Your Insurance Agency,
Powered by AI.
Ask questions, get instant reports, automate follow-ups, and keep your whole team on track. All inside one platform built for insurance.
More Closings.
Less Chaos.
Taino gives independent agents and agency owners one place to track every client, collect every commission, send every signature request, and let AI do the chasing — so you can focus on selling.
Just Ask.
Newton turns plain English into instant insights, polished reports, and better communications — without leaving Taino.
"Which carriers are making me the most money this year?"
"Top 10 agents by commission this month"
"Policies expiring in the next 30 days"
"Draft a renewal email for Maria Torres"
"How do I set up an automated renewal follow-up?"
"How do I create a new web form for lead capture?"
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.
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, campaigns, or policy renewal reminders, keeping customers engaged effortlessly.
- Effortless Customer Requests: Automate endorsements, claims, cancellations, and policy updates with simple multi-step flows requiring minimal agent intervention.
- Automated E-Signing: Use templates to generate documents, collect e-signatures, and trigger follow-up actions—all seamlessly integrated into your workflow.
- Personalized Outreach: Automatically send birthday greetings, payment reminders, or policy updates, adding a personal touch to strengthen client relationships.
- Streamlined Data Collection: Leverage custom Web Forms and PDF Forms to gather information, automate processes, and notify agents instantly.
Analytics & Dashboards
From goals and sales tracking to customer growth insights—visualize every metric with stunning, interactive dashboards. Use AI to generate custom analytics on demand.
Is This Workflow Part of Your Process?
Simplified with Just a Few Clicks...
Want this to run itself?
Everything above can happen automatically with zero clicks — documents generated, sent, signed, and processed seamlessly using the Automation Engine.
Elevate Your Document Workflow with Taino's E-Signing Solution
TainoSign streamlines e-signing by reducing manual tasks and enhancing automation. Here's how:
- Ready-to-Use Templates: Skip repetitive steps with TainoSign templates, pre-designed for faster workflows.
- Quick Document Generation: Create PDF documents pre-filled with customer or policy data in seconds.
- Effortless Signatures: Send documents for signing via email or SMS, with predefined or customizable signature placements.
- Automated Efficiency: Combine templates with automation to handle signing, notifications, and follow-up actions seamlessly.
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.
Take Control of Payments with Taino Solutions
Simplify the payment process, providing peace of mind for both you and your customers.
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.
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.
Sales Manager
- Improve your sales with the Sales Manager feature and its friendly sales board. You will keep track of calls, texts and emails while creating notes, tasks, quotes, appointments, etc. Learn more
- Taino Solutions lets you import your leads and help you manage them. Learn more
- Create targeted lists using custom rules for marketing campaigns. Learn more
Electronic Signing
- Why sign papers in person when your customers can easily sign digital documents remotely via text/email? Learn more
- We have TainoSign, an in-house eSign product for easier, inexpensive and reliable eSigning.
- We also provide integration with EverSign for eSigning. Learn more
Carrier Downloads
- If you want to go to the next level, you should be able to get all your transactions from your carriers synced into your Taino Account! Learn more
- Stop entering data twice, making mistakes and missing important data/actions. With no extra efforts, you will have all your customer & policy data from different carriers synced into your Taino account.
Web Forms
- With an easy drag and drop designer, choose from different elements to be included in your form. Learn more
- You can either send forms to a specific customers or, just share a public link to get submissions from anyone. Learn more
- With a single click, create new prospect/customer records or update existing ones. Learn more
PDF Forms and Certificates
- Creating a custom form or certificate template in our platform can't be easier. Learn more
- Upload PDFs or create them directly in our platform. Then you can easily customize them so customer & policy information gets auto-populated. Learn more
- You can also generate and use your ACORD forms. Learn more
Custom Fields
- The use of custom fields provides the flexibility you need when it comes to entering special type of data that the platform doesn't contains. In those cases, you can create as many fields you need and associate them to customers and policy records. Then these fields can be mapped to existing Web and Pdf forms. Learn more
Phone Calls
- With the RingCentral integration, you will be able to make and take phone calls as well as exchanging texts right from within our platform. Learn more
- All calls and texts logs are synchronized from your RingCentral account in a daily basis and, associated to your customer records. Learn more
Email & Texts
- Integrate with your email server of preference, and your agents will be able to exchange emails with customers without leaving the platform. Learn more
- The system will keep track of all the exchanges and will keep them associated to your customers. Learn more
Marketing
- Harness the power of email marketing at an unbeatable value. Taino's Marketing engine is seamlessly integrated into our platform, offering robust features at a fraction of the cost. Plus, it's included in your package. Learn more
