Introduction
GydeOS reviews each client's current major-medical coverage and flags ancillary products where there appears to be a gap. Instead of scoring clients, GydeOS surfaces clear, plain-language cross-sell opportunities so you can quickly see where a conversation may be worthwhile. This article explains how those opportunities work and how to use them.
You'll find them in the Cross-sell column on the Clients page, and in detail on each client's Plans tab. See How to View Cross-Sell Opportunities in GydeOS.
How opportunities are generated
When GydeOS finds a gap in a client's current coverage, the product is shown as an Opportunity, along with the specific plan facts that triggered it (for example, a high inpatient copay, or no dental coverage). Products with no gap are grouped under Already well covered.
Opportunities cover six ancillary products:
Cancer
Hospital Indemnity
Critical Illness
Dental
Vision
Hearing
There is no overall client score and no per-product score or band. A product is either surfaced as an Opportunity or grouped under Already well covered.
What an Opportunity means
An Opportunity is a prompt to review — a signal worth a conversation, not a statement that the client needs the product. It tells you that, based on the client's current plan details, there may be a gap worth discussing.
You decide what's right for each client. Use the plan facts shown alongside each Opportunity to understand what's driving it before deciding whether to reach out.
How to use cross-sell opportunities
A simple approach:
On the Clients page, set the Cross-sell filter to Has opportunities to narrow the list to clients worth a look
Open a client and review the Opportunities on their Plans tab, and the plan facts behind each one
Use that reasoning to guide a client-first conversation, applying your own professional judgment and verifying plan details as needed