Introduction
Gia helps brokers bridge "The Onboarding Gap"—the critical period between enrollment and the plan start date. The Client Onboarding Campaign delivers a high-touch welcome experience designed to turn new enrollees into lifelong clients by ensuring they feel supported, confirmed, and ready to use their benefits from day one.
By automating the initial "Welcome Call," Gia handles repetitive administrative check-ins—verifying plan selection and confirming ID card delivery—so you can focus on high-value consultations
Why Onboarding Matters
The first 90 days are critical; proactive education helps prevent rapid disenrollment and improves client lifetime value. Gia helps you deliver "white-glove" service at scale by solving for:
Low Plan Awareness: Preventing confusion that leads to service requests, CTMs, and churn.
Rapid Disenrollment Risk: Engaging clients early to ensure they don't switch plans in the first 3 months.
The Usage Hurdle: Helping clients understand and utilize high-value perks like Part B givebacks, $0 copays, and supplemental benefits.
The Service Burden: Reducing inbound requests by being proactive rather than reactive.
How the Onboarding Flow Works
Gia acts as a seamless extension of your team, providing a consistent, high-quality orientation for every client.
The Outreach Process
Text Outreach: Gia introduces the welcome call via SMS and schedules a time that works for the client.
Automated Reminder: A reminder is sent 15 minutes before the call to ensure the client is prepared.
The Welcome Call: Gia calls the client to walk through their specific plan details and answer questions in real-time.
What Gia Handles During the Call
Identity Verification: Securely verifies the client’s identity.
Data Confirmation: Confirms and updates the client's address and email in your records.
Plan Confirmation: Validates that the client is on the intended plan and checks the status of their ID card.
Highlighting Benefits: Prioritizes features like Dental/Vision/Hearing and $0 copays to reinforce plan value.
Interactive Q&A: Answers basic benefit questions using official plan documents.
Broker Visibility & Expert Handoff
You remain in total control of the client relationship. Gia manages the administrative heavy lifting while ensuring you are looped in for complex needs.
Verified Intelligence: Every conversation is grounded in your specific client data and official Statement of Benefits (SOB).
Call Summaries & Transcripts: Review full audio recordings and AI-generated summaries directly in GydeOS.
Triage & Escalation: Gia flags complex requests or coverage gaps for your expert follow-up.