Our Solution

AI-powered productivity for a new generation of brokers

Schedule a demo
GydeOS campaign screenshot showing Gyde's AI assistant proactively engaging client Julie Wilson ahead of Medicare enrollment: confirming key dates, summarizing coverage needs, and booking a broker meeting to plan her coverage for the upcoming year.
GydeOS campaign screenshot showing Gyde's AI assistant proactively engaging client Julie Wilson ahead of Medicare enrollment: confirming key dates, summarizing coverage needs, and booking a broker meeting to plan her coverage for the upcoming year.
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.

Everyone struggles to support care decisions between enrollment and renewal.
We built Gyde’s AI platform to eliminate the tension between client service and scale, so you can—

  • Grow faster
  • Retain more clients
  • Deliver best in class service
  • Cross-sell with confidence
  • Work at the top of your license
Older man in glasses sitting and reviewing a document with a woman working on a laptop in the background.
How AI Helps

Automate 25% of your workflows to force multiply your impact.

Gyde’s platform takes repetitive and time consuming tasks off your plate to make you more productive, strategic, and profitable.

Our AI platform empowers brokers to deliver world-class service across a holistic suite of insurance, wealth, and health solutions all year long.

Schedule a demo
Gyde flywheel illustrating the cycle of workflows for insurance brokerages, with the Gyde icon at the center to fuel each node of the circular timeline.
The Gyde Platform

Work smarter, not harder with Gyde’s productivity tools.

Our agentic AI makes world class client service effortless, and our AI operating system enables brokers to speed through renewals, close more new business, and cross-sell with confidence. 



The result? Unprecedented growth fueled by client loyalty.

Meet Gia— Gyde’s Intelligent Assistant.

Gia reaches clients with personalized messages via preferred channels like SMS and voice. Clients can reply whenever and wherever works best for them—even after hours.

Gia follows up until goals are met, including—

  • Capturing auto-renewal
  • Scheduling a plan review
  • Collecting context on changing client needs
  • Rescheduling appointments
  • Identifying coverage gaps
  • And more
Chat conversation of Gia, Gyde's AI virtual assistant, reaching out to a client about scheduling a Medicare Annual Enrollment Period plan review with George Bell, their broker.
Meetings view in the GydeOS platform, listing upcoming and past meetings with names, dates, times, locations, and campaign details so brokers can prepare for meetings quickly.

Log in to GydeOS for everything you need to grow your business.

Set your availability and watch your calendar fill up with client meetings.

Review a summary of Gia’s client conversation, including context in changing demographic, financial and health needs—so you can meeting prep in minutes.

Next, review coverage gap scores to cross-sell confidently across a comprehensive suite of solutions that are a perfect match for your client’s needs.

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.

Older man with glasses smiling and writing at a table with papers and a colleague.