No. Gia never recommends specific plans or gives medical advice. Gia's role is strictly in support of the broker: collecting updated client needs, highlighting factual changes on their current plan, and scheduling appointments. When a client needs plan advice or wants to explore new options, Gia routes them directly to you.

No. Gia acts as your personal virtual assistant and identifies herself as YOUR assistant. Gia handles the repetitive administrative legwork—messaging clients, chasing unengaged members, collecting health updates, and scheduling appointments—so you can focus on high-touch advising and closing.

Gia's check-in in September only collects life updates, doctor changes, and prescriptions so you have the latest data before enrollment period begins. Gia will not suggest that clients book plan reviews or explore coverage options until the enrollment period begins.

Gia analyzes carrier crosswalks and benefit files early to detect terminated plans, dropped county service areas, or major rate/copay hikes. Clients with a major change to their plan are flagged on the Renewals page in GydeOS, and Gia reaches out to them early, so you have plenty of time to protect their coverage.

Clients who cannot receive texts or have invalid phone numbers are flagged on the Unreachable tab of the Renewals page in GydeOS. You get a clear list of clients who need a direct phone call from you or your team so nobody gets left behind.

Yes. Open Clients in the left navigation, select the client, then open their Activity tab. Every call, every text message sent, every client response, completed needs assessments and timestamped compliance forms sit on that one timeline. See The Activity Tab on a Client Record.

Yes. Gia connects directly with your existing calendar and respects your working hours, buffer times, and how much notice you need. Go to Meetings in the left navigation and open the My Settings tab — that's where you set your availability, and where you set the length, spacing, buffers and minimum notice for each type of meeting. See How to Adjust Your Meeting Settings Configurations.

Yes. Open Clients, select the client, go to their Renewals tab and find Gia outreach for this client. You can switch off the needs assessment track, the renewal track, or both. You can also do several clients at once from the Renewals page using Actions.

One thing to know: switching a track off only goes one way. To turn it back on, message Gyde Support. See How to Opt Out a Client.

No. Gia only surfaces cross-sell recommendations for lines of coverage you are appointed and contracted to sell. You can request contracts and training through your upline.

Gia clearly introduces herself as your assistant, but we strongly encourage brokers to send awareness emails and texts so their clients know to expect Gia's check-in. Use these awareness templates to get started.

Gia captures compliant Medicare Scope of Appointment (SOA) agreements and ACA consent forms digitally, with full audit timestamps and product selections. They're saved to the client's record in GydeOS — open the client and look on their Activity tab, where you can also open the exact wording the client agreed to.

Yes. Gia runs dedicated workflows for each market. For Medicare, Gia focuses on benefit changes, drug coverage, and supplemental allowances. For ACA, Gia checks household size, income changes for subsidies, carrier plan mapping, and binder payment follow-ups.

Activate your GydeOS account and connect your calendar. Gia runs the outreach automatically — you log in to check the Renewals page and take the client calls she books for you. To activate your account, please follow these steps.