Westchester Personal Concierge Recovers Hundreds of Dollars!

Disabled senior recognizes the value of a Westchester Personal Concierge who recovered hundreds of insurance dollars for her!

A Personal Concierge need not only run errands and do your shopping!  The value of employing one is limitless.  All that is required of you is to select the task that will give you back the gift of time in your day, and make the phone call that will change your life. 

For Suzie, a senior who is disabled, hundreds of dollars were recovered from various insurance companies, both medical and non-medical.  We were relentless with phone calls, faxes and correspondence to recoup the dollars that she paid that were ostensibly owed by her.  In actuality, these dollars were not her responsibility, and with research and perseverance, they were recovered for her. 

Unknowingly, when Suzie received a bill from her medical group, etc. for a copay or a balance due, she diligently paid it.  The medical group (and others) did not bill her secondary, and therefore the balance due was sent to Suzie.  This also applied to providers who did not participate with Medicare.  She did not have the awareness, nor the know-how, to submit the forms to Medicare or her secondary for reimbursement.  Doing this, many times for her, hundreds and hundreds of dollars were reclaimed to her from Medicare and her secondary insurance carrier.   

Suzie also had a Personal Injury case pending and was unable to comprehend the nuances that were necessary for her to hold others accountable for payment.  For instance, one example is that she took taxi cabs to providers, and the understanding was that the insurance company would reimburse these fares back to her.   We filled out forms and filed them with her insurance company and voila, all that money now sits in Suzie’s bank account as opposed to her insurance company’s.

These illustrations are simply a few that indicate to you the value of the engagement of Personal Concierge services.  Suzie is like a changed person when we complete our visit with her and is so grateful.  She doesn’t feel as though she has lost her independence but rather has gained the trust and assurance that someone is in her corner and looking out for her.  One day, when Judie was ready to leave, Suzie asked Judie if she could give her a hug and stated “I feel like I just had a full body massage; that’s how relaxed I now feel”.   

This speaks volumes, in just one area, the manner in which a Personal Concierge can enhance your life.  Saved time is not the only metric that matters.  There is also the mental stress factor.  There is a sense of freedom that is gleaned by aligning with someone who can give you back the gift of time in your busy life, the ultimate time saving reprieve.


Judie Kaplan is the founder and president of Judie Kaplan Personal Concierge serving Westchester County with the mission to give folks back the gift of time; life’s most precious gift. Judie is from Mount Kisco and knows the area well and is the “go-to, get it done person”.  www.judiekaplan.com

This post is contributed by a community member. The views expressed in this blog are those of the author and do not necessarily reflect those of Patch Media Corporation. Everyone is welcome to submit a post to Patch. If you'd like to post a blog, go here to get started.

T. Conway January 29, 2013 at 11:02 PM
Judie offers wonderful services! When you don't have the time to get something done she can do it. She can also help you get organized so you can keep up with things on your own.
FirstLight HomeCare February 01, 2013 at 05:54 PM
This is really a wonderful story. So often all we hear is the negative side of these events, and they tend to overshadows all the good the people such as Judie and countless others spend their days doing. It's refreshing to hear that there are great local companies such as Judie's in the Westchester area, that you can trust with your life. Thanks for sharing!


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