• Tasks, Events & Reminders
    Track and Organize Your Tasks

    Learn how to keep agents organized and ensure important tasks, like client follow-ups and quote deadlines, are never missed. This guide provides a step-by-step overview of using tasks effectively in Taino Solutions.

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  • Tasks, Events & Reminders
    Creating Events and Reminders for Customers and Policies

    Learn how to create events and reminders linked to existing customers and policies. This guide provides a step-by-step tutorial to help you stay organized and on track.

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  • Tasks, Events & Reminders
    Sync Events and Reminders with External Calendars

    This guide explains how to sync events and reminders automatically with your external calendars, such as Google Calendar. Follow the step-by-step tutorial to get started.

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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.