• Policy Management
    Carriers and Products

    Discover how to create Carrier and Product records for use by your offices and agents. Pre-defining product records simplifies processes for agents, accounting, and commission management, making operations more efficient.

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  • Policy Management
    Policy Creation and management

    Follow this guide to create and manage policy records, with clear instructions to ensure policies are properly assigned and tracked within the system.

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  • Policy Management
    Product Definition Best Practices

    Learn how to model Products so transactions, fees, commissions, and payment schedules auto‑generate consistently—improving speed, accuracy, and reporting.

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  • Policy Management
    Policy Renewal Workflow

    End-to-end renewal process: cloning expiring term data, generating renewal transactions, adjusting commissions & payment schedules, and preserving full historical audit.

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  • Policy Management
    Policy Endorsement Workflow

    How to add mid-term endorsements: delta transactions, commission recalculation, and payment schedule updates.

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Connect with Our Team

Our team is ready to assist with any agency-related questions. Reach out for help with setup, compliance, or optimizing workflows.

In-Platform Support

Access help directly through Taino Solutions in the «Help» section. Get quick support for policy management, billing, and more.

Email Us

Need custom support? Email us at [email protected]. We're here to help you.