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Agent CRM & Dialer
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📱 Push-to-Call Setup
Install the free ntfy app on your phone and create a free account at ntfy.sh. Every time you click Call in Vantage, your phone buzzes with a tap-to-dial link — from your real number.
Get your access token: ntfy.sh → Account → Access Tokens ·
💾 Save your data — Your leads and notes only exist on this computer. One click saves a backup to your Downloads folder.
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Calls
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Remaining
Goal:
Calls0
No Ans.0
Callback0
Not Int.0
Sold0
Appt0
Contact%—
🔍
Outcome
Time Window
📋
No leads loaded
Import a CSV from Google Sheets to get started.
1
Google Sheets → File → Download → CSV
2
Click + Add List and select your file
3
Enter your ntfy topic + token above
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Auto Mode
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✅ Answered Leads 0
No answered leads yet.
📅 Upcoming Appointments 0
No appointments set yet.
🏥
Health B.O.B
Track your ACA, Medicare & Medicaid clients
🎂 Birthday Tracker
Add Health Client
Add Policy
📄 Policy Overview Letter Details
Moving to next lead…
Position Your Photo
🔍100%
📂Drop a new photo here or click to browse
Compose Client Email
Choose type, edit if needed, then send
💵 Quote Follow-UpEmail based on your saved quotes
Quote Preview
📎 Download the quote sheet to attach it in Gmail.
Manual PDF Export
Save your PDF(s) above, then click Open Gmail to open a pre-filled compose window and attach them manually.
How to send: 1) Download the quote sheet above and save it. 2) Click Open Gmail — this copies the formatted email to clipboard and opens Gmail. 3) Paste with Ctrl+V inside the Gmail body, then attach the downloaded quote sheet.
Quote Log
Record what you quoted — shows on their profile so you remember on every callback
Set A
🥇 Gold
Months of Coverage
% of Mortgage Balance
Coverage Amount
Monthly Premium
Notes (optional)
🥈 Silver
Months of Coverage
% of Mortgage Balance
Coverage Amount
Monthly Premium
Notes (optional)
🥉 Bronze
Months of Coverage
% of Mortgage Balance
Coverage Amount
Monthly Premium
Notes (optional)
Set B
🥇 Gold
Months of Coverage
% of Mortgage Balance
Coverage Amount
Monthly Premium
Notes (optional)
🥈 Silver
Months of Coverage
% of Mortgage Balance
Coverage Amount
Monthly Premium
Notes (optional)
🥉 Bronze
Months of Coverage
% of Mortgage Balance
Coverage Amount
Monthly Premium
Notes (optional)
✉️ Connect Your Email
Drips send from your inbox, so leads hear from you.
🔑 How to get your Gmail app password · about 2 minutes
1
Turn on 2-Step Verification
Open myaccount.google.com/security → tap 2-Step Verification → follow the steps. (Google requires this before app passwords work.)