Streamline and Automate Your Insurance Agency
Unify your business tools, save costs, and simplify operations with our affordable all-in-one platform. Join us now!
Why use Taino Solutions
The market's most cost-effective, user-friendly, dependable, and efficient Agency Management System available
Unlock a New Level of Efficiency
Say Goodbye to Tedious Manual Work. Embrace the Power of Our Automation Engine!
- Smarter Campaigns: Simply drag & drop a prospect on the Sales Board to trigger automated campaigns. Say goodbye to manual follow-ups and hello to a more efficient, streamlined sales process with click-tracking.
- Opportunities in Focus: Your team can focus on nurturing leads and closing deals, while our automation engine handles the heavy lifting of tracking and managing prospect movement.
- Personalize Customer Engagement: Celebrate your customers' special moments! Let the automation pipeline send customized emails, texts, or even postcards on their birthdays, creating a personal touch that truly sets you apart.
- Streamline your entire workflow: Create and share custom Web Forms, generate custom PDF Forms & Certificates within campaigns. Capture customer data, take actions, and notify agents promptly.
Master Your Sales Process with the Intuitive Sales Manager
The sales manager is a combination of seamlessly integrated features that make a real impact.
- Experience the Power of an Efficient and User-Friendly Sales Board: Easily track all your deals and their projected value across multiple stages of the sales pipeline.
- Leverage our In-House Automation Engine: Create customized automated pipelines that handle the most challenging aspects of your sales process, allowing you to focus on closing deals.
- Effortlessly Manage Your Leads: Import leads, run targeted campaigns, and efficiently work with prospects until you secure the sale.
- Stay Organized with Communication Tracking: Keep a comprehensive record of all communication types, ensuring no interaction with your prospects goes unnoticed.
Is This Workflow Part of Your Process?
Simplified with Just a Few Clicks...
Elevate Your Document Workflow with Taino's E-Signing Solution
Unlock the ultimate convenience and simplicity of electronic PDF document signing with TainoSign, our esteemed family product.
- Generate a PDF Document: With just a few clicks, create a PDF Document that automatically populates with existing customer/policy data
- Select Signature Placement: Choose the desired location within the document for the signature, and simply click to send.
- Customer Sign-off: Your customer will receive a link via text or email, that will let them quickly sign it using their mobile phone.
- Agent Confirmation: Finally, the agent will receive the fully signed document, completing the seamless process.
Experience a revolutionary shift with Custom Web Forms!
Eliminate time wasted on phone calls for customer information. Streamline the process with simple custom form submissions and automated record updates. Here's how it works:
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01. Design Your Form
Effortlessly create your customized form using our intuitive drag & drop designer. Choose from a variety of elements to tailor the form to your specific needs. -
02. Share It
Share your form with ease. Whether you want to send it to a specific customer or share a public link for broader submissions (e.g. quote applications & service requests), the choice is yours. -
03. Update Your Records
Seamlessly update your records in just one click. Submitted forms can be automatically used to create new prospect or customer records, or update existing ones, saving you time and effort.
Take Control of Payments with Taino Solutions
Simplify the payment process, providing peace of mind for both you and your customers.
Capture Payments Easily on Behalf of Customers
Agents can process payments directly through the platform on behalf of your customers, ensuring a smooth and efficient transaction process.
Create Invoices with Convenient Payment Links
Easily generate invoices that include direct payment links, allowing your customers to settle their bills quickly and securely from any device.
Enhance Flexibility with Direct Payment Links
Share payment links via email or SMS, giving your customers the flexibility to pay at their convenience, while you maintain control over the process.
Streamline Payment Processing
Taino Solutions’ platform simplifies the payment process, helping you manage transactions efficiently and with confidence.
Simplify Your Email Marketing with Taino's Engine
Harness the power of our in-house Email Marketing module powered by Sendy, seamlessly integrated with your Taino Solutions package.
- 100x Cheaper: Save big with just $1 per 10,000 emails, eliminating escalating fees based on subscriber count.
- Detailed Campaign Insights: Gain valuable data on open rates, click-through rates, and geographical distribution to optimize campaign effectiveness and return on investment.
- Streamlined Maintenance: Automate list management tasks like bounce and complaint handling for clean lists, freeing up time for strategic optimization.
Our Belief
Join Taino Solutions, become part of our global family, and receive unwavering support throughout your journey.
Keep it simple
Simple doesn’t equal easy. We believe in quality over quantity. We reduce ideas and solutions to their most seamless, elegant options.
Constant improvement
We strive for continuous improvement, enhancing our platform every single day. We learn, evolve, and grow together with our customers.
