DFG VAULT
Your central hub for Medicare agent resources, tools, and training
New Agents
Everything you need to get fully set up and ready to sell. This section covers onboarding essentials like joining Discord, finding the right internal contacts, completing licensing and AHIP, setting up your email, and learning exactly where and how to submit your sales. Use this first if you are new, onboarding, or adding new states.
Quote & Enroll
All quoting and enrollment tools, organized by product type so you always choose the correct system. This includes Medicare quoting tools like Sunfire, Blaze, HealthSherpa, and Med Supp platforms, as well as Under-65 Health Insurance and Life Insurance quoting. Tools are color-coded to prevent confusion and ensure accurate enrollments.
CRM & Sales Submissions
Work your leads and submit every deal the right way. This section gives you access to the correct CRM based on your line of business, allows you to track leads and follow-ups, and provides the official DFG submission links required for all sales. All deals must be submitted here or through the leaderboard.
Scripts & Cheat Sheets
What to say on the call and how to run it correctly. This area includes Medicare, Med Supp, and Hospital Indemnity scripts, sales flow guidance, disclosures, SEP tools, and qualification resources. Use this during live calls or when preparing to dial.
Training & Certifications
Training videos and certification steps to keep you compliant and selling. This section includes DFG University, recorded trainings, AHIP completion help, carrier certification links, and platform training for tools like Sunfire and GTL. Use this when onboarding or renewing certifications.
Compliance
Medicare compliance rules and escalation guidance. This section explains SOA and recording requirements, what you can and cannot say on calls, and where to escalate compliance issues. All compliance complaints must be handled here - do not self-manage.
Carrier Directory
Carrier portals and broker support contacts in one place. This section provides login links, broker support phone numbers and emails, and contracting or escalation contacts to help you quickly resolve carrier-related issues.
Commissions & Tickets
Commission help, payouts, and internal support requests. Use this section to submit commission or payout issues, review payout schedules and commission grids, and open internal support tickets if something is missing, delayed, or incorrect.