Insurance Requests (Delivery Consultant)

Every approved deal the consultant has prepared: the insurance-request email and, where the client agreed to texts, the text. Nothing goes to a client until a manager presses Send here. Email goes out from info@thevantagegroupllc.com; replies go to Jess (David's deals) or Jasmine (everyone else's). When a client texts back, the reply shows on their card and a manager can answer from here. On David Goldstein's deals, Jess receives the client's texts as well; when any other rep is selected, the text message alert goes to Jasmine.