Introduction:
Coverage recommendations are available directly in GydeOS and are designed to help you quickly spot clients who may benefit from additional coverage.
Follow the steps below to view these recommendations and provide feedback.
How to View Coverage Recommendations
Step 1: Log in to GydeOS
Enter your log-in credentials to access your account and open the GydeOS platform.
Step 2: Navigate to the Clients page
From the left-hand side navigation panel, select the Clients tab.
Step 3: View Gap scores across all clients
Scroll to the right of the Clients table to view the gap score columns. You will see:
Overall Gap Score
Dental Gap Score
Vision Gap Score
Hospital Indemnity Gap Score
Critical Illness Gap Score
These scores help you quickly identify which clients may have meaningful gaps in their current coverage and which products are most relevant to their needs.
You can filter by Overall Gap Score, sort any gap score column, and scan this table to prioritize which clients to review first.
Step 4: Click a client’s name to open their Client Contact page
This opens the individual client record where you will see three tabs: Client Details, Plans, and Campaigns.
Step 5: Open the Plans tab and scroll to Recommendations.
Within the client record, select the Plans tab. Scroll to the bottom of the page to find the Recommendations section
In the Recommendations section, you will see:
Each ancillary product listed
A gap score for each product
An explanation (in plain English) describing why the product may be relevant for the client
These recommendations surface actionable insights and give you the reasons behind each recommendation--so you can initiate client conversations with confidence.
Using Coverage Recommendations
Coverage recommendations are designed to support your decision-making, not replace it. The insights you see in GydeOS help you quickly understand where coverage gaps may exist so you can decide if and when to start a conversation with your client.
How to Provide Feedback on Coverage Recommendations
Step 6: Select Yes or No for each product recommendation.
In the Recommendations section, you will see the four ancillary products currently supported:
Hospital Indemnity
Critical Illness
Dental
Vision
You’ll see the Yes/No options and feedback box directly under each recommended product. For each product, select Yes or No to answer:
“In your opinion, is this product a good fit for the client?”
Note : You will also see a link to the client’s policy Summary of Benefits if you want to review plan details while providing feedback.
Step 7: Add qualitative feedback explaining your selection.
After selecting Yes or No, write a short note explaining why you chose that option. This context helps us understand what is driving your decision.
Step 8: Click Submit Feedback.
Once you have entered your feedback, click Submit Feedback to send your response.
How Your Broker Feedback Helps
Validate fit: your feedback confirms whether our recommendations make sense for your clients
Improve accuracy: input strengthens the model to provide more relevant recommendations in the future
Capture nuance: your comments teach us what the data can’t (timing, context, client situation, etc.)
Arcade Video Demo
This Arcade video is a quick reference guide you can revisit anytime to be sure you know how to provide feedback!