Features & Quick Stats
Key Features
- End-to-end coverage right from CRM through Policy Management to Accounting.
- In-built Document Management, Task Management and Rules.
- In-built Data Analytics platform for slicing and dicing operational data.
Core Business
Providing the product and associated implementation and support services.
How Macaw Agency Management System Helps Independent Agents & Brokers
Spanning across customer relationship, pre-sales, sales, underwriting, servicing, and back-office operations like accounting and reconciliation. Document management, workflow and reporting are all available in one place. A comprehensive customer portal allows 24 X 7 support.
Macaw is best for its flexibility and time to market. However complex the product filing may be, and however frequently they are changed, the underwriting and rating rules as well as referral processes can be quickly deployed in Macaw.
Built in java with a light-weight architecture, Macaw AMS is cloud-based and is expected to cut down the cost per policy to one third after it is fully deployed.
Integrations
Two-way integrations: PayPal, EasyOFAC, RSign, Mailgun, Docmosis
Certifications & Awards
Subscriber Deals
20% discount
Product FAQs
Agency Management System
AMS-Suspense/follow-up tracking?
Yes
AMS-Avg number of users per agency
26-50 users
AMS-Electronic signature feature offered as add-on or through third party
Through an integrated partner/third party
AMS-Direct bill commission download available?
No
AMS-Electronic signature integration?
Yes, through add-on/third party
AMS-Track all user activity?
Yes
AMS-Purge customer data/documents?
Yes
AMS-User customize views for "my" policies?
Yes
AMS-Employee time tracking available?
No
AMS-Personal downloads available?
No
AMS-Custom proposal module?
Yes
AMS-Location/mapping integration?
No
AMS-Support real-time interface for claim inquiries?
No
AMS-Ability to import schedules?
No
AMS-Agency/employee license tracking available?
Yes
AMS-Dashboard feature included?
Yes
AMS-Marketing capabilities native/add-ons/through third party
Native feature
AMS-Integrate with comparative quoting/rating systems?
No
AMS-Tools available for customer self-service
[Client portal, eSignature integration]
AMS-Split/merge customers?
Yes
AMS-Task management?
Yes
AMS-Commercial downloads available?
No
AMS-Boolean searches of data?
Yes
AMS-Open documented API?
Yes
AMS-Track claim activity?
Yes
AMS-System support provided
[Support by email, Support by phone, Training using videos, Training by person virtually]
AMS-Support claim download?
No
AMS-Accounting integrated?
Yes, native
AMS-Split/merge policies between customers?
No
AMS-All data fields available for reporting?
Yes
AMS-Software/platform access
[Native Browser Based, Cloud Hosted Server]
AMS-Reporting on activity data?
Yes
AMS-Document creation capability?
Both proprietary word processing and Microsoft Word
AMS-Document management/scanning features available?
[Drag and drop file attachment]
AMS-Reporting capabilities
[Commission payable reports, Commission receivable reports, Export reports to Excel, Production level reporting, New business reports, Sales production by employee]
AMS-Agency procedures available in system?
No
AMS-Fillable ACORD forms?
No
AMS-Marketing capabilities
[Dashboard specific to marketing and sales, Referral management]
AMS-Data sources available for document merging
[Contact, Policy, Coverage, Claim, Accounting]
AMS-Dashboard customizable by agency role?
Yes
AMS-SMS/Texting integrated?
No
AMS-Scanning/attaching to client file capability?
Yes
AMS-Policy processing workflows?
Yes
AMS-Automatic renewal processing available?
Yes
AMS-Dashboard alert of items past due?
Yes
AMS-Custom activity tracking?
Yes
AMS-System security by role/function?
Yes
AMS-Carrier submission management available?
No
AMS-Fax integration?
No
AMS-VOIP integration?
No
AMS-Custom form capabilities?
No
AMS-Microsoft 365 integration
[Email]
AMS-Reminder notifications/alerts available
[Email, Pop-up]
AMS-Archive customer data/documents?
Yes
AMS-Scanning/attaching to carrier file capability?
Yes
AMS-Accounting features offered
[Third party integration (e.g. QuickBooks), Account Payables, Customer Billing]
AMS-Prioritize/flag notes?
No
AMS-Mobile device access
Yes