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.