Organization. Communication. Review. Repeat.

The certified professionals in your life have invested in something called CRM that means Client Relationship Management. Every time you have a conversation with one of them--anyone on the team who is serving your insurance needs, your internet or cellular plan, your financial plan, your legal needs, your medical tests, any contact with the government--basically anyone--they are entering data into their system. While this is ostensibly to better serve you, the data serves a dual purpose of documentation and data collection for future use. If you later have a concern or a complaint, these notes will be downloaded and reviewed, together with any telephone call recordings which will be on file. You will not have access to any of the information collected unless you go through a cumbersome data request under PIPEDA (our federal legislation governing privacy) or our provincial legislation (PIPPA).  One thing you can be sure of is that in the event of any discrepancy or need for escalation, you will be at a disadvantage if you have not also collected your data notes from every communication.  

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Since Paper Tiger is committed to de-escalation before it is needed to prevent costly conflict, arbitration or legal disputes, it all begins with proper planning for these calls and effective documentation and data management (post communication follow up organization, filing, protected access).  These are vital skills needed for the current day, and with a few coaching sessions, you will be well on your way to increased confidence and to ensuring that professionals deal with your file with increased care.

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WE ARE NOT LICENSED LEGAL PROFESSIONALS OR FINANCIAL ADVISORS​

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​Insurance papers, physicians reports, performance evaluations, CRA correspondence, collections, bills, governement correspondence of all kinds...it can all be overwhelming. These notices arrive as innocuous emails--so easily missed and forgotten, or as silent paper letters that arrive and sit quietly in piles. But do not be lulled into inaction. These

emails, messages and papers can and usually do have major real life consequences. Paper Tiger Advocacy can help you to make sense of them and to prioritize your actions. ​

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FULL STOP. NEVER WRITE A RESPONSE IN A HURRY AND NEVER CALL WITHOUT PREPARATION​

It doesn't feel like it, there is time for a considered response. When you take your time to respond, you give the gift of respect and consideration --both to yourself and your recipient. 

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Our job is to ensure that you are prepared for your the responses and the meetings that matter, whether it be with your employer, your children's teacher, your insurance agent, your lawyer or  your financial planner. This preparation includes review  of meeting materials and agenda, support to request additional documentation or information that may be needed, relational meeting preparation coaching (role play, drafting of questions), meeting debriefing and follow up, and strategizing next steps to ensure that you are making wise, considered decisions for yourself and those that you love and that you are responsible for.

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15 minute introductory call free

Hourly rates from $65-100 (sliding scale)

250-588-6138

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