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 hands-on help, we also offer free live training sessions to make sure you feel confident using the platform.

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.

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 full control over data access inside your account, with multiple security levels including Office, Agent, and Feature-level restrictions. That layered approach keeps your data accessible only to the right people.

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.

Not at all. Several features (like carrier downloads, ACORD forms, and policy tracking) are purpose-built for insurance, but the rest of the platform is broad enough to serve many types of businesses. Agencies that also handle income tax preparation, notary services, or other financial services are a great fit because the same tools (CRM, document generation, e-signing, payments, automation, and marketing) work just as well for those workflows too.

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.

Flexibility is one of the things we care most about. The platform gives you direct control over how it looks, what data it captures, and how it works, without needing a developer to make that happen.

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.

Yes, and that is actually one of Newton's core features. Newton is Taino's built-in AI agent, and in Data Agent mode you can ask business questions in plain English. Things like “Which carriers are making me the most money this year?” or “Show me all policies expiring in the next 30 days.” Newton responds right inside the chat with a table or chart you can explore, filter by date range or other dimensions, and save as a reusable custom report in your library.

Newton (Taino's built-in AI agent) does not replace your existing reports. It adds a conversational layer on top of them. You can still use all built-in reports as usual. Newton just lets you go further: ask a question in plain English, get an instant answer as a chart or table, and save it to your report library when it is useful.

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.

We believe pricing should be fair for agencies of every size, not just the big ones. Plans start at $14.95/month for a solo agent (Starter), $49.95/month for small agencies (Professional), and $199.95/month for growing teams (Business). Enterprise pricing is custom and built around your specific needs.

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.

Faster than you might think. You can create your account, complete the initial setup, and be working inside the platform the same day. The platform is designed to be intuitive, and our help center has guides and videos that walk you through each step.

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.

Yes, absolutely. Taino is built to scale with you. The Business plan includes 8 users and 2 office locations out of the box, and the Enterprise plan supports unlimited users and unlimited offices. If you are somewhere in between, you can add extra users to any paid plan for $24.95 per user per month, so you are never forced into a bigger plan just because your team grew by one or two people.

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.