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. Gia flags clients who have major changes to their plan in GydeOS and reaches out to clients letting them know about the changes early, so you have plenty of time to protect their coverage.

Clients who cannot receive texts or have invalid phone numbers are flagged in your Unreachable tab 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. In GydeOS, you can view the complete Activity Log for every client, including every text message sent, client response, completed needs assessment, and timestamped compliance form.

Yes. Gia connects directly with your existing calendar and respects your working hours, buffer times, and daily meeting limits. You maintain full control over when and how many appointments Gia can book, configurable in your GydeOS portal. Learn how to configure your calendar preferences.

Yes, you have full control. In your GydeOS dashboard, you can pause Gia's outreach for any individual client, mark someone as already contacted, or opt specific clients out at any time. 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, product selections, and records saved directly to the client profile in GydeOS.

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 simply log in to check your GydeOS dashboard and take pre-scheduled client calls. To activate your account, please follow these steps.