Streamline and Automate Your Insurance Agency

Unify your business tools, save costs, and simplify operations with our affordable all-in-one platform. Join us now!

Automated Campaigns
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Focus on Growth and Let Automation Handle the Rest

  • Smarter Campaigns: Drag and drop a prospect in the Sales Board to automatically trigger follow-ups and campaigns, keeping customers engaged effortlessly.
  • Effortless Customer Requests: Easily handle endorsements, claims, and cancellation requests like never before. Simple multi-step flows with almost no action needed from the agent.
  • Personalized Outreach: Send automatic birthday messages or reminders to add a personal touch, building lasting connections.
  • Streamlined Data Collection: Use custom Web Forms and PDF Forms to capture information, take action, and notify agents instantly.

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Sales Manager

Master Your Sales Process with the Intuitive Sales Manager

The sales manager is a combination of seamlessly integrated features that make a real impact.

  • Experience the Power of an Efficient and User-Friendly Sales Board: Easily track all your deals and their projected value across multiple stages of the sales pipeline.
  • Leverage our In-House Automation Engine: Create customized automated pipelines that handle the most challenging aspects of your sales process, allowing you to focus on closing deals.
  • Effortlessly Manage Your Leads: Import leads, run targeted campaigns, and efficiently work with prospects until you secure the sale.
  • Stay Organized with Communication Tracking: Keep a comprehensive record of all communication types, ensuring no interaction with your prospects goes unnoticed.
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Is This Workflow Part of Your Process?
Simplified with Just a Few Clicks...

Use "Web Forms" for (1) Data
Collection
No more manual data entry...
  • Takes just a click to generate a custom WebForm
  • Then another click to send it via text
  • Customer quickly fills it out and submits!
  • The agent receives it and clicks, to either update or generate records
Use custom "PDF Forms" for (2) Docs Generation
Application forms or certificates...
  • Click to generate a PDF Form or Certificate
  • The form is automatically filled out for you
  • If required, the agent can make changes to the generated form
  • Save and/or send the PDF form by email if needed
Use "TainoSign" for (3) Docs E-Signing
Need proof of approval? Look no further...
  • Send an E-Sign request of an existing PDF Form with just a few clicks
  • Your customer receives it, either via text or email, and signs it!
  • The agent gets notified with a fully signed document!
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Electronic Signing with TainoSign

Elevate Your Document Workflow with Taino's E-Signing Solution

Unlock the ultimate convenience and simplicity of electronic PDF document signing with TainoSign, our esteemed family product.

  • Generate a PDF Document: With just a few clicks, create a PDF Document that automatically populates with existing customer/policy data
  • Select Signature Placement: Choose the desired location within the document for the signature, and simply click to send.
  • Customer Sign-off: Your customer will receive a link via text or email, that will let them quickly sign it using their mobile phone.
  • Agent Confirmation: Finally, the agent will receive the fully signed document, completing the seamless process.
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Regular Forms

Experience a revolutionary shift with Custom Web Forms!

Eliminate time wasted on phone calls for customer information. Streamline the process with simple custom form submissions and automated record updates. Here's how it works:

  • 01. Design Your Form

    Effortlessly create your customized form using our intuitive drag & drop designer. Choose from a variety of elements to tailor the form to your specific needs.
  • 02. Share It

    Share your form with ease. Whether you want to send it to a specific customer or share a public link for broader submissions (e.g. quote applications & service requests), the choice is yours.
  • 03. Update Your Records

    Seamlessly update your records in just one click. Submitted forms can be automatically used to create new prospect or customer records, or update existing ones, saving you time and effort.
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Take Control of Payments with Taino Solutions

Simplify the payment process, providing peace of mind for both you and your customers.

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Capture Payments Easily on Behalf of Customers

Agents can process payments directly through the platform on behalf of your customers, ensuring a smooth and efficient transaction process.

Create Invoices with Convenient Payment Links

Easily generate invoices that include direct payment links, allowing your customers to settle their bills quickly and securely from any device.

Enhance Flexibility with Direct Payment Links

Share payment links via email or SMS, giving your customers the flexibility to pay at their convenience, while you maintain control over the process.

Streamline Payment Processing

Taino Solutions’ platform simplifies the payment process, helping you manage transactions efficiently and with confidence.

Simplify Your Email Marketing with Taino's Engine

Harness the power of our in-house Email Marketing module powered by Sendy, seamlessly integrated with your Taino Solutions package.

