DFG VAULT

• Get fully set up to sell with onboarding steps, licensing, and email setup.

• Join Discord, find contacts, and complete AHIP and compliance tasks.

• Learn where and how to submit sales—perfect for new or expanding agents.

• Access quoting tools for Medicare, U65 Health, Life, and Med Supp plans.

• Use platforms like Sunfire, Blaze, HealthSherpa—sorted by product type.

• Color-coded systems ensure clarity and accuracy in all enrollments.

• Submit deals properly using the correct CRM based on your business line.

• Track leads, manage follow-ups, and handle submissions from one spot.

• All sales must be submitted here or through the leaderboard system.

• Say the right thing with call scripts, disclosures, and qualification tools.

• Get SEP guidance and script support for Medicare, Med Supp, and more.

• Use live or before dialing to stay compliant and effective on every call.

• Watch DFG University videos and recorded trainings to stay compliant.

• Find AHIP, GTL, Sunfire platform training, and certification help here.

• Perfect for onboarding, renewals, or skill updates across all carriers.

• Learn what to say and record during Medicare calls to stay compliant.

• Review SOA rules, escalation steps, and what not to handle yourself.

• All issues must be reported here—no self-management of complaints.

• Access broker portal logins, support contacts, and escalation help.

• Get quick access to emails, phone numbers, and carrier login tools.

• Use this hub for contracting, support issues, or fast carrier fixes.

• Submit commission issues and request payout adjustments fast.

• Review payout calendars, commission grids, and delay resolution.

• Open support tickets if anything is missing, delayed, or incorrect.