• Getting Started
    Office Creation

    Learn how to create a new office record in our platform. Offices will have customers, agents, and policies, making management and accounting more streamlined and efficient.

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  • Getting Started
    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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  • Getting Started
    Customer Creation and Management

    Learn step-by-step how to create and manage customer records in the system, ensuring proper setup and organization for easy access by agents.

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  • Getting Started
    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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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 support@tainosolutions.com. We're here to help you.