Macaw is an insurance agency management system (AMS) supporting end-to-end processes for MGAs, program managers, brokers and independent agents in P&C lines, covering CRM, sales, underwriting, services, claims and accounting. The platform offers a built-in document and task management system, self-service portals for customers and producers, billing and payments, policy management, reporting and analytics, and more. Macaw also provides ready adaptors for eSignatures, payment gateways, automated email marketing tools, and telephony providers.
The Macaw AMS platform is designed around a customer-centric model, supporting end-to-end processes including pre-sales, sales, servicing and back-office operations within a web-based environment, accessible at any time, from anywhere. Tools such as document management, workflow, analytics and reporting are fully automated, addressing the traditional problems of reconciling across policies and financials. The customer portal, producer portal and carrier portals allow different stakeholders to self-serve and offer round-the clock-support without the involvement of the insurance agency.
Macaw CRM specifically helps the insurance industry by offering a streamlined workflow that moves the prospects through to opportunities, then to quotes, and then ultimately with payment to the policies. Insurers are able to integrate Macaw’s underwriting and rating engines, and Salesforce can be deployed, monitored and compensated. The CRM solution also includes built-in policy servicing and claims tracking features, as well as document management and analytics. Integration with legacy is made possible through pre-built adaptors. All of Macaw’s “digital” pieces are built-in as different portals and mobile apps.