  • 100x Cheaper: Save big with just $1 per 10,000 emails, eliminating escalating fees based on subscriber count.
  • Detailed Campaign Insights: Gain valuable data on open rates, click-through rates, and geographical distribution to optimize campaign effectiveness and return on investment.
  • Streamlined Maintenance: Automate list management tasks like bounce and complaint handling for clean lists, freeing up time for strategic optimization.
Learn more
Campaign Reports - Email Marketing Engine
Campaign Lists - Email Marketing Engine
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Our Belief

Join Taino Solutions, become part of our global family, and receive unwavering support throughout your journey.

Keep it simple

Simple doesn’t equal easy. We believe in quality over quantity. We reduce ideas and solutions to their most seamless, elegant options.

Constant improvement

We strive for continuous improvement, enhancing our platform every single day. We learn, evolve, and grow together with our customers.

Customers first

Our customers' success is our top priority. We provide 24/7 support and offer customized solutions tailored to your specific needs.

A united family

Taino Solutions is a family-driven business rooted in respect and love. We are humble, authentic, and small but strong. Each of our clients is considered an integral part of our family.

Features

These are some of our key features. There is more available and much more to come.

Our customers' love speaks volumes, and we couldn't be more proud!

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Some of our integrations

On top of all our built-in features, we also offer multiple integrations to enrich your experience

Intuit QuickBooks
INTUIT
quickbooks
Stripe
Stripe
Twilio
Twilio
Ring Central
RingCentral
SendGrid
SendGrid
Thanks.io
Thanks.io
Turbo Rater
TurboRater
Gmail
Gmail
Google Calendar
Google Cal
EverSign
EverSign

Built for insurance agencies and used by many others.

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Flexible

Thanks to all the available features and how they are related, Taino is being used for other type of businesses.

Efficient

Built with simple and efficient. The less steps to resolve the more tasks the better.

Secure

We care about you, we care about your data. So we have put all technologies available to secure our network and servers.

Fully Optimized

Taino is fast! The architecture behind provides the flexibility and power to support the most complex and valuable features.

Frequently Asked Questions

Taino Solutions is built for any type of insurance agency, whether specializing in P&C, Life, Health, or beyond. The platform supports a broad range of business needs with features like document generation, e-signing, customer management, automated workflows, email campaigns, SMS, direct customer communication, and custom web forms.

In addition, Taino provides commission management, user and employee management, PDF document generation, and data gathering through customizable web forms. The platform is versatile enough to support businesses that offer additional services like tax preparation, adapting to the unique needs of various industries. Whether it’s for CRM functions, automation, or streamlined communications, Taino Solutions is designed to grow with you and adapt to your business.
While Taino Solutions integrates with other products as needed, it reduces the number of external integrations compared to other platforms, lowering costs and increasing service efficiency. Taino combines essential tools for agency management, CRM, automation, and communication, helping you achieve optimal results with fewer add-ons.
We provide direct, personalized support tailored to your needs. Our extensive library of videos and articles is available to help you get started independently. Unlike other platforms, we don’t charge for training, and we don’t hide features or guides. If you need more assistance, we also offer free, live training sessions to ensure you’re confident using the platform.
You can easily import your book of business into Taino on your own! The platform includes an option to import customers quickly. However, if you need assistance due to specific requirements from your current system or want to import additional data like policies, payments, and more, we’re here to help. We also have migration tools for many common AMS platforms to make the process smooth and efficient.
TainoSign is fully integrated into our platform, allowing you to manage e-signing alongside agency data, tasks, and policies. While some external e-signing services offer low prices for manual use on their platforms, prices increase significantly when integrating via API with CRMs or AMSs. With TainoSign as part of the Taino Solutions package, you get cost-effective, seamless electronic signing without the high fees typical of API integrations.
Carrier downloads are included in our top two paid plans. This feature allows you to receive updated data directly from carriers, helping you keep client records current without extra fees for these premium plans.
Yes! Our Custom Fields feature lets you add any fields you need to your customer, prospect, policy, or quote records. These custom fields can also be mapped to existing PDF and Web Forms for easy autofill.
Taino Solutions uses secure servers with firewall protection and up-to-date security protocols. You also have control over data access, with multiple security levels, including Office, Agent, and Feature-level access restrictions. This layered approach ensures that data access is limited according to your agency's specific needs.

If you have any questions please, Contact Us

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