CRM SALES & LEADS

• 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.

⭐ = Important or most-used resources by agents

CRMs

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Medicare HEAP CRM

The HighLevel CRM used by agents on the Medicare Heap Program.

DFG CRM

The HighLevel CRM that is used for non Medicare agents.

Leads

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Turning 65 Locator Tool

Use this tool to find turning 65 leads in your area. Great for Medicare Supplements.

Sales Submission

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Sales Submit Form (Jotform)

Every deal you write at DFG must be submitted through this link. It helps us keep track of your sales.

Submit Sale via Leaderboard

You can also submit a sale directly through the leaderboard.
Need Help? Submit Support Ticket