Insurance policy upload

Ticoon provides an insurance policy upload process. This allows you to load the insurance policy information for your off-book or non-automated in force policies into TicoonSales.  Simply format your policies into our Insurance Policy Template and upload it directly to us. Once your policy load is complete, we will notify you.

Steps to upload data

  1. Get your policy data from your source.
  2. Download our policy template  and enter your policy information into the template.  
  3. Upload the completed policy template and let us know so we can begin the process of loading your policies in TicoonSales.    
  4. For additional support, you can reach us at

  • You must subscribe to the TicoonSales Insurance Package to upload your Insurance Policy data

  • In order to upload your contact data into TicoonSales, you must first export your data and organize it into a Ticoon accessible format. The Ticoon Business Service team will assist you through this process if any help is needed
  • Do not delete your data from your existing system until you are 100% sure that everything was properly uploaded into Ticoon Sales

More Ways To Order

Call us: 1-866-513-9524 | Email us: