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How a Personal Assistant Saves You Money

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As a small business owner, you’re aware that one of your biggest expenses is insurance. You probably also know you could save money on the huge expense of insurance if you took the time to research other insurance companies or plans. The problem is that you’re so busy running your business and meeting clients’ needs that you don’t have time to do the research. Sound familiar?

Personal Assistants Do the Research for You

One of the easiest things to delegate to a personal assistant, like me, is research. Give us the basic information about your business: size, industry, assets requiring insurance, etc. and we’ll do the research for you. Typically, giving us the front page of your policy is all we need. We’ll spend the time online and on the phone with various insurance companies and brokers to help you find the best deal. Depending on a variety of factors, this could save you hundreds, even thousands, of dollars every year!

Reviewing Your Policy with Existing Insurer

In some cases, small business owners insure their business with a friend or family member. That can seem easy at first, but if you want to make a change or try to negotiate a better rate, it can be awkward. As a third-party who’s on your side, a personal assistant can reach out to your existing insurance carrier and work through negotiations on your behalf. You’ll get the best rate without fearing that you’re burning bridges or putting a relationship in jeopardy.

Personal Assistants Help with Residential Insurance Too

Other than the mortgage and property insurance, homeowners’ insurance is one of the biggest bites out of any budget. A personal assistant uses the same skills and knowledge they employ to find the best deal on business insurance to find homeowner’s the best rates too.

Keeping it All Organized

Once a personal assistant has found you the best rates on business and/or residential insurance, we organize it all so you have easy access to any proof of insurance, insurance broker contact information and any other necessary data. A personal assistant will organize both the paper documents and the electronic ones. This service not only saves you money on insurance costs, it also saves you time running your business.

What are you waiting for? Start saving money on your biggest expenses today! Contact me to get started. And for more great organization tips, sign up for my newsletter below.

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