BenaVest Partners with Gyde to Launch AI Insurance Renewals Platform for Brokers

BenaVest is expanding AI-powered support for its insurance agents and agencies through Gyde’s newly launched renewals AI solution, designed to help brokers manage client renewals, servicing, and growth during the upcoming 2027 Medicare and Individual and Family Plan enrollment seasons.

With more consumers expected to review coverage due to changes to premiums, benefits, and plan availability, renewal season can place significant pressure on an agent’s ability to renew their existing book of business. Gyde’s renewals AI combines automated client outreach, needs assessments, plan-disruption analysis, scheduling, and AI-assisted client servicing to help BenaVest agents renew, serve, and grow their book of business more efficiently.

The goal is to reduce time spent on repetitive renewal and admin work while giving agents more capacity for personalized client conversations, new enrollments, retention, and appropriate cross-selling opportunities.

“Renewal season is one of the busiest times of the year for insurance professionals, and agents need tools that help them manage their book without sacrificing client service or growth,” said Joe Gannon, CEO of BenaVest. “Through Gyde’s AI-powered technology, we’re helping our agents spend less time on repetitive administrative work and more time focusing on the conversations and relationships that matter most.”

AI-Powered Support Throughout the Renewal Process

Gyde’s renewals AI expands the capabilities of its AI platform, GydeOS, and Gia, its intelligent assistant, to support brokers throughout the renewal process.

Starting September 15, Gia will conduct needs-assessment outreach by texting clients on behalf of participating brokers. This outreach can help identify changes in a client’s circumstances, including demographic, health, and finances, before clients make renewal decisions.

Once 2027 plan information is officially available, Gyde’s AI platform can provide plan-disruption analysis that helps brokers review year-over-year changes affecting their clients. This may include changes in:

• Plan availability and terminations
• Service areas
• Premiums
• Deductibles and copays
• Prescription drug coverage
• Benefits and allowances

By combining this information with client needs assessment responses, brokers can more efficiently identify which clients may benefit from a coverage review and match them to the best plan.

More Time for Client Service and Growth

When enrollment periods begin, Gia can help communicate plan changes affecting clients and support the next step in the renewal process, including confirming a passive renewal or helping schedule a plan review with the broker.

This allows agents to begin the day with more organized client context and scheduled conversations, helping them focus their time on clients who may need additional guidance.

The time saved through automation can also create more capacity for new enrollments, retention efforts, and cross-selling conversations across products such as dental, vision, supplemental coverage, Medicare, and other available solutions.

After enrollment, Gia also follows up with newly enrolled clients, including confirming payments and addressing common servicing questions.

AI Support for Everyday Client Questions

Gia also acts as a broker copilot by helping agents answer questions related to plans, benefits, formularies, and provider networks.

The system ingests official carrier plan documents and provides citations for each response, so brokers feel confident in Gia’s answers. They can locate relevant details in plan documents in seconds during client conversations.

For BenaVest agents and agencies, these tools add another layer of technology to the organization’s existing carrier access, contracting support, training, and broker resources.

“Our focus is on giving our agents the tools they need to succeed in what will be one of the most disruptive renewal seasons we’ve ever seen,” Gannon added. “This year our agents will have a more efficient renewals workflow backed by world-class AI tools so they can spend more of their time providing the personalized guidance, judgment, and service that clients rely on.”

Supporting BenaVest Agents and Agencies

BenaVest agents and agencies continue to have access to nationwide carrier contracting opportunities, training resources through InsureUniversity, broker support, and technology designed to help them operate more efficiently.

The addition of Gyde’s renewals AI further supports agents by helping streamline renewal preparation, client communication, servicing, and growth opportunities during one of the most demanding periods of the insurance year.

Insurance agents and agency owners interested in learning more about BenaVest, Gyde’s AI-powered tools, carrier contracting opportunities, and agent support resources can visit www.benavest.com or begin the contracting process through www.insureuniversity.com.