Book A Meeting

Book a time for a video conference

I use "Google Meet" conferencing to share slides and other presentations, enhancing the insurance quote process and providing a clearer understanding of insurance products to help you make informed decisions.

Next Steps After Scheduling Your Google Meet Appointment

Here’s what to do next to ensure a smooth and productive conversation:

1. Check Your Email for the Meeting Details

• You will receive a confirmation email with the Google Meet link, date, and time of our meeting.
• If you don’t see it, check your spam or promotions folder.

2. Prepare for the Meeting

• Have any necessary documents or questions ready for our discussion.
• Ensure you have a stable internet connection for a seamless experience.

3. Join the Meeting at the Scheduled Time

• Click the Google Meet link in your confirmation email.
• If joining from a computer, you can access Google Meet through your web browser (no downloads needed).
• If using a phone or tablet, download the Google Meet app from the App Store or Google Play.
• Allow microphone and camera access when prompted.

4. What to Expect During the Meeting

• We will discuss your insurance needs, go over available options, and answer any questions you may have.
• If needed, I can share my screen to review policy details or forms with you.
• Our conversation will be private and secure.

5. Need to Reschedule?

• If you need to change your appointment, please contact me as soon as possible via email or phone.

I look forward to speaking with you and helping you with your insurance needs! If you have any questions before the meeting, don’t hesitate to reach out.