--- title: Macaw Agency Management System Reviews meta_title: 'Macaw Agency Management System Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 18 reviews by the users' company size, role or industry to find out how Macaw Agency Management System works for a business like yours. aggregate_rating: rating_value: 3.3 review_count: 18 scale: '5' date_modified: '2026-08-07' parent_category: name: Insurance url: https://www.g2.com/categories/insurance --- # Macaw Agency Management System Reviews **Vendor:** Nest Innovative Solutions **Category:** [Insurance Agency Management Systems](https://www.g2.com/categories/insurance-agency-management-systems) **Average Rating:** 3.3/5.0 **Total Reviews:** 18 ## About 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 Pros & Cons **What users like:** - Users appreciate the **ease of use** of the Macaw Agency Management System, simplifying policy management and operations significantly. (1 reviews) - Users value the **efficiency** of Macaw Agency Management System, which streamlines workflows and enhances document handling. (1 reviews) - Users value the **email integration** of Macaw Agency Management System, enhancing communication and workflow efficiency for agents. (1 reviews) - Users appreciate the **ease of handling and processing policy documents** with Macaw, enhancing sales and data retention. (1 reviews) - Users appreciate the **time-saving features** of Macaw Agency Management System, enhancing efficiency in handling policy documents. (1 reviews) - Workflow Efficiency (1 reviews) **What users dislike:** - Users are concerned about the **single point of failure** in the Macaw Agency Management System affecting system stability. (1 reviews) ## Macaw Agency Management System Reviews ### 1. Macaw **Rating:** 3.0/5.0 stars **Reviewed by:** Harrison H. | Cloud App Administrator , Small-Business (50 or fewer emp.) **Reviewed Date:** September 25, 2018 **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. **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 **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. **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. ### 2. It's getting there... **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** September 20, 2018 **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. **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. **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. **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. ### 3. Potential with frustration. **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** September 25, 2018 **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. **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. **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. **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. ### 4. Feedback **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** September 20, 2018 **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. **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. **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. ### 5. Better than it was, not as good as it needs to be. **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** August 02, 2018 **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. **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. **Recommendations to others considering Macaw Agency Management System:** It is 100% on the job training. **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. ### 6. Lot's of potential, but can be glitchy **Rating:** 2.5/5.0 stars **Reviewed by:** Janet S. | Owner, Insurance, Mid-Market (51-1000 emp.) **Reviewed Date:** October 24, 2017 **What do you like best about Macaw Agency Management System?** Macaw is letting us overhaul our antiquated management system and bring it into the 21st century. **What do you dislike about Macaw Agency Management System?** Our systems are complicated, and Macaw needs lots of testing. **What problems is Macaw Agency Management System solving and how is that benefiting you?** Our clients will be able to go online and purchase products and manage their accounts. ## Macaw Agency Management System Discussions - [What is Macaw Agency Management System used for?](https://www.g2.com/discussions/what-is-macaw-agency-management-system-used-for) - [View Macaw Agency Management System pricing details and edition comparison](https://www.g2.com/products/macaw-agency-management-system/reviews?filters%5Bnps_score%5D%5B%5D=3§ion=pricing&secure%5Bexpires_at%5D=2026-08-14+13%3A39%3A16+-0500&secure%5Bsession_id%5D=50b746a4-5102-4a72-b658-1051d498592d&secure%5Btoken%5D=008fbca083575e77960fedfbfb625dae7b2ae2e73c6f6008b2fca8e036f4855e&format=llm_user) ## Macaw Agency Management System Features **Administration** - Accounting - Contact Management - Commissions - Sales Tools - Reporting & Statistics - Payment Processing - Email Integration - Task Management - Third-Party Integrations - Accounting Integration - Alerts/Notifications - Calendar Management - Pipeline Management - Commission Management - Email Management - User Management - Forms Management - Invoice Management - Workflow Management - Document Management - Contact Database **Insurance Documentation** - Claims Management - Insurance Policy Management - Invoicing & Receipts - Electronic Signatures - Client Management - Lead Management **Additional Functionality** - Client Portal - Access Controls/Permissions - AI Copilot - Audit Trail - Search/Filter - Commission Calculations - Insurance Rating - Activity Tracking - API - Customizable Templates - Customizable Branding - Document Storage - Property & Casualty - Configurable Workflow - Life & Health - Monitoring - Status Tracking - Customizable Forms - Generative AI - Document Templates - Self Service Portal - Reminders - Customizable Reports - SSL Security - Customizable Fields - Referral Tracking - Quotes/Estimates - Risk Assessment - Email Marketing ## Top Macaw Agency Management System Alternatives - [Applied Epic](https://www.g2.com/products/applied-epic/reviews) - 4.4/5.0 (1,778 reviews) - [AMS360](https://www.g2.com/products/ams360/reviews) - 4.3/5.0 (955 reviews) - [QQCatalyst](https://www.g2.com/products/qqcatalyst/reviews) - 4.4/5.0 (659 reviews)