Customers first
Our customers' success is our top priority. We provide 24/7 support and offer customized solutions tailored to your specific needs.
A united family
Taino Solutions is a family-driven business rooted in respect and love. We are humble, authentic, and small but strong. Each of our clients is considered an integral part of our family.
Features
These are some of our key features. There is more available and much more to come.
Sales Manager
- Improve your sales with the Sales Manager feature and its friendly sales board. You will keep track of calls, texts and emails while creating notes, tasks, quotes, appointments, etc. Watch demo
- Taino Solutions lets you import your leads and help you manage them. Watch demo
- Create targeted lists using custom rules for marketing campaigns. Watch demo
Electronic Signing
- Why sign papers in person when your customers can easily sign digital documents remotely via text/email? Watch demo
- We have TainoSign, an in-house eSign product for easier, inexpensive and reliable eSigning.
- We also provide integration with EverSign for eSigning. Watch demo
Carrier Downloads
- If you want to go to the next level, you should be able to get all your transactions from your carriers synced into your Taino Account! Watch demo
- Stop entering data twice, making mistakes and missing important data/actions. With no extra efforts, you will have all your customer & policy data from different carriers synced into your Taino account.
Web Forms
- With an easy drag and drop designer, choose from different elements to be included in your form. Watch demo
- You can either send forms to a specific customers or, just share a public link to get submissions from anyone. Watch demo
- With a single click, create new prospect/customer records or update existing ones. Watch demo
PDF Forms and Certificates
- Creating a custom form or certificate in our platform can't be easier. Watch demo
- Upload PDFs or create them directly in our platform. Then you can easily customize them so customer & policy information gets auto-populated. Watch demo
- You can also generate and use your ACORD forms. Watch demo
Custom Fields
- The use of custom fields provides the flexibility you need when it comes to entering special type of data that the platform doesn't contains. In those cases, you can create as many fields you need and associate them to customers and policy records. Then these fields can be mapped to existing Web and Pdf forms. Watch demo
Phone Calls
- With the RingCentral integration, you will be able to make and take phone calls as well as exchanging texts right from within our platform. Watch demo
- All calls and texts logs are synchronized from your RingCentral account in a daily basis and, associated to your customer records. Watch demo
Email & Texts
- Integrate with your email server of preference, and your agents will be able to exchange emails with customers without leaving the platform. Watch demo
- The system will keep track of all the exchanges and will keep them associated to your customers. Watch demo
Marketing
- Harness the power of email marketing at an unbeatable value. Taino's Marketing engine is seamlessly integrated into our platform, offering robust features at a fraction of the cost. Plus, it's included in your package. Watch demo
- Need to send targeted messages via text? Taino's platform makes it easy to reach your audience via SMS. Watch demo
- Enhance your customer engagement by sending personalized birthday postcards automatically. Our platform streamlines the process for you. Watch demo
Commissions Management
- Define commissions based on rules for both levels, agents and agency. Create either dollar or percentage commissions based on transactions. Watch demo
- Keeping track of all your commissioned agents can't be easier. Taino provides graphic and tabular reports. Watch demo
Quotes Management
- You can either manually create or import quotes from your rater. Then using the tools available, you can easily manage them and your prospects, while the system keeps track of all activity. Watch demo
- If you use TurboRater for quoting, those quotes can be easily synced into your account. Watch demo
Files Management
- We all know that managing files can be a nightmare sometimes. Taino makes it easy for you, by letting organize, quickly find and keep track of all your customer/policy documents. Watch demo
Tasks, Events & Reminders
- Have you forgot to call a client? A quote that was not done in time? Do you need to keep your agents busy in a trackable and organized way? Use tasks! Watch demo
- You can easily create events and reminders in relation to existing customers and policies. Watch demo
- All events and reminders can be auto synced with your external calendar (e.g. Google Calendar). Watch demo
Payments, Invoices & Receipts
- Our platform lets you easily invoice your customers via email. Invoicing can be done either manually or automatically. Watch demo
- You can keep track of all the payments right at your policy page. Watch demo
- Agents can also create scheduled payments either manually or using the smart payment matrix Watch demo
Reporting
- Our platform provides you with 30+ reports including both, graphical and tabular data to help with your decision making and accounting. Watch demo
- Among all what's available, you will find reports about sales, commissions, expiring/expired policies, cancelled policies, renewals, payments, fees, etc.
Accounting
- Seamlessly integrate with QuickBooks to sync invoices, payments, voided payments, receipts, and more.
