Taino Enterprise

Manage Every Agency from One Connected Platform.

Built for insurance groups, agency networks, franchises, and organizations that manage multiple independent agencies.

Give every agency the independence it needs to operate while giving leadership the visibility, reporting, user management, and AI-powered insights required to manage the entire organization.

Multiple agencies
Centralized visibility
AI across your network
Enterprise API access
Taino Enterprise organization connected to multiple independent insurance agencies
Built for complex organizations

Beyond a Single Agency

Taino Enterprise is designed for organizations that need more than office-level management. It connects multiple independent agencies under one organizational layer.

Agency Networks

Connect and oversee multiple agencies across one growing network.

Insurance Groups

Manage separate agencies owned or supervised by one parent organization.

Franchise Organizations

Support independently operated agencies while maintaining organization-wide standards.

Multi-Agency Owners

Move beyond separate systems and manage every agency from one place.

A clear organizational structure

One Organization. Multiple Independent Agencies.

Every agency keeps its own operation, users, offices, customers, policies, workflows, and data. Authorized organizational leaders can oversee the complete network without mixing agency operations together.

  • Each agency operates independently
  • Each agency can manage multiple offices
  • Organization-level users receive centralized access
  • Permissions control which agencies and data each user can see
  • Leadership can review organization-wide information
Organization Level

Your Organization

Executive dashboards · Reports · AI insights · Agency oversight

Agency A

Offices · Agents · Customers · Policies

Agency B

Offices · Agents · Customers · Policies

Agency C

Offices · Agents · Customers · Policies

Centralized management

Manage the Entire Network Without Losing Agency Independence

Organization Dashboard

View key activity and performance across the agencies you are authorized to manage.

Consolidated Reporting

Review organization-wide totals, compare agencies, and drill into individual results.

Agency & User Management

Manage agencies, agency administrators, agents, organizational users, and access levels.

Permission-Based Access

Control exactly which agencies and information each organizational user can access.

Agency-Level Access

Move between authorized agency environments without maintaining disconnected systems.

Enterprise API Access

Connect authorized data and workflows across agencies with your existing enterprise software, internal systems, and integration tools.

Built to Scale

Add agencies as your organization grows while maintaining a consistent technology foundation.

Connect your existing technology

One API Across Your Agency Network

Taino Enterprise can provide secure API access across the agencies your organization is authorized to manage, helping you connect Taino with existing enterprise applications, data platforms, internal tools, and custom workflows.

  • Access authorized data across multiple agencies
  • Integrate with internal enterprise systems and software
  • Support custom reporting, synchronization, and workflow automation
  • Use permission-based access to protect agency-level data
  • Scale integrations as new agencies join your organization
Enterprise Integration Layer

Connect Taino to the tools you already use

Data Platforms

Move authorized agency data into enterprise reporting and analytics environments.

Workflow Automation

Trigger and coordinate processes between Taino and external business systems.

Existing Software

Connect internal applications, portals, and operational tools.

Controlled Access

Limit integrations to the agencies, data, and operations they are authorized to use.

Newton AI for Enterprise

Ask Questions Across Your Entire Agency Network

Use plain English to analyze information across the agencies you are authorized to access. Generate reports, comparisons, charts, and actionable insights without collecting spreadsheets from every agency.

See Enterprise AI in Action
Example questions

Ask Newton

Which agencies produced the most new business this quarter?
Compare commission revenue across all agencies.
Show customer growth by agency for the last 12 months.
Which agents are performing best across the network?
More than an enterprise dashboard

Every Agency Gets the Power of Taino

The enterprise layer connects complete agency operations. Every agency can use Taino to manage its daily business while leadership oversees the broader organization.

Sales Manager
CRM & AMS
Automation
Commissions
TainoSign
Newton AI
Taino Enterprise

Ready to Connect Your Agency Network?

Tell us how your organization is structured, how many agencies you manage, and what level of visibility and control you need.

Questions

Enterprise FAQ

An office operates inside one agency account. Taino Enterprise connects multiple independent agency accounts under one organization so leadership can manage and analyze the broader network.
Yes. Each agency keeps its own users, offices, customers, policies, workflows, settings, and daily operation. Enterprise access adds centralized oversight without removing agency independence.
Access is permission-based. Organizational users can be limited to the agencies and information they are authorized to manage.
Yes. Taino Enterprise can provide secure API access for authorized data and workflows across your agency network. This can support integrations with internal applications, enterprise reporting platforms, data systems, portals, and other business software. The available endpoints and implementation scope are defined based on your organization’s requirements and permissions.
Enterprise pricing is customized based on your organizational structure, number of agencies, users, implementation needs, integrations, API requirements, and support needs.

If you have any questions please, Contact Us

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