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MyMFG Leads Tab Guide (Medicare)

The Leads tab in MyMFG is designed to help you manage and track your Medicare leads efficiently. Below is an overview of the lead categories and available tools.

Updated over 2 months ago


Lead Categories

Total Messer Free Leads

Medicare leads provided to you by Messer.

Total Earned Free Leads

Additional free Medicare leads earned based on your production.

Recaptured Leads

Leads that have been added back into your lead inventory.

Total Purchased Leads

Leads purchased through approved vendors such as Lead Concepts or Target Leads.

  • Automatically imported into your MyMFG account

  • Assigned directly to you

  • Medicare only

Leads Without Disposition

Leads that do not yet have an updated status.
Be sure to update dispositions regularly to keep your pipeline organized.


Recommended Lead Workflow

To properly work a lead:

  1. Update the lead record (add notes and select a disposition)

  2. Create the client profile

  3. Run a quote

  4. Select a plan and complete the enrollment process

Consistently updating your leads ensures accurate tracking and reporting.


What You Can Do in the Leads Tab

  • Upload your own Medicare leads

  • View any earned lead credits

  • Purchase Medicare mailers

  • Export leads

Exporting Leads:
You may export leads that you have purchased or personally uploaded into MyMFG.


For Agencies

Agencies can distribute leads to downline agents.

  • Leads are housed under the agency admin account

  • The upline distributes leads to downlines

  • The Leads Admin permission must be enabled to manage this feature


ACA Leads

The MyMFG Leads tab is for Medicare leads only.

If you have questions about ACA (Marketplace) leads, please contact Producer Support, and they will connect you with Marketing Support for assistance.

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