Gyde's renewals AI helps you grow during the most stressful time of year and helps you deliver excellent client service. Let's take a look at how.
Needs Assessment (Starting September 15th)
Gia, your AI assistant, texts every client ahead of AEP and OE to review their needs. Clients complete a quick 3-minute mobile needs assessment, and every update is recorded in GydeOS. This includes the latest information on their doctors, medications, upcoming medical procedures, address, and household or income.
Having the latest client information helps you prepare for plan reviews and offer the best plans for each client's individual needs.
If a client doesn't respond, Gia sends timely reminders encouraging them to complete the form to make the most out of renewals season.
Cross-Sell Appointments (Available Through October 1st)
After a client submits their updated needs assessment, Gia will assess if they could benefit from supplemental coverage and suggest booking a meeting on your calendar to review their options. Clients can book directly on your calendar for a supplemental coverage review through October 1st.
Note: Gia will not offer a product you are not appointed to sell. If you are not contracted for ancillary lines (Dental, Vision, Hearing, Hospital Indemnity, etc.), request contracts and training through your agency.
Automatic Renewal Outreach & Scheduling (Mid-October / November)
Beginning October 15th for MA and November 1st for ACA, Gia reaches out to every client to remind them of their upcoming renewal and flags what's changing on their specific plan for next year. This includes copays, deductibles, drug tier moves, and allowances.
Gia automatically schedules plan review meetings directly on your calendar with interested clients.
Compliance form collection: Gia has clients sign compliance forms before any meeting — an SOA for Medicare clients, and a consent form for ACA clients.
Auto renew passively, Gia notifies you: If a client's plan and health needs haven't changed, Gia confirms they're happy with their coverage and still offers them the option to talk with their broker if they'd like. You're notified either way — you don't need to manually track who renewed passively
Note: Your calendar must be connected in GydeOS for automatic scheduling to work. Gia can only schedule meetings on your behalf if she can see when you're available and when you're busy.
What Notifications Look Like
Anytime Gia books a meeting on your calendar, you'll be notified through three channels:
Email
SMS
Inside the GydeOS portal
You can set your notification preferences by following these steps.
Effectuation & Retention Chase
Gia makes sure clients don't miss their first payment or get poached after enrolling.
For ACA clients, Gia follows up to make sure they fulfill their first binder payment on time.
For Medicare clients, Gia offers a welcome call to answer common questions and highlight high-value plan benefits. Clients feel supported and get their questions answered promptly before it ever reaches your desk.
Renewals View in GydeOS
The GydeOS homepage surfaces clients whose plans have had major changes, or whose needs have changed significantly in the last year, in one dashboard — so you can see major plan changes and outreach status across your entire book at a glance and prepare before plan review meetings.
Key Outreach Dates
ACA
September 15: Needs assessment outreach begins (non-marketing).
Through October 1: Cross-sell appointments can be booked directly on your calendar.
November 1: Automatic renewal outreach and marketing begins, in accordance with CMS marketing rules.
MA
September 15: Needs assessment outreach begins (non-marketing).
Through October 1: Cross-sell appointments can be booked directly on your calendar.
October 15: Automatic renewal outreach and marketing begins, in accordance with CMS marketing rules.