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Getting StartedRead more
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 StartedRead more
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 StartedRead more
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 StartedRead more
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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Getting StartedRead more
Importing Your Book of Business
Learn how to import your existing customer base into Taino Solutions using the CSV import wizard. This comprehensive guide covers preparing your spreadsheet with the correct format, understanding required and optional fields, and completing the 3-step import process to bring your entire book of business into the platform quickly and accurately.