The Problem
Great client service is hard to scale.
Most successful brokers reach a point where serving and renewing their client base occupies the majority of their time.
Even the best agencies struggle to service their renewals while still growing the business.
We built Gyde’s agentic AI to eliminate the tension between client service and scale, allowing brokers to—
- Grow faster
- Retain more clients
- Spend more quality time doing what they do best
How AI Helps
By automating your workload, we can force multiply your impact.
Hi, this is Gyde. I’m George Bell’s Renewal Assistant. Is this Julie Wilson?
Yes, this is Julie.
Hi Julie, so nice to meet you. I’m reaching out to remind you that we’re currently in Medicare Annual Enrollment Period, which runs from October 15 through December 7. This is the time each year when you can review your coverage and make any changes if needed.
George is offering plan reviews during AEP to make sure you’re still in the best plan for your needs. Would you like me to help schedule a time for you to meet with him?
Yes, that would be great. I’d like to go over my options.
Absolutely. Do you prefer mornings or afternoons?
Mornings are best for me.
Okay, George has an opening at 9:30am on Friday, October 3rd. Could that work for you?
Yes, that’s perfect. Please reserve that time.
Excellent. You are confirmed with George for Friday, October 3rd at 9:30am EST.
I just realized I have a conflict. Is there another available time?
Of course. I remember you said mornings work best. George has a 11:30am EST opening that day. Does that work?
Yes, that works. Can you book it?
No problem! I’ve updated your appointment with George to Friday, October 3rd at 11:30am EST.
Gyde’s AI assistants take repetitive and time consuming tasks off your plate to make you more productive, strategic, and meaningfully connected to your clients.
Your Gyde AI assistant will contact clients by SMS, phone, and email to expedite—
- Renewals
- Client Service
- Cross-selling
- Onboarding
- Quoting and enrollments
- Sourcing
Agency Tools
Work smarter, not harder with Gyde’s productivity tools.
When Gyde's AI assistant talks to clients, it schedules meetings and summarizes valuable context about your client’s changing needs. All you have to do is log on, catch up in 30 seconds, and start your next client call.
Outreach is always on.
Gyde's AI assistant reaches out to clients through timely SMS, voice, and email campaigns.
Clients can reply whenever and wherever works best for them—even after hours.
Sit back and watch your calendar fill up.
Our AI assistant handles all the back and forth of scheduling (and rescheduling) meetings so you can just show up and focus on your clients.
Meeting prep in seconds.
Gyde's AI assistant doesn’t just book meetings—it listens for important context about your client’s changing needs.
Review a summary of the assistant’s client conversations to get up to speed in just 30 seconds before your next meeting.
Deep dive into transcripts.
Need to confirm something that was shared with a client? Transcripts are available of all our AI assistant's conversations on your client’s profiles.
Security & Compliance
Transparency and compliance you can trust.
Compliant with all relevant regulations
We've built Gyde with a relentless focus on compliance, ensuring all interactions follow CMS guidelines and federal and state insurance regulations.
Transparency with Every Interaction
Access campaign performance, recordings and transcripts of all client interactions so you can feel confident about what Gyde is communicating.
Privacy & Security
Gyde adheres to relevant privacy and communications laws like HIPAA and TCPA. We use strong encryption, access controls, and audit logging across all systems with BAAs on file for all critical vendors to safeguard every interaction.
Seamless Escalations
For complex queries best served by human experts, the AI seamlessly triages clients back to their broker.
Ready to See Gyde in Action?
Contact us today to learn how our platform and broker tools could work for your agency.
Schedule a Meeting