- Ensure your financial records are always up-to-date and accurate with automatic synchronization. Watch demo
Online Payments
- Integrate with Stripe to provide online payment links in invoices, simplifying the payment process for customers and agents. Watch demo
- Easily generate payment links and share them via text or email for quick and convenient payments. Watch demo
Security & Permission Groups
- As an agency owner when dealing with multiple offices and agents, you need proper security in place. Restrict or grant access to any module/page for an agent or a group of agents.
- You can also restrict data visibility between offices and/or agents. You can also forbid agents from seeing customers, prospects, policies, etc. from others.
Customizing System Templates
- Easily create and personalize dynamic HTML templates using the Taino templating language.
- Tailor every email and PDF document to fit your brand, with options to add custom styling, logos, and personalized text. Read More
Dashboard
- A dashboard full of customizable components for agents and agency owners.
- You can add, position and resize them based on your priorities. Some of them showing helpful graphics of sales, commissions, growth, etc. Watch demo
Team Chat
- Your agents can interact between them right from inside our platform.
- With a simple but strong and secure chat, you can tell when your agents are online and talk to them when needed.
Our customers' love speaks volumes, and we couldn't be more proud!
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Taino came to change the game for us. We ended up adopting Taino Solutions to help on managing our two offices. We really appreciate the excellent support they have provided us. They are the best!
Adriel Reyes Gonzalez -
Taino Solutions provides an uncommonly high caliber of customer service to support their first rate product. It is so refreshing to find such responsiveness in the business software space.
Kimberly Skinner -
It is super easy to work with Taino Solutions and their team. We have achieved great results since we are using it.
Jorge Machado -
Taino Solutions let us manage 3 offices and 6 agents easier than ever for an amazing price. The support they provide is outstanding. They have addressed some of our special requests along the way as well.
Neiva Echeverry
Some of our integrations
On top of all our built-in features, we also offer multiple integrations to enrich your experience
INTUIT
quickbooks
Stripe
Twilio
RingCentral
SendGrid
Thanks.io
TurboRater
Gmail
Google Cal
EverSign
Built for insurance agencies and used by many others.
Flexible
Thanks to all the available features and how they are related, Taino is being used for other type of businesses.
Efficient
Built with simple and efficient. The less steps to resolve the more tasks the better.
Secure
We care about you, we care about your data. So we have put all technologies available to secure our network and servers.
Fully Optimized
Taino is fast! The architecture behind provides the flexibility and power to support the most complex and valuable features.
Whether you're a solo agent, an agency, or a small/large business, we have you covered.
Starter
Perfect for new agents.
- 1 User Included
- Sales Manager
- Two-way Texting with Twilio1
- Google Calendar Integration
- Electronic Signing2
- Automated Pipelines
- Custom PDF Forms
- Custom Web Forms
- Custom Fields
- Two-way Email Integration
- Online Payments
- QuickBooks Integration
- Email Marketing
- RingCentral Integration
- Mass Texting
- Carrier Downloads
Business
For small agencies
- 1 User Included
- Sales Manager
- Two-way Texting with Twilio1
- Google Calendar Integration
- Electronic Signing2
- Automated Pipelines3
- Custom PDF Forms
- Custom Web Forms
- Custom Fields
- Two-way Email Integration
- Online Payments
- QuickBooks Integration
- Email Marketing4
- RingCentral Integration
- Mass Texting
- Carrier Downloads
- Extra Users at $24.95 each
Enterprise
For growing agencies.
- 8 Users Included
- Sales Manager with Automation
- Two-way Texting with Twilio1
- Google Calendar Integration
- Electronic Signing2
- Automated Pipelines3
- Custom PDF Forms
- Custom Web Forms
- Custom Fields
- Two-way Email Integration
- Online Payments
- QuickBooks Integration
- Email Marketing4
- RingCentral Integration
- Mass Texting
- Carrier Downloads
- Extra Users at $24.95 each
- Extra 150 eSign docs at $49.95
- Extra 25 Pipelines at $49.95
Frequently Asked Questions
Our story in fast-forward!
It all started with two software geeks, each with over 20 years of experience creating cool stuff across different industries. Then came a relative who knew the ins and outs of the insurance world, and bam! We saw a chance to make something awesome. After a deep dive and a game-changing meeting in Miami, we realized the market was full of legacy systems making life hard for agents, so we decided to jump headfirst into the insurance game and shake the market.
Our mission was simple: build an affordable, all-in-one platform that has everything an insurance agency or agent could dream of. We wanted it to be super easy to use and flexible enough to handle everyone’s unique way of working. Oh, and top-notch, personalized customer support was non-negotiable.
So, we assembled a team, and here we are! We're more than just colleagues; we’re like a family on a mission to shake things up. Thanks for joining us on this journey—let’s keep breaking new ground together!
If you have any questions please, Contact Us