- Need to send targeted messages via text? Taino's platform makes it easy to reach your audience via SMS. Learn more
- Enhance your customer engagement by sending personalized birthday postcards automatically. Our platform streamlines the process for you. Learn more
Commissions Management
- Define commissions based on rules for both levels, agents and agency. Create either dollar or percentage commissions based on transactions. Learn more
- Keeping track of all your commissioned agents can't be easier. Taino provides graphic and tabular reports. Learn more
Quotes Management
- You can either manually create or import quotes from your rater. Then using the tools available, you can easily manage them and your prospects, while the system keeps track of all activity. Learn more
- If you use TurboRater for quoting, those quotes can be easily synced into your account. Learn more
Files Management
- We all know that managing files can be a nightmare sometimes. Taino makes it easy for you, by letting organize, quickly find and keep track of all your customer/policy documents. Learn more
Tasks, Events & Reminders
- Have you forgot to call a client? A quote that was not done in time? Do you need to keep your agents busy in a trackable and organized way? Use tasks! Learn more
- You can easily create events and reminders in relation to existing customers and policies. Learn more
- All events and reminders can be auto synced with your external calendar (e.g. Google Calendar). Learn more
Payments, Invoices & Receipts
- Our platform lets you easily invoice your customers via email. Invoicing can be done either manually or automatically. Learn more
- You can keep track of all the payments right at your policy page. Learn more
- Agents can also create scheduled payments either manually or using the smart payment matrix Learn more
Reporting
- Our platform provides you with 30+ reports including both, graphical and tabular data to help with your decision making and accounting. Learn more
- Need something specific? Just ask Newton. Type your question in plain English and get a custom chart or table instantly — no setup, no waiting. Save it and come back to it anytime. See what Newton can do
Accounting
- Seamlessly integrate with QuickBooks to sync invoices, payments, voided payments, receipts, and more.
- Ensure your financial records are always up-to-date and accurate with automatic synchronization. Learn more
Online Payments
- Integrate with Stripe to provide online payment links in invoices, simplifying the payment process for customers and agents. Learn more
- Easily generate payment links and share them via text or email for quick and convenient payments. Learn more
Security & Permission Groups
- As an agency owner when dealing with multiple offices and agents, you need proper security in place. Restrict or grant access to any module/page for an agent or a group of agents.
- You can also restrict data visibility between offices and/or agents. You can also forbid agents from seeing customers, prospects, policies, etc. from others.
Customizing System Templates
- Easily create and personalize dynamic HTML templates using the Taino templating language.
- Tailor every email and PDF document to fit your brand, with options to add custom styling, logos, and personalized text. Read More
Dashboard
- A dashboard full of customizable components for agents and agency owners.
- You can add, position and resize them based on your priorities. Some of them showing helpful graphics of sales, commissions, growth, etc. Learn more
Team Chat
- Your agents can interact between them right from inside our platform.
- With a simple but strong and secure chat, you can tell when your agents are online and talk to them when needed.
Some of our integrations
On top of all our built-in features, we also offer multiple integrations to enrich your experience
INTUIT
quickbooks
Stripe
Twilio
RingCentral
SendGrid
Thanks.io
TurboRater
Gmail
Google Cal
EverSign
Why Agencies Choose Taino
Built for agents, not tech departments. Everything you need to run your agency smarter — in one simple platform.
Our customers' love speaks volumes, and we couldn't be more proud!
“My experience with Taino has been "Remarkable." I say to every Insurance Agency (large or small) contact Taino for this affordable platform of navigating your daily office operation! The Taino system brought immediate improvement to the navigation of our daily operation for just a fraction of the cost that I have been paying! Before finding them, I paid 5 X's the cost for 1/4 of the platform that I now have access to! The "Taino Team" has gone above and beyond to accommodate my operation and has responded very quickly to assist me with the most challenging task during the integration from my former platform to Taino. I believe that when other agencies find out about what is offered through Taino, they too will concur with Cost Savings, Efficiency and the attention received from the "Taino Staff" whenever the need arises! I am so very happy to be a part of the Taino Family as they embark on an amazing future!”
Diane Albritton
“My experience with Taino has been excellent. It's a user-friendly CRM that makes managing my insurance clients so much easier. The interface is intuitive, and I can quickly access client information, track policies, and follow up on renewals without missing a beat. It has definitely helped me stay organized and provide better service. Their Customer Service is a golden token, Colleen and Geykel have been very patient with me when I bombard them with questions. I highly recommend it to anyone in the insurance business!”
Mario Jimenez
“These guys are highly responsive and just all around a great company to do business with.”
Timothy Baggett
“Taino Solutions let us manage 3 offices and 6 agents easier than ever for an amazing price. The support they provide is outstanding. They have addressed some of our special requests along the way as well.”
