You can use it for free with limitations. For new agents, it may be enough. We can also offer you a trial period of a whole free month with full access.

This system with all its features and workflows is a good fit for any insurance agency out there (P&C, Life and Health, etc). Now, of course, there are specific features for one type or the other. Overall, you can automate and control most of your workflows with the tools provided by our platform.

Well, it all starts with the cost. Whether for a single agent/office business or for multiple agents/offices, we offer an unbeatable price. Now, of course, that alone is not enough. Our platform was built on the basis of finding the perfect (cost-effective) package for all independent agencies out there. We have plenty of features that we are sure should cover all you need to do, in order to improve and have better control over your business.

Our team is ready to help you with that! In most cases, we do it for free, depending on the source system. We already have multiple migration tools for existing AMS on the market. For those tools we already have, we do your data migration fast and free of charge!

We have multiple training videos available for you. But we also offer online training sessions depending on your needs. Taino can be learned in a matter of hours!

There are plenty of Electronic Signing services available out there. Some of them offer unlimited documents for a very low price BUT, this applies to the documents you manually create on their platform and not the ones you create when integrating those services with your Agency Management System. E-Signing services have different/special pricing for integrations like this, and none of them are cheap! The value lies in the integration; you want to keep track of all your documents, customers, tasks, policies, etc., from a single place. So here is where TainoSign comes into play, since it's a product that's part of our family, we can offer the best deal for electronic signing that you can have.

No! The carrier downloads feature is included in our two paid packages. Only the "Starter" doesn't include it because based on the volume of transactions limitations it already has, then it won't make that much of a difference.

That can easily be done using Custom Fields. Add as many fields as you need to your customer/prospect and policy/quote records. These fields can then be mapped/associated with existing PDF Forms or Web Forms, so they're used for autofilling purposes later.

Taino Solutions servers are running behind a firewall with up-to-date security technology in place. On the other hand, you can control who, how, when, and from where your data can be accessed. And for that, we have multiple levels of security. The first one is the “Office Level”; if you work with multiple offices, you can restrict access so agents from one office can't access data/transactions from another office. Then there's the “Agent Level”, which lets you restrict access to your agents, so they only can see and access the data they created or are associated with (e.g., Customers, prospects, policies, tasks, documents, etc.). And finally, there's security at the “Feature Level”. This one goes even further where you can grant or deny access to specific actions or modules across the platform (e.g., An agent is granted to generate PDF Forms, but they can't delete/edit them).