Free Tools For Insurance Agents

We post free tools and resources for Insurance Agents to use, whether you are a DFY Member or not.

Unbranded - Turning 65 Guide PDF

Click the Canva Template Link to modify our Turning 65 Guide where you can - add your name, calendar link, phone number, and headshot. You can use this as a ready made lead magnet for social media ads, send it to leads/referrals, or integrate this with a service like mailbox power and send hard copies to leads/clients.

Watch Video Instructions Below

Click the Image Below to Open Template

Business Card (Digital/Print)

Click the Canva Template Link to modify our business card where you can - add your name, email, npn, phone number, and headshot. You can use this in your initial automations to new leads to show credibility and increase

Watch Video Instructions Below

Click the Image Below to Open Template

Industry Leading Features

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7 Channel Automated Follow Up

Automatically message leads across multiple channels including SMS, Email, Voicemail, Calls, Facebook Messenger, GMB and Website Chat to increase response rates to up to 80%.

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Team

Management

Work as team members to see the system how they see it, track progress, set up campaigns, and more.

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AI Appointment Booking

Use The DFY CRM to book appointments for you so that you can focus on what matters the most, closing deals.

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Lead Round

Robin

Automatically distribute leads between team members and track the progress on each lead.

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Live Call

Transfer

Automatically get inbound calls every time a lead is ready to talk and when they schedule on your calendar.

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Reminders


Remind yourself to call leads, send documents, or any other sales-related tasks in your leads lifecycle.

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Communication Center

All your communications in one place! Email, SMS, Phone, Voicemail, Facebook Messenger, Web Chat and More!

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Advanced

Reporting

Easily see how well your campaigns and sales team are performing so that you can increase your opportunities and sales!

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Mobile App


Close prospects on-the-go with our mobile app, respond to leads, track statuses, complete reminders, and more.

Frequently Asked Questions

1. What Kind Of Support Do You Provide?

Support is at the heart of everything we do so supporting you and your business is our top priority. We offer Live Chat support 7 days a week, 24/7 email support, as well as an easy-to-navigate comprehensive tutorial library for quick answers to your questions.

4. How Does Your Automation Work?

We provide comprehensive automation that will execute and automate workflows for leads or clients. Our smart campaigns will put SMS, Email, Web Chat, Phone Calls, and Calendar Appointments on autopilot.

2. How Do I Get Started?

Sign up for a Demo video so that Eric Fierro can show you everything included with membership to Senior Sales University and The DFY CRM! See how easy our platform make business management. We hope you'll join us once you see how we can boost your business.

5. Can I Cancel My Account At Any Time?

You can cancel at any time. No need to worry about obligations or contracts. We also include an agreement stating that your data is safe and protected and in turn also that our intellectual property won't be copied and taken to another system if you decide to become a member.

3. How Secure Is My Customer Data?

In 2022, data privacy and security is every company's obligation. That's why we ensure compliance with all governing laws and regulations, as well as provide extra protection against security breaches. All of our accounts are HIPPA Compliant.

6. What Platform Do You Integrate With?

Our integration spans across multiple platforms for simple and seamless automation. We use Zapier to automate between over 2000 other applications with ease. Natively we integrate with Facebook, Instagram, Google My Business and Gmail.

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