Neiva Echeverry
“It is super easy to work with Taino Solutions and their team. We have achieved great results since we are using it.”
Jorge Machado
“Taino came to change the game for us. We ended up adopting Taino Solutions to help on managing our two offices. We really appreciate the excellent support they have provided us. They are the best!”
Adriel Reyes Gonzalez
“Taino Solutions provides an uncommonly high caliber of customer service to support their first rate product. It is so refreshing to find such responsiveness in the business software space.”
Kimberly Skinner
Frequently Asked Questions
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.
On top of that, Newton (our built-in AI agent) is available to you around the clock, right inside the platform. No waiting, no tickets, no delays. Just ask it anything, like how to set something up, where to find a specific feature, or what the best way to handle a workflow is, and it will walk you through it step by step. Newton knows the platform inside and out, so you get an answer the moment you need it, whether your team is in the middle of a busy day or working after hours.
Between instant AI guidance and real human support, you are never stuck.
On the AI side, this is something we feel strongly about. Newton is Taino's built-in AI agent, and it was built and trained entirely in-house. That means your agency's data never leaves the platform to feed a third-party AI service. This matters more than people realize: many platforms on the market today connect to external AI providers like OpenAI or others, which means your customer names, policy details, financial data, and conversations are being sent outside the platform to be processed by a service that has its own data policies, storage rules, and commercial interests. We chose not to do that. Newton works entirely within your Taino environment. What you ask and what it answers stays inside your account, always.
We built it this way because insurance agencies handle sensitive client data every day, and that data deserves to stay where you put it.
What really makes this work is that Taino is built around putting modules to work together. A web form collects data, a custom field stores it, an automated pipeline follows up on it, a PDF certificate is generated from it, and Newton (our built-in AI agent) gives you instant reporting on all of it. That combination makes the platform a solid fit for any business that needs structured customer management, document workflows, and communication, regardless of what industry you are in.
Here are some of the ways you can shape it around your business:
- Custom Fields: Add any fields you need to customer, prospect, policy, or quote records, then map them directly to Web Forms and PDF templates so they populate automatically.
- Custom Web Forms: Build data-collection forms with a drag-and-drop editor and send them via text or a public link. Submissions can automatically create or update customer records.
- Custom PDF Forms & Certificates: Upload your own PDFs or build them directly in the platform, then set up auto-population with customer and policy data (including ACORD forms).
- Custom Reports & Analytics: Ask Newton (our built-in AI agent) a business question in plain English, get a table or chart back, and save it as a reusable custom report. Your report library grows as your needs grow.
- Automation Pipelines: Build automated workflows that react to the data and events that matter to your agency, so customers keep moving through your process without constant manual follow-up.
- Targeted Lists & Marketing: Create customer segments with custom rules and reach them by email, SMS, or even personalized postal campaigns.
The end result is a platform you can genuinely mold around your team, your data, and your business model, not the other way around.
On the privacy side, Newton is not a generic public AI. It runs entirely inside your Taino environment, so your agency data and conversations stay within your secure space and are never shared externally.
Every plan includes the core tools you actually need to run your agency: customer and policy management, e-signatures, sales automation, reporting, and more. And because we know not every agency needs every feature right away, we offer add-ons so you only pay for what you use. Extra users, additional e-sign documents, more automation pipelines — you can add them individually as your agency grows, without jumping to a higher plan before you are ready.
All plans come with a 14-day free trial, no credit card required, and you can cancel anytime.
For agencies that need more hands-on help, Business and Enterprise plans include extended setup assistance and training sessions so your whole team gets up to speed properly. If you are migrating from another AMS and have existing data to bring over, we also have migration tools and a team ready to help with the transition.
Either way, you will not be left figuring things out alone.
Each office operates within the same platform, sharing data, workflows, and reporting, while still keeping things organized by location. Managers can see across the whole agency, and agents work within their own space.
Our story in fast-forward!
It all started with two software geeks, each with over 20 years of experience creating cool stuff across different industries. Then came a relative who knew the ins and outs of the insurance world, and bam! We saw a chance to make something awesome. After a deep dive and a game-changing meeting in Miami, we realized the market was full of legacy systems making life hard for agents, so we decided to jump headfirst into the insurance game and shake the market.
Our mission was simple: build an affordable, all-in-one platform that has everything an insurance agency or agent could dream of. We wanted it to be super easy to use and flexible enough to handle everyone’s unique way of working. Oh, and top-notch, personalized customer support was non-negotiable.
So, we assembled a team, and here we are! We're more than just colleagues; we’re like a family on a mission to shake things up. Thanks for joining us on this journey—let’s keep breaking new ground together!
If you have any questions please, Contact Us
