• Dashboard & Analytics
    Planning Sales Volume: Expected vs Sold Premium Tracking

    Learn how Sales Volume Planning charts compare projected premium opportunities against actual written policies. Track conversion rates, forecast revenue, analyze win/loss ratios, and identify sales pipeline bottlenecks to improve closing performance.

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  • Dashboard & Analytics
    Motivating Your Team with Performance Leaderboards

    Discover how Team Performance Leaderboards rank your top-performing agents by commission earnings and policy count. Create healthy competition, recognize high performers, identify coaching opportunities, and track team productivity through interactive rankings.

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  • Dashboard & Analytics
    Understanding Customer Growth Trends

    Learn how the Customer Growth widget tracks your expanding customer base month by month. Understand growth patterns, measure marketing effectiveness, forecast capacity needs, and identify seasonal acquisition trends through line chart visualization.

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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.