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MACAW CRM

MACAW CRM

Overview

What is MACAW CRM?

MACAW CRM system has been designed exclusively for the insurance sector. Prospects lead to opportunities, which leads to quotes, which leads to payment to the policies. In insurer requires, the underwriting and rating engines can be added. Salesforce can…

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Recent Reviews
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Pricing

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What is MACAW CRM?

MACAW CRM system has been designed exclusively for the insurance sector. Prospects lead to opportunities, which leads to quotes, which leads to payment to the policies. In insurer requires, the underwriting and rating engines can be added. Salesforce can be deployed, managed and paid…

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Product Details

What is MACAW CRM?

MACAW CRM system has been designed exclusively for the insurance sector.

Prospects lead to opportunities, which leads to quotes, which leads to payment to the policies. In insurer requires, the underwriting and rating engines can be added. Salesforce can be deployed, managed and paid for. The policy servicing and claims tracking has been integrated in the system.

The "digital" elements are integrated as various portals and mobile apps. The software has in-built document management and analytics systems. The insurance service provider only needs to tailor its operations to the underlying workflow capabilities, rather than worrying about the normal issues of implementing a generic CRM for the insurance context.

MACAW CRM Features

  • Supported: Customer Information Management
  • Supported: Opportunity Management
  • Supported: Campaign Management
  • Supported: Quotation Processing
  • Supported: Service Requests
  • Supported: Complaints Management
  • Supported: Back end integration for policies
  • Supported: Back end integration for claims
  • Supported: Reports and analytics

MACAW CRM Screenshots

Screenshot of Single Customer Overview DashboardScreenshot of Opportunity DashboardScreenshot of Quotation DashboardScreenshot of Policy Overview Dashboard

MACAW CRM Video

MACAW CRM Integrations

MACAW CRM Competitors

MACAW CRM Technical Details

Deployment TypesOn-premise, Software as a Service (SaaS), Cloud, or Web-Based
Operating SystemsWindows
Mobile ApplicationMobile Web
Supported CountriesNorth America
Supported LanguagesEnglish
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Comparisons

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Reviews and Ratings

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Reviews

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Score 8 out of 10
Vetted Review
Verified User
Incentivized
Macaw helps us respond to all of our customers’ data in a single place making it easy to contact and manage.
  • 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
  • Not very user friendly
  • Configuration with older back-office system is a bit of a hassle
  • Searches and uploads sometimes take a long time
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.
  • Leads management
  • Quote management
  • Integration with legacy back-office system
  • 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
MACAW provides deep integration with insurance-relevant tools, like underwriting and rating engines, which are not supported in shallow CRMs like Hubspot.
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