear explanations

These recommendations help brokers prioritize outreach and focus on clients where ancillary coverage may provide meaningful protection.

Recommendations are product-level, not carrier or plan-specific.


Why Coverage Recommendations Matter

Many coverage gaps are difficult to spot without time-consuming plan review.

Coverage recommendations help brokers:

  • Reduce manual effort during busy enrollment periods

  • Identify high-impact opportunities within their existing book of business

  • Give confident guidance for ancillary products

  • Provide the most complete protection for clients

This tool is designed to support better outcomes for both brokers and clients.


How To Use Coverage Recommendations

Use smart product recommendations to help lead informed discussions with clients.

  • View gap scores across clients in one list

  • See which ancillary products are recommended, with explanations tied to plan details

  • Use the insights to guide meaningful, client-first conversations and build trust

Coverage Recommendations are intended to support broker review and decision-making. Brokers should continue to use professional judgment and verify plan details when advising clients. Deliver more complete coverage while maintaining trust and transparency with clients.

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