May is Right Around the Corner.. And It Is Disability Insurance Awareness Month!!

Dear friend,   I am so excited to share with you that May is Disability Insurance Awareness Month.   Life Happens created and coordinates the Disability Insurance Awareness Month (DIAM) campaign every May because disability insurance can...

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Organizing your digital files

    Rummaging through hundreds of documents to find what you’re looking for is so last century. If you still do that, continue reading I am here to help! Today, all you (should) have to do is sift through your digital files and...

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4 Systems that every small business should have

  Owning a small business, any business, the major struggle is to stay organized. We tend to get overwhelmed with the numerous data we have coming in, from customer requests to storing information.   The hardest part is to capture all of...

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Managing Your Inbox

 We all know that email is an extremely useful communication tool in business. Less intrusive than a phone call, email is convenient and fast. It empowers entrepreneurs to run their businesses from just about anywhere. You can communicate with...

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What is a CRM?

As a business owner, you know how important it is to both obtain and retain a customer. As your business grows, it'll become harder and harder to provide individual customer support or maintain data on your own. CRM - Customer relationship...

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Life Happens

If you are like me, you have been seeing these life happens memes posted on Instagram, Facebook and LinkedIn on life insurance agents pages. Ever wondered where they are getting this information? I was wondering the same and went on a vest to...

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How Do You Track Your Time?

    Donna   Don’t you want to feel confident that the work given to your support group is being tracked? Wouldn’t you want to know how much work is being completed on specific projects,...

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The Computer app you never knew you needed

Hi Donna   I am feeling so excited like a kid and a candy store. A fellow Virtual Assistant introduced a life changing app to me a week ago and I am so stoked. Picture this, you have a number of email accounts that you have to manage and every...

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“Delegating” is not a bad word

Delegating is not a bad word. It doesn't mean you can't do it all yourself; it means you're a strong enough business owner that you can identify projects that would be good for others to do.  Delegating is important because you...

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DocuSign and Adobe Sign: Makes Signing Paper Applications Simple

Donna,   Are you familiar with e-signature platforms? Did you know this makes doing remote business easier, gives your company "green" status, and improves document security and administration. Adobe Sign and DocuSign are both leading...

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