MACAW CRM vs. Vertafore Agency Platform

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

I am in IT, and on my end their support is pretty good. Tickets are answered within a few hours on average, sometimes quicker. Anytime we have major upgrades they are on standby to assist if need be. Their teams are also available with larger projects from planning to implementing.

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

• Documentation of products/features
• Support response time

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

• Price (although thats not a concern for my role)
• Website "knowledge base" is difficult to navigate

Incentivized

Its very good. They have teams for each software product they offer. They have specific teams available for specific tasks such as data migrations, upgrades, etc. The employees they hire for their support teams are always knowledgeable about their products and are good to work with. They also speak clear english which is a plus when details matter and an incorrect or misunderstood word/phrase could cause issues.

Incentivized

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

Incentivized

I have not used any other similar products or services, however, we have had many acquisitions and we always convert their systems over to Vertafore rather than using what they have. AMS360, Applied and TAM systems have all been converted to our Vertafore system.

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

• On the IT side, their support teams make my life easier by taking care of issues that come up.
• The numbers I've seen for support appear high, however, I myself have nothing to compare this to - maybe they are average.

Incentivized