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Prepare Your Clients for Renewals and Gia's Outreach

Let your clients know you're working with Gia this year to make this their best renewal season yet.

Below are sample messaging and flyers to help you introduce Gia to your clients. Clients who know to expect Gia will be much more engaged.


Introducing Gia to Your Clients

It's as easy as copying, pasting, and pressing send. Feel free to tailor these templates to suit your needs.


Email Template

Subject: It's almost time to renew your coverage. Meet Gia, my assistant

Dear Valued Client,

It’s almost time to renew your health coverage for 2027!

To save you time, I’ve teamed up with my virtual assistant, Gia, for the upcoming enrollment period. Beginning {Oct 15 for MA/Nov 2 for ACA}, Gia will send you a convenient summary of your plan’s changes for next year.

If you let her know you want to keep your coverage the same, I’ll help you finalize it. If you want to make any changes or explore new options, she can also coordinate a time for us to connect.

Please take a second to save her contact info:

Thank you for trusting me with your coverage—I’m excited to support you for another year!

Best regards,

{Your Name}

{Phone Number}


SMS Template

Hi there, it’s {Your Name}, your health insurance broker. Renewal season starts soon, which is our chance to ensure you have the coverage you need. My virtual assistant Gia will reach out to you soon—please save her number for the best possible service: (855) 626 8495. Save her contact info in one tap at this link: https://www.gydehealth.ai/giacontactcard
​
Let me know if you have any questions.


Flyer

Share this flyer with your clients by printing it out or sharing it with them via email or text. Download the attachment at the bottom of this page.

Gia's Contact Card

Download Gia's contact card below or share this link (https://www.gydehealth.ai/giacontactcard) in your emails or text messages. Clients can click on the file or the link to save Gia's information to their phone in one click.

Gia's contact card and flyer:

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