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
Suspense/follow-up tracking?
Yes
Avg number of users per agency
26-50 users
Electronic signature feature offered as add-on or through third party
Through an integrated partner/third party
Direct bill commission download available?
No
Electronic signature integration?
Yes, through add-on/third party
Track all user activity?
Yes
Purge customer data/documents?
Yes
User customize views for "my" policies?
Yes
Employee time tracking available?
No
Personal downloads available?
No
Custom proposal module?
Yes
Location/mapping integration?
No
Support real-time interface for claim inquiries?
No
Ability to import schedules?
No
Agency/employee license tracking available?
Yes
Dashboard feature included?
Yes
Marketing capabilities native/add-ons/through third party
Native feature
Integrate with comparative quoting/rating systems?
No
Tools available for customer self-service
[Client portal, eSignature integration]
Split/merge customers?
Yes
Task management?
Yes
Commercial downloads available?
No
Boolean searches of data?
Yes
Open documented API?
Yes
Track claim activity?
Yes
System support provided
[Support by email, Support by phone, Training using videos, Training by person virtually]
Support claim download?
No
Accounting integrated?
Yes, native
Split/merge policies between customers?
No
All data fields available for reporting?
Yes
Software/platform access
[Native Browser Based, Cloud Hosted Server]
Reporting on activity data?
Yes
Document creation capability?
Both proprietary word processing and Microsoft Word
Document management/scanning features available?
[Drag and drop file attachment]
Reporting capabilities
[Commission payable reports, Commission receivable reports, Export reports to Excel, Production level reporting, New business reports, Sales production by employee]
Agency procedures available in system?
No
Fillable ACORD forms?
No
Marketing capabilities
[Dashboard specific to marketing and sales, Referral management]
Data sources available for document merging
[Contact, Policy, Coverage, Claim, Accounting]
Dashboard customizable by agency role?
Yes
SMS/Texting integrated?
No
Scanning/attaching to client file capability?
Yes
Policy processing workflows?
Yes
Automatic renewal processing available?
Yes
Dashboard alert of items past due?
Yes
Custom activity tracking?
Yes
System security by role/function?
Yes
Carrier submission management available?
No
Fax integration?
No
VOIP integration?
No
Custom form capabilities?
No
Microsoft 365 integration
[Email]
Reminder notifications/alerts available
[Email, Pop-up]
Archive customer data/documents?
Yes
Scanning/attaching to carrier file capability?
Yes
Accounting features offered
[Third party integration (e.g. QuickBooks), Account Payables, Customer Billing]
Prioritize/flag notes?
No
Mobile device access
Yes