Introduction
Cross-sell opportunities 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.
Where to Find Them
In two places:
Across your book — the Cross-sell column on the Clients page shows each client's opportunity count and the products behind it. The Cross-sell filter above the table narrows the list to clients who have opportunities.
For one client — open the client from that list. A banner at the top of their record names the count, with a View in Plans link; the detail sits on their Plans tab.
For the step-by-step, see How to View Cross-Sell Opportunities in GydeOS.
Cross-sell is switched on agency by agency. If you don't see the Cross-sell column on your Clients page, it hasn't been enabled for your agency yet.
What Cross-Sell Opportunities Can Do For You
Gyde's AI tools in GydeOS:
Review clients' current major-medical health plan information
Identify potential coverage gaps
Surface each ancillary product as an Opportunity when a gap is detected, and group the rest under Already well covered, across Cancer, Hospital Indemnity, Critical Illness, Dental, Vision, and Hearing
Surface insights to brokers with clear explanations
These insights help brokers prioritize outreach and focus on clients where ancillary coverage may provide meaningful protection.
Opportunities are product-level, not carrier or plan-specific.
Why Cross-Sell Opportunities Matter
Many coverage gaps are difficult to spot without time-consuming plan review.
Cross-sell opportunities 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 Cross-Sell Opportunities
Use opportunity insights to help lead informed discussions with clients.
On the Clients page, see across your clients how many opportunities each one has
On a client's Plans tab, see which ancillary products surface as Opportunities, with explanations tied to their plan details, and which are grouped under Already well covered
Use the insights to guide meaningful, client-first conversations and build trust
Cross-sell opportunities are intended to support broker review and decision-making. An Opportunity is a prompt to review, not a statement that the client needs the product. 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.