MACAW CRM vs. MCA Suite

MACAW integrates well with Salesforce. As they say, they manage leads, opportunities, quotes and policies well. The underwriting and rating engines can be integrated if it's required. MACAW is a great solution for combining multiple systems into one and lowering overhead. It is not a great fit for non-technical departments.

Incentivized

It is a good tool for smaller companies entering the MCA space, but doesn't scale all that well, and provides limited options for reporting customization.

Incentivized

• Blending of CRM within an insurance flow
• Great Lead Management, Quotation and Underwriting
• High level support for marketing campaigns and setting up successful content strategies
• Great support for legacy back-office system

Incentivized

• They have lots of detail on the deal pages.
• It allows for multiple internal and external users.
• It has global search functionality.

Incentivized

• Not very user friendly
• Configuration with older back-office system is a bit of a hassle
• Searches and uploads sometimes take a long time

Incentivized

• Poor reporting.
• Filtering is clunky.
• They could improve on data visualization.
• Renewal advances that are not refinances are difficult to manage.

Incentivized

MACAW provides deep integration with insurance-relevant tools, like underwriting and rating engines, which are not supported in shallow CRMs like Hubspot.

Incentivized

We haven't used any others.

Incentivized

• Allowed work from home due to its web UI
• Made using legacy back-office system easier, except for more complex cases
• Not user friendly and a bit hard to onboard into

Incentivized

• We've been able to grow our working capital program over the years with the help of MCA Suite.
• Data management is difficult, and we struggle with reporting.
• We have granted merchants dedicated to their advances for tracking purposes.

Incentivized