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Macaw Agency Management System Reviews & Product Details

Verified User in Insurance
AI
Small-Business(50 or fewer emp.)
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Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
Business partner of the seller or seller's competitor, not included in G2 scores.
What do you like best about Macaw Agency Management System?

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.

What do you dislike about Macaw Agency Management System?

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.

Recommendations to others considering Macaw Agency Management System:

It is 100% on the job training. Review collected by and hosted on G2.com.

What problems is Macaw Agency Management System solving and how is that benefiting you?

One system for almost everything involved in our business. I can sometimes see what others are doing.

Instead of Lisa, and Sales force there is no crossover. Review collected by and hosted on G2.com.

Macaw Agency Management System Overview

What is Macaw Agency Management System?

Macaw Agency Management System supports the functions and workflows of Insurance Agencies, Brokers and Managing General Agents. The functional areas supported are CRM, Sales, Underwriting, Policy management, Claims recording and tracking, Billing, Payments, Customer self-service and Producer self-service. The front end is responsive and mobile-enabled. The insurance products across lines of business are configurable, and hence easy to change. The Rating and Underwriting capabilities are extremely detailed and flexible. Macaw has a built-in Document Manager, a built-in Analytics Engine and ready adapters for many inter-connected utilities like Payment gateways, Automated email marketing tools and Telephony providers.

Macaw Agency Management System Details
Languages Supported
English
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Product Description

Macaw offers an end to end solution for Insurance value chain right from CRM to Accounting.

How do you position yourself against your competitors?

1) Functional coverage of the complete business flow is available in Macaw with features of a best-in-class CRM and a best-in-class Underwriting Engine. Customers of Macaw can sell easily and effectively, without losing control on different key performance areas.

2) Technology-wise, Macaw is the only enterprise-grade software that is written at the top of open-source community-edition free platform software stack. Customers of Macaw always have a lower total cost of ownership.

3) From ongoing support and product customization perspectives, a flexible and need-based model is adopted. Customers of Macaw can pick and choose how they want the support regime to be crafted and delivered in 24X7 basis.


Seller Details
Year Founded
2011
HQ Location
Kolkata, India
Twitter
@NestInnovative
3 Twitter followers
LinkedIn® Page
www.linkedin.com
47 employees on LinkedIn®

Pradipta P.
PP
Overview Provided by:
CEO and co-founder at Nest Innovative Solutions

Recent Macaw Agency Management System Reviews

HH
Harrison H.Small-Business (50 or fewer emp.)
3.0 out of 5
"Macaw"
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...
TG
Tj G.Small-Business (50 or fewer emp.)
4.0 out of 5
"Good agency management system "
Cloud based system with good stable company, self configuration ability and backed by a good support system.
Verified User
U
Verified UserSmall-Business (50 or fewer emp.)
4.0 out of 5
"good experience"
they make tremendous effort to understand our objectives, offered their experience and feedback to make us examine our processes, very patient si...
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Macaw Agency Management System Media

Macaw Agency Management System Demo - Single Customer View
Complete portfolio of the customer can be viewed at one place along with all previous communications.
Macaw Agency Management System Demo - Opportunity overview screen
Opportunities can be generated by campaigns or created manually.
Macaw Agency Management System Demo - Policy overview screen
Upon user confirmation and/or payment, policies are issued and documents are produced / emailed.
Macaw Agency Management System Demo - Quotation overview screen
A Quotation can be created, modified and finally sent to customer by sharing the link for esign and payment.
Macaw Agency Management System Demo - Invoices and Bills
Invoices and bills are created immediately with specific account heads and can be satisfied. Each one is connected to source policy and its event.
Macaw Agency Management System Demo - Service Request
Service Requests can be logged by customers and can be serviced by internal user upon being routed.
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Have you used Macaw Agency Management System before?
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17 out of 18 Total Reviews for Macaw Agency Management System

3.1 out of 5
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G2 reviews are authentic and verified.
HH
Cloud App Administrator
Small-Business(50 or fewer emp.)
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Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
(Original )Information
What do you like best about 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.

What do you dislike about Macaw Agency Management System?

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.

Recommendations to others considering Macaw Agency Management System:

The NEST team is very responsive and straightforward to work with. For any considering using Macaw i would recommend building out complete business cases with every variation and detail possible. This will allow NEST to properly plan and build the solution required. Review collected by and hosted on G2.com.

What problems is Macaw Agency Management System solving and how is that benefiting you?

Moving all of the system to the cloud allows for easy remote access. We have been able bring some customers into the system to fully service their own policy. We are looking to have a majority of our policies to be self servicing and not require communications with the customer service teams. Macaw has allowed a big step in that direction. Review collected by and hosted on G2.com.

SJ
Account Executive
Small-Business(50 or fewer emp.)
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Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
(Original )Information
What do you like best about Macaw Agency Management System?

