Macaw

Insurance AMS for MGAs & brokers with CRM at its core

3,5 /5 (18 reviews) Write a Review!

Macaw Overview

What is Macaw?

Macaw is an insurance agency management system (AMS) supporting end-to-end processes for MGAs, program managers, brokers and independent agents in P&C lines, covering CRM, sales, underwriting, services, claims and accounting. The platform offers a built-in document and task management system, self-service portals for customers and producers, billing and payments, policy management, reporting and analytics, and more. Macaw also provides ready adaptors for eSignatures, payment gateways, automated email marketing tools, and telephony providers.

The Macaw AMS platform is designed around a customer-centric model, supporting end-to-end processes including pre-sales, sales, servicing and back-office operations within a web-based environment, accessible at any time, from anywhere. Tools such as document management, workflow, analytics and reporting are fully automated, addressing the traditional problems of reconciling across policies and financials. The customer portal, producer portal and carrier portals allow different stakeholders to self-serve and offer round-the clock-support without the involvement of the insurance agency.

Macaw CRM specifically helps the insurance industry by offering a streamlined workflow that moves the prospects through to opportunities, then to quotes, and then ultimately with payment to the policies. Insurers are able to integrate Macaw’s underwriting and rating engines, and Salesforce can be deployed, monitored and compensated. The CRM solution also includes built-in policy servicing and claims tracking features, as well as document management and analytics. Integration with legacy is made possible through pre-built adaptors. All of Macaw’s “digital” pieces are built-in as different portals and mobile apps.

Macaw Overview

Pricing

Starting from
N/A

Pricing options

Free Trial
Subscription
Value for money

Contact Nest Innovative Solutions for detailed pricing information.


Macaw Features

Devices
Business size
S M L
Markets
United States, Canada, Australia, India, Germany, Mexico
Supported Languages
English

Media

Get a single customer overview and view account status, contact information, and more
View and manage opportunity details for each contact
View retail quotation details including premium and commission details, financials, and more
Manage policies and track communications with customers. Policy servicing and claims tracking are built-in.
Keep track of financials and view invoices and billing, receivable and payable, and more
Macaw video Macaw screenshot: Get a single customer overview and view account status, contact information, and more Macaw screenshot: View and manage opportunity details for each contact Macaw screenshot: View retail quotation details including premium and commission details, financials, and more Macaw screenshot: Manage policies and track communications with customers. Policy servicing and claims tracking are built-in. Macaw screenshot: Keep track of financials and view invoices and billing, receivable and payable, and more

Macaw Reviews

Macaw Reviews

Overall rating
3,5
/
5
Excellent
0

Very good
10

Average
7

Poor
1

Terrible
0

Value for Money
3,6
Features
3,1
Ease of Use
3,2
Customer Support
3,5
56% recommended this app
T.j. G.

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.


Micheil G.

Account Specialist

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.


Samantha J.

Feedback

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.


Dana H.

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.


Thomas J.

My review

Rocky in the beginning, but everything works pretty well now.


T.j. G.
Industry: Insurance
Company size: 11-50 Employees

Entire suite for my MGA

Used Daily for 2+ years
Reviewed on 2019/01/17
Review Source: Capterra

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.

Pros

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.

Cons

Learning the better way to do business. Our old ways were antiquated, but comfortable.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

Micheil G.
Industry: Insurance
Company size: 11-50 Employees

Account Specialist

Used Daily for 2+ years
Reviewed on 2019/09/18
Review Source: Capterra

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.

Pros

I like that it has finally come together and is becoming more user friendly for me and my team.

Cons

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.

Rating breakdown

Ease of Use

Likelihood to recommend: 4.0/10

Samantha J.
Industry: Insurance
Company size: 11-50 Employees

Feedback

Used Daily for 2+ years
Reviewed on 2019/09/16
Review Source: Capterra

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.

Pros

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.

Cons

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 5.0/10

Dana H.
Industry: Insurance
Company size: 11-50 Employees

We're getting there

Used Daily for 2+ years
Reviewed on 2019/09/17
Review Source: Capterra

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.

Pros

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.

Cons

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 7.0/10

Thomas J.
Industry: Insurance
Company size: 11-50 Employees

My review

Used Daily for 1+ year
Reviewed on 2019/09/18
Review Source: Capterra

Rocky in the beginning, but everything works pretty well now.

Pros

The convenience of having my rating software built into my CRM

Cons

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 7.0/10

User recommendation
5,4/10
Based on 18 user ratings
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Macaw Pricing

Macaw Pricing

Starting from
N/A
Free Trial
Subscription
Value for money

Contact Nest Innovative Solutions for detailed pricing information.

Contact Nest Innovative Solutions for detailed pricing information.

Value for Money
3,6/5
Based on 18 user ratings
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Macaw Features

Macaw Features

API
Accounting Integration
Activity Dashboard
Activity Tracking
Automatic Notifications
Billing & Invoicing
Calendar Management
Customer Database
Customizable Reporting
Data Import/Export
Document Management
Document Storage
Electronic Payments
Inventory Management
Inventory Tracking
Invoice Management
Reminders
Reporting & Statistics
Search Functionality
Third Party Integration
Features
3,1/5
Based on 18 user ratings
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Categories

Additional information for Macaw

Additional information for Macaw

Key features of Macaw

  • Insurance Rating

Benefits

  • Macaw fully automates document management, workflows, analytics and reporting, supporting end-to-end processes for insurance agencies.

  • Macaw can be configured for programs including rating and multi-quotation, and facilitates quotation data capture for multiple lines of insurance.

  • Macaw ensures users that all leads, opportunities, quotations and policies are in a central place and segregated as per specific business rules.

  • Macaw's claims solution is targeted at the complete life cycle of a claim rather than one particular transaction. Customers can report a claim via the mobile device on the scene of the accident, as well as capture pictures, videos and audios.

  • Customers can access their portal to view their policies online, anytime and from any device, including tools for eSignature and payment collection through the integrated payment gateway.

  • Macaw FAQs

    Macaw FAQs

    Below are some frequently asked questions for Macaw.

    Q. What type of pricing plans does Macaw offer?

    Macaw offers the following pricing plans:

    Pricing model: Subscription

    Free Trial: Not Available

    Contact Nest Innovative Solutions for detailed pricing information.

    Q. What are the main features of Macaw?

    Macaw offers the following features:

    • Insurance Rating

    Q. Who are the typical users of Macaw?

    Macaw has the following typical customers:

    Small Business, Mid Size Business

    Q. What languages does Macaw support?

    Macaw supports the following languages:

    English

    Q. What type of pricing plans does Macaw offer?

    Macaw has the following pricing plans:

    Subscription

    Q. Does Macaw support mobile devices?

    We do not have any information about what devices Macaw supports

    Q. What other apps does Macaw integrate with?

    Macaw integrates with the following applications:

    Act-On, DocuSign, Google Analytics, Microsoft 365

    Q. What level of support does Macaw offer?

    Macaw offers the following support options:

    Phone Support, Online Support