Macaw Agency Management System

By Nest Innovative Solutions

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3.3 out of 5 stars

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Macaw Agency Management System Reviews & Product Details

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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Macaw Agency Management System Reviews (18)

Reviews

Macaw Agency Management System Reviews (18)

3.3
18 reviews

Review Summary

Generated using AI from real user reviews
Users consistently praise the ease of use and centralized management features of the Macaw Agency Management System, which streamline operations and improve workflow efficiency. Many appreciate the ability to access all necessary information in one place, enhancing productivity. However, some users note issues with system glitches and lag times that can hinder performance.

Pros & Cons

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Yash S.
YS
Full-stack Developer
"Centralized Management with Ease of Use, Resilient with Cloud Potential"
What do you like best about Macaw Agency Management System?

I like the ease of handling and processing policy documents with the Macaw Agency Management System and the reliable backend system like Java it uses. By centralizing the workflow, it has made it significantly easier for agents to sell policies and retain critical data. The ability to export and process information without unnecessary hassle has streamlined operations, resulting in a much smoother and more professional experience for the end customer. The initial setup was pretty easy, and the guides, manuals, and tutorials helped a lot. Review collected by and hosted on G2.com.

What do you dislike about Macaw Agency Management System?

I think it would be the single point of failure. Since everything is done from a single platform, it may have a significant impact if something goes wrong. Review collected by and hosted on G2.com.

HH
Cloud App Administrator
Small-Business (50 or fewer emp.)
"Macaw"
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.

JC
Mid-Market (51-1000 emp.)
"Macaw system 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.

Verified User in Insurance
UI
Small-Business (50 or fewer emp.)
"It's getting there..."
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.

Verified User in Insurance
UI
Small-Business (50 or fewer emp.)
"Potential with frustration. "
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.

WF
Mid-Market (51-1000 emp.)
"SIMPLE! "
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.

HJ
Small-Business (50 or fewer emp.)
"Rough"
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.

Verified User in Insurance
AI
Small-Business (50 or fewer emp.)
"Feedback"
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.

Verified User in Insurance
UI
Small-Business (50 or fewer emp.)
"good experience"
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.

Verified User in Insurance
AI
Small-Business (50 or fewer emp.)
Business partner of the seller or seller's competitor, not included in G2 scores.
"Better than it was, not as good as it needs to be."
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.

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