Get up to speed on Gyde's renewals AI at your own pace. Watch a past training, then finish a few quick setup steps so Gia can start reaching out to clients and booking renewal meetings on your calendar.
Watch a Training Recording
Renewals AI Training - October 1, 2026
See renewals AI in action. The Gyde team walks through Gia's automatic renewals outreach that flags plan changes to clients and schedules meetings directly on their broker's calendars. Plus, listen to how Gia sounds on the phone!
GydeOS 101 Training - September 2026
A walkthrough of GydeOS that covers broker copilot, Gia's automatic needs assessment, cross-sell appointments, and a preview of the renewals homepage in GydeOS. Plus, steps to set up your account.
Closing the Dental Gap - October 9, 2026
A training on cross-selling dental with NCD and Gyde. Dental was the #1 most requested product from clients—here's how to meet their demand.
Next Steps: Activate Your Account and Connect Your Calendar
Gia can only schedule plan review meetings for you once she can see when you're free and when you're busy. Before renewal outreach begins, complete these 3 steps:
Activate your GydeOS account.
Connect your calendar so Gia can book meetings directly on it.
Let your clients know you're working with Gia by sending them a text or email, templates drafted for you here.
Note: Automatic renewal outreach begins October 15 for MA and November 2 for ACA. Connect your calendar before then so interested clients can book with you right away.
Keep Learning
Questions about getting set up? Message us from the chat at the bottom left of GydeOS, or email [email protected].