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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Are You Team Microsoft or Google?

Donna,   For years Microsoft Office was the go to for document creation, then came along Google with the creation of Google Doc, Sheets, Slides the equivalent to Microsoft's Word, Excel and PowerPoint.   So which is better? It is all...

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Distraction Proof Working from Home

Working from home has become the new normal for must, but some like myself this has been the norm before the pandemic of 2020. Working from home will increase your procrastination, this is a fact, that can be caused by distractions and tasks that...

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Recruiting Insurance Agents

When you run your own small insurance agency and start to get too busy to call on all the referrals you’re getting, it may be time to recruit new agents. Look for men and women you like and who bring a positive attitude to their work. Ideally,...

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