Entire suite for my MGA
The cost benefit analysis proved to be true and the platform allowed the business to go 100% virtual. This is impressive for a 20 year old MGA who has to deal with online sales, executive sales, producer sales, underwriting, customer classification, policy administration and claims.
Cloud based solution with customizations for my needs from vendor allowed us to downsize our IT staff and keep on top of cyber trends at a much better ROI.
Learning the better way to do business. Our old ways were antiquated, but comfortable.
It took a long time to get it to where it needed to be, but now it is pretty efficient.
I do wish that changes or updates did not take a long as they do, but understand that it is a process.
I like that it has finally come together and is becoming more user friendly for me and my team.
Though I now find it user friendly, I do not believe that it is user friendly to the average person. We get a lot of calls generated from clients who are unable to sort it out.
Overall experience is our company launched this system 2 years ago, and there has been a lot of progress. But it seems like a never ending road and we employees have to wait months for certain changes to take place. I don't know if that is program costs, meaning too expensive for our company? Above my pay grade. But the system is also up and down. The speed is not always there, and I have high speed internet with full access. I will say, it has gotten better as a user. But our clients still struggle with using it.
I do like that we can customize the features we want that cater to our business, since it's so niche.
It has come a long way since we first started using the system.
Our users seem to be getting used to and able to navigate easier.
Not sure if this is an internal problem, but it takes forever for system changes to be made when we have requests.
There are still too many clicks/steps to accomplish certain simple tasks.
Random issues seem to occur all of the time - payment info disappears, PT ledgers don't work, etc. When one issue is being resolved and fixed, another one occurs it seems.
I don't like that I can't work in the early hours of the morning. The system is very slow and doesn't work efficiently until after 7AM. I work as early as 4AM some mornings and need it to be running smoothly.
We're getting there
Having the same system across all users is very helpful & having all we need within the same system is great - I just wish that the process weren't so long...and it probably should have been a requirement to have more of it built before getting it into production, but being a smaller company it's hard to wait.
I like that the company understands insurance & is able to provide feedback about better solutions than what we're able to come up with. The system is also fully-customizable.
It still takes a lot of time to get the system updated to our specifications. I'm waiting for the day that we'll have it built to spec & be able to make quick and easy changes as needed, but the timeline for that gets pushed out further as time goes on.
Rocky in the beginning, but everything works pretty well now.
The convenience of having my rating software built into my CRM
Sometimes the system is slow, and sometimes the system is being worked on early in the mornings, which is when I like to get my work done. Also, it seems that when certain issues are fixed, it causes another issue somewhere else and is never ending.
the use of multiple functionality in macaw
I would say it is almost ok
easy to use, you can navigate it very easily
the way notice pr task is kept in macaw ,at least for our use , not the best way to read or follow up
searching in macaw not fast, and very hard if the name giving is not exact way in the system
Product is average.
Software is ok. Functionality is there once you know how to use it. Web based so it can be used anywhere with internet available.
At certain times uploads can take a long time, as can searches. Poor ease of use for clients. Several areas are described poorly or difficult to understand. Wording should be more customer-friendly
Overall the experience has been positive. We have been able to combine multiple systems into a single system. By having combining multiple system we are able to save money as well as reduce overhead.
Many of the features that are needed are all in one program. Not needing to go to many different programs helps to cut down on issues navigating between everything.
The amount of instruction or knowledge needed to navigate the site. More time could be spent making items more intuitive or having better instructions.
I feel like for the average person it is a little complicated trying to get a quote or renew their policy
Be able to add multiple documents at the same time
The coverage, activity & endorsement have a description
The insure services dates are not matching with their retro dates.
The client inputs the HW and TC percentage in the app & the box in the credit does not get check which causes the credit not be applied.
The mandatory states renewal should be simpler
Great Idea... Bad Implementation
The idea behind the software is fabulous. If everything worked as it was intended, I would have no complaints.
The fixes to the customization are expensive. Going live was pushed through too early by someone that doesn't have to take calls from our customers.
The product does what it's programmed to do. It needs work to be able to do what my department needs it to do and we're not getting any attention whatsoever.
I like that it's web based, which allows us to work from home.
We've been using it for 2 years and my department has had no opportunity to make changes or fixes to the software functionality.
Processing Insurance renewals with Macaw
I am attempting to reconcile policy history with our carriers. It does not interface with carrier websites like most of the new solfware so everything is manually added. In addition, handling requires multiple touches and it's slow. It is suppose to allow our customer the ability to self service their accounts but only those with extensive computer background can manuever through it. Most of the client interface is so complicated that it always ends in a phone call.
I retains a lot of policy information involving claims and inquiries
The reports are useless and much of it never updates.
Still learning the software as I'm a new hire.
Seems to fit well for what an MGA might look for in a software program.
This isn't set up well to function on the broker market. Wish we could pull certain reports rather than having to filter all the information via excel.
Areas od Opportunity
I like that it can be streamlined for external partners outside of my organization to use.
Can't go back to a previous screen to get more information (customer name or phone number) without losing info on current page (when creating RM tickets).
The customers with the active policy do not populate first, so you have to go into each name on the account, select "Policies" to confirm which is active under the correct name. (This can be timely and the customer is waiting on the phone).
Changes and edits often do not save. We regularly need to double-check to ensure edits were made.
Functional tool for complicated tasks
Good tool for designers without code
Great software, to use as a designer and developer or great support app for everyone to teach and learn
I use this tool in my freelance projects, it helps me vizualize everything in real time, and simplifies the process of design, works great for every designer, being a novice or very experienced.
Everything worked great, as intended, nothing bad to say about it, will add it to my online classes shortly.