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    Searching for Customers

    Learn how to quickly find customers using multiple search methods including name, phone, email, address, and special search directives like customer number and external ID. Master the top header search and advanced filtering on customer list pages.

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    Searching for Policies

    Discover multiple ways to find and access policies in the platform. Learn how to navigate through the left menu options (All Policies, My Policies, Pending Commissions, Underwriting), access policies from customer details pages, and use advanced search and filtering to locate policies quickly.

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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.

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