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Moving the system to the cloud has been a game-changer for customers using this product. With easy remote access, customers can now fully …
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What is MACAW Agency Management System?
MACAW AMS Software is an insurance agency management software (AMS). MACAW AMS system is built on a cloud based customer centric model and includes features designed to make it easier for Brokers, Agency or MGAs to focus on generating…
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What is MACAW Agency Management System?
MACAW AMS Software is an insurance agency management software (AMS). MACAW AMS system is built on a cloud based customer centric model and includes features designed to make it easier for Brokers, Agency or MGAs to focus on generating sales and…
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Product Details
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What is MACAW Agency Management System?
MACAW AMS Software is an insurance agency management software (AMS). MACAW AMS system is built on a cloud based customer centric model and includes features designed to make it easier for Brokers, Agency or MGAs to focus on generating sales and generate revenue.
It enables users to carry out prospecting activities with digitization. Integrated email marketing tool allows users to reach the prospects, build repository using unified communication facilities over time.
Right from generating cross-sell opportunities from existing book of business, the system facilitates quotation data capture for multiple lines of insurance, underwriting and rating, document preparation, eSignature and collection through integrated payment gateway.
It helps users store policies in a cloud based platform and lets the customers access their portal to view online, anytime and from any device and select the best option available. The accounting entries will be auto-generated and users can collect or pay at their convenience, all in the system and using the integrated payment gateway.
MACAW Agency Management System Features
- Supported: Customer Relationship Management (CRM)
- Supported: Rule-based Underwriting and Rating
- Supported: New Business and Renewal with Customizable Policy Document Generation
- Supported: Policy Management with Customizable Policy Document Generation
- Supported: Claims Intimation and Tracking
- Supported: Commissions
- Supported: Billing and Payables
- Supported: Document Management
- Supported: Adaptors for eMail, SMS, eSignature, Payment Gateways, Email Marketing Tools, Telephony Providers and many more
- Supported: Customer Portal
- Supported: Producer Portal
- Supported: Carrier Portal
MACAW Agency Management System Screenshots
MACAW Agency Management System Video
MACAW Agency Management System Integrations
- Sinch Mailgun
- Act-On Software
- DocuSign
- PayPal Payments Pro
- OFAC
- Microsoft Office 365
- Gmail
MACAW Agency Management System Competitors
- AgencyBloc AMS+
- Jenesis Software
- NowCerts
MACAW Agency Management System Technical Details
| Deployment Types | On-premise, Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Windows |
| Mobile Application | Mobile Web |
| Supported Countries | North America |
| Supported Languages | English |
MACAW Agency Management System Downloadables
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Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
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- Recommendations
Moving the system to the cloud has been a game-changer for customers using this product. With easy remote access, customers can now fully service their own policy, reducing the need for constant communication with customer service teams. This has not only increased efficiency but also provided customers with a sense of autonomy and control over their accounts. Additionally, the cloud-based platform enables a distributed workforce, eliminating the need for internal IT through outsourced solutions. This flexibility has allowed businesses to adapt quickly to remote work environments and streamline processes.
One of the main advantages of this product is its ability to combine the components of three different systems into one comprehensive agency management system. Although the initial implementation posed challenges, users have found that after a year of use, the effort was worth it. The simplified navigation and improved efficiency have made a significant impact on daily operations. Furthermore, customers now have convenient access to their own information, enabling them to manage their accounts and easily purchase products online. This self-service capability has empowered clients and reduced reliance on support teams.
The software's reporting capabilities have proven invaluable for businesses as well. Users can customize reports and store data/documents in one centralized location, making it easier to track and analyze key metrics. While there is a desire for past data integration, the generated reports provide valuable insights that help inform decision-making processes. Alongside this analytical power, the platform facilitates communication and support among users. The intuitive interface makes it effortless to seek assistance and gain knowledge when needed.
Overall, this product solves many challenges faced in the insurance industry by providing innovative solutions that help companies thrive. From streamlining new business requests and renewals to empowering clients in managing their accounts, this software serves as a reliable system for performing job duties from anywhere with internet access. While there are areas for improvement such as faster filtering and searching capabilities, it excels at consolidating multiple systems into one efficient platform, eliminating crossover issues and enhancing productivity across all aspects of the business.
All-in-one Solution: Many users have stated that Macaw is an all-in-one solution for managing different processes. They appreciate how it allows both internal and external users to service accounts and perform any required function on a policy. This convenience has been highly valued by a significant number of reviewers.
Cloud-based System: The fact that Macaw is a cloud-based system has been highly appreciated by users. They mention that the system is stable and backed by a good support system. This aspect has resonated with many reviewers, who find it reliable and beneficial in their daily business operations.
Understanding Objectives: Users have mentioned that the Macaw team makes tremendous efforts to understand their objectives. They appreciate the team's experience and feedback, which helps them examine their processes and create a new agent management system. This level of understanding and collaboration has been positively acknowledged by several reviewers.
Bugs and Inconsistencies: Some users have encountered numerous bugs and inconsistencies in the system, resulting in a decrease in their confidence. These issues range from initial configuration bugs to incomplete and inaccurate policy views, which have been frustrating for users.
Poor Performance and Bugs: Users have expressed frustration with the system's poor performance in accounting tasks and frequent bugs in reporting and automatic receipts. These issues have hindered their workflow and caused inconvenience.
Lack of User-Friendliness: Several users have mentioned that the system requires a significant amount of building and has many bugs and fixes that need to be addressed. They find this process frustrating and time-consuming. Additionally, they desire a more user-friendly experience for both employees and clients, suggesting that improvements are needed in terms of navigation portals.
Users recommend the following when using Macaw with NEST:
- Building complete business cases with every possible variation and detail.
- Assigning experienced employees to write clear specifications.
- Conducting thorough testing for an extended period before going live.
- Avoiding premature software release.
- Ensuring initial specifications are incredibly clear and conducting thorough testing before rolling out the release.
Additionally, users find Macaw to be a useful communication tool, particularly for new businesses looking to familiarize themselves with their operations. They appreciate its ease of use, speed, and the availability of 24-hour support if needed.