Drive More Phone Calls
Build SMART Nurture Campaigns
Performance
7 Channel Automated Follow Up
Team
Management
AI Appointment Booking
Lead Round
Robin
Live Call
Transfer
Automatically get inbound calls every time a lead is ready to talk and when they schedule on your calendar.
Reminders
Communication Center
Advanced
Reporting
Mobile App
7 Channel Automated Follow Up
Team
Management
AI Appointment Booking
Lead Round
Robin
Live Call
Transfer
Automatically get inbound calls every time a lead is ready to talk and when they schedule on your calendar.
Reminders
Communication Center
Advanced
Reporting
Mobile App
PLUS
You get access to the entire Senior Sales University Online Training platform as part of your membership when you sign up for access to The DFY CRM!
Tony Merwin
Medicare
Wanted to publicly thank Eric Fierro! My seminar workflow is jammin! People can text in a code word to kick off the RSVP workflow or respond to the landing page which is pushed out via Facebook, direct mail and a QR Code.
Garry Edwards
Medicare
I uploaded 50 Direct Mail leads into the CRM. Within 5 minutes of me activating the T65 Med Supp campaign I got a phone call, set the appointment, and sold the app. Made $300+ instantly! This stuff works if you’ll just work it!
Mark Garrett
Medicare & Final Expense
Got the CRM on a Saturday. Watched the Eric Fierro training. Uploaded an old FE file using his spreadsheet example at 8:30 (32 leads) for a test. Got a call at 8:45 from a lead that got a text. Wrote a $600 Premium policy all done by 9:30. It works!
Mark Streeter
Final Expense & Medicare
Heck yeah guys I have implemented the CRM and self generating fb leads and am loving it! Having everything all laid out in one program is fantastic! These are my results from telesales since last Wednesday! Thanks Eric Fierro for introducing me to this!💪💪😎 Sales = $7,361
Jose Gonzales
Final Expense & Medicare
I uploaded about 250 existing FE clients to the system in November to test it and I sent them a Happy Thanksgiving note via text and email. After that, I wrote a FE app for 855 AP and 2 MAPDs at 270 each over the phone. Total Sales 855+270+270 = $1, 395👌 without a single a penny for Marketing. That just paid for the system for the entire year!!!
Bobby Rodriguez
Final Expense & Medicare
Just started my Sales University CRM this week for myself and a few agents in my agency. Took a few days where I focused on adding a few things to tailor to our needs and it is working awesome!!! Went live yesterday and we have already made 5 sales through this process. Looking forward to testing different things with it.
This gets automatically setup with the system
Text: $0.009 per text segment
Local 1 Ring Voicemail: $0.0156 ea.
Local Calls: $0.0156 per minute
Local Number: $1.00 each number per month
Toll-Free Number: $2.00 each number per month
Most agents spend between $20 to $40 per month
This gets automatically setup with the system
Email: $0.00098 per email
$10 will give you about 10,205 emails
This gets automatically setup with the system
AI Use: $0.108 per 1,000 words
$10 will give you about 92,595 words
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.
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.