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.

What do you dislike about Macaw Agency Management System?

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.

Recommendations to others considering Macaw Agency Management System:

Make sure it isn't prematurely released. Review collected by and hosted on G2.com.

What problems is Macaw Agency Management System solving and how is that benefiting you?

The benefits I can see is now everything is in one place, versus multiple systems. It makes it easier to Navigate. I wish there were more key information that is pertinent to me on the general overview screen so I didn't have to click around so much. It would be nice for the customer to understand how certain things work without me explaining the system. More user friendly. Review collected by and hosted on G2.com.

JC
Mid-Market(51-1000 emp.)
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Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Macaw Agency Management System?

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.

What do you dislike about Macaw Agency Management System?

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.

Recommendations to others considering Macaw Agency Management System:

Not at this time. Review collected by and hosted on G2.com.

What problems is Macaw Agency Management System solving and how is that benefiting you?

For CRES Macaw has provided us a way to streamline new business request and manage renewals. It has also allowed us to give the clients more ability to manage from their end. Review collected by and hosted on G2.com.

Verified User in Insurance
UI
Small-Business(50 or fewer emp.)
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Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Macaw Agency Management System?

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.

What do you dislike about Macaw Agency Management System?

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.

Recommendations to others considering Macaw Agency Management System:

The initial specifications need to be incredibly clear. Then test, test, test...make sure that everything works up to your standards before rolling out the release. Once we released the version we thought was nearly done, more issues came to light that we hadn't caught. Over test since that's always a possibility. Review collected by and hosted on G2.com.

What problems is Macaw Agency Management System solving and how is that benefiting you?

The reports are getting us that data that we need, mostly - looking forward to having the past data from LISA looped in as well, but I know that wasn't a Macaw issue, that was poor planning on our end. Review collected by and hosted on G2.com.

Verified User in Insurance
UI
Small-Business(50 or fewer emp.)
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Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Macaw Agency Management System?

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.

What do you dislike about Macaw Agency Management System?

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.

Recommendations to others considering Macaw Agency Management System:

Growing pains. I guess this could be on our end of expectations and results but I wasn't involved in the specs. Review collected by and hosted on G2.com.

What problems is Macaw Agency Management System solving and how is that benefiting you?

We are a distributed workforce so this allows access for all parties, all over, at most times. I see potential in future use as it becomes more customer friendly and built customized fully. Review collected by and hosted on G2.com.

WF
Mid-Market(51-1000 emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Macaw Agency Management System?

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.

What do you dislike about Macaw Agency Management System?

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.

Recommendations to others considering Macaw Agency Management System:

Use it in need of support when on job very useful communication tool very useful when first starting with a new business and need to become more familiar. Review collected by and hosted on G2.com.

What problems is Macaw Agency Management System solving and how is that benefiting you?

I can easily get an answer for something I don't know when I use this platform to communicate with my manager or others that may need assistance it benefits me in knowledge and support that is always there. Review collected by and hosted on G2.com.

HJ
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite on behalf of seller
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(Original )Information
What do you like best about Macaw Agency Management System?

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.

What do you dislike about Macaw Agency Management System?

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.

Recommendations to others considering Macaw Agency Management System:

Test for a longer period of time before go live Review collected by and hosted on G2.com.

What problems is Macaw Agency Management System solving and how is that benefiting you?

Customer access to their own information Review collected by and hosted on G2.com.

Verified User in Insurance
AI
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Macaw Agency Management System?

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.

What do you dislike about Macaw Agency Management System?

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.

What problems is Macaw Agency Management System solving and how is that benefiting you?

The major problem being solved is having one system to rely on to preform my job duties. The benefit of this is that I am able to work from anywhere I have internet, and one system avoids using a lot of bandwidth. Review collected by and hosted on G2.com.

Verified User in Insurance
UI
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Macaw Agency Management System?

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.

What do you dislike about Macaw Agency Management System?

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.

Recommendations to others considering Macaw Agency Management System:

have experienced employees write specs- makes it much easier on everyone Review collected by and hosted on G2.com.

What problems is Macaw Agency Management System solving and how is that benefiting you?

we are creating an agency management system- we used to use three different system so this one has the components of all three built into one system,. was a huge undertaking fraught with many frustration in the beginning but now that it has been a year we are so happy the effort was worth it Review collected by and hosted on G2.com.

TG
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Macaw Agency Management System?

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.

What do you dislike about Macaw Agency Management System?

Initial configuration bugs and policy views are not complete or accurate in some cases. Review collected by and hosted on G2.com.

What problems is Macaw Agency Management System solving and how is that benefiting you?

Cloud AMS allows distributed workforce. Outsourced solutions allow for no internal IT. Review collected by and hosted on G2.com.