Top Rated Macaw Agency Management System Alternatives
The fact that it is web based and we can access it from anywhere is its best feature. It's general search features are acceptable but would like a few more screening criteria added for a more efficient search. Having a CRM system is vital to our business. It is my primary function at work so it takes care of a number of my needs. Review collected by and hosted on G2.com.
1. City should be added to the search criteria.
2. If there is a middle initial the they do not come up when we search.
3. I would like a link to the DRE from MACAW.
4. The in ability to save changed due to a duplicate. You get a phone number, an e-mail and an address and then cannot save it because of a duplicate.
5. It would be nice to be able to up upload e-mails into documents. Review collected by and hosted on G2.com.
17 out of 18 Total Reviews for Macaw Agency Management System
That this is an all in one solution to all of the different processes. Macaw allows both internal and external users to be able to service accounts performing any function required on a policy. Being able to manage customers as well as offer products from the same system was one of the driving factors in using the system. Review collected by and hosted on G2.com.
the number of bugs and inconsistencies. Often little bugs are found in different areas that may not see as much use. This reduces the confidence in the system Review collected by and hosted on G2.com.
I like how easy the quoting process is. I can be on the phone with a client and walk through it in minutes, get their price to them, send the proposal link and bind it right there. I do wish the proposal generation was better and the esign was a little clearer. Some of our clients aren't so tech savy, so a little more user friendly with clear language would be nice. Review collected by and hosted on G2.com.
There are several user functionality issues and it is difficult for our clients to understand the payment/binding process. It almost seems like when one thing is resolved in Macaw, then another issue arises. There is something wrong every day it seems and it makes my job difficult. Review collected by and hosted on G2.com.
The functionality of the system and how it has streamlined the quoting process. Giving the customer the ability to self service is also a nice benefit of the system. Review collected by and hosted on G2.com.
The lag time the last few weeks due to some system upgrades and reports has been a minor issue. The duplication of quotes in the system is also an issue. If there is a way to prevent the creation of duplicate quotes that would be a nice change. Review collected by and hosted on G2.com.
There's potential for a lot of amazing things. The system does bring a lot of functionality that works across multiple user interfaces. Being able to include all the functions we need is important. Review collected by and hosted on G2.com.
It's still so far from being everything it should be and we're definitely going through growing pains we thought would have subsided by now. I really thought the biggest benefit of working with Nest was the ability to have a true partnership - they know their capabilities & the best way to approach things. We've gotten better at the pushback, but for awhile they seemed to just go with what we asked for instead of pushing back with better solutions. Review collected by and hosted on G2.com.
Having access and use of all information in one system from anywhere. Being able to sort through all customers. Customers being able to purchase and connect to our system. Review collected by and hosted on G2.com.
I think we converted over systems prior to realizing the amount of building that would still need to be done for sufficient use. It has been frustrating and time consuming when the system has so many bugs and fixes that need to be addressed. I understand growing pains but it has taken away from the focus of the sale. Review collected by and hosted on G2.com.
The macaw system is so simple and easy to use and it helps me in my everyday business life when I need to talk to my supervisor or help other agents I n our call center its very useful. When I first started my business macaw was a great tool I used to communicate and learn when I needs some help sure is very useful! Review collected by and hosted on G2.com.
I wish you could use voice too so you can communicate via voice and text that would be a good add on Review collected by and hosted on G2.com.
I like the idea that everything is in the same place. The idea of the software is great, but we went live way before it was ready to go. If another company wanted to the software, I'd suggest they test for a much longer period of time and run a side by side to insure correct data. I don't think that was Nest's fault that one of our executives pushed a go live before it was ready. Review collected by and hosted on G2.com.
It doesn't actually work that well. I can't do things I need to do in the system accounting wise. The reporting often has bugs. Some of the automatic receipts are incorrect. Review collected by and hosted on G2.com.
I like that all of our content is included in one location and we are able to quote through one system. Review collected by and hosted on G2.com.
I dislike the downtime in the mornings. The system isn't working and I start early. I also don't like the amount of time it takes to process from page to page. It really slows me down. If there was less time taken to process from page to page, I would be way more efficient. Review collected by and hosted on G2.com.
they make tremendous effort to understand our objectives, offered their experience and feedback to make us examine our processes, very patient since the majority of us had no idea how to write a spec and explain our processes so they could create our new agent management system Review collected by and hosted on G2.com.
hate to sound ethnocentric, but sometimes I have a hard time with the accents, the inflection on certain words is different than how we speak in USA but after a while it becomes more familiar Review collected by and hosted on G2.com.
Cloud based system with good stable company, self configuration ability and backed by a good support system. Review collected by and hosted on G2.com.
Initial configuration bugs and policy views are not complete or accurate in some cases. Review collected by and hosted on G2.com.