DFG VAULT

Your central hub for Medicare agent resources, tools, and training

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.

CRMs

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.

Sales Submission

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.

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