15 minutes
Quick introduction
Identify the general need and the right next step.
CLICKAID INSURANCE AGENCY
Book a Google Meet appointment
Choose an available time below. Your booking confirmation will include a private Google Meet link. Meetings are exploratory until a licensed recommendation is supported and cleared.
30 minutes
Personal protection review
Discuss life, disability, critical illness, annuity, or existing coverage needs.
45 minutes
Business protection review
Discuss key-person, buy-sell, disability, group, or worksite needs.
45 minutes
Application assistance
Help with an approved secure carrier or distribution-partner application.
30 minutes
Policy review or delivery
Review the issued policy, material features, limitations, changes, and next steps.
20 minutes
Existing-client service
Request help with beneficiary, billing, ownership, or general policy service.
What happens after you book
You receive a calendar confirmation and, once activated, a unique Google Meet link. ClickAid records the appointment as an initial discovery meeting—not as a purchase or recommendation.
Keep sensitive details secure
Do not enter medical information, Social Security numbers, policy numbers, banking information, or identity documents in the booking form or ordinary email.
Time to understand your choices
Any later recommendation must explain material favorable and unfavorable features, limitations, costs, alternatives, and the option to keep existing coverage or take no action.