(936) 348-2688 Client Support

Import My Insurance

Client Tool

Securely import your current insurance information.

The live site offers an external import tool so clients can securely connect existing policies. This page keeps that tool easy to find, explains when to use it, and gives you a fallback path if you would rather work through the office.

Why Use It

Bring current policy information into the conversation without a lot of manual back-and-forth.

This tool is useful when you want the office to review what you already have before a quote, a renewal discussion, or a coverage comparison. It can save time by giving the team a more complete starting point.

  • Use it before a coverage review or quote conversation
  • Helpful when you have multiple current policies
  • Reduces manual uploading and repeated data entry
  • Gives the office a clearer first look at your current insurance picture

If you do not want to use the external import tool, the office can still help you through a normal service request.

Need Help Instead?

Import My Insurance Help

Use the form if you want a local team member to help you decide whether the import tool makes sense or if you want another way to share policy information.

Want to talk through it first?

Call the Madisonville office if you want guidance before using the import tool or if you would rather work through the policy review another way.