I can not imagine what it might be missing or what there would be not to like.

I cannot think of a thing I don't like about the program.

The ease of using the software. Technical support is amazing also.

Overall, I am extremely satisfied with Agency Advantage.

I like the way it helps us keep up with renewals and notes on each customer. The payment receipts is also very nice.

Just the lagging of the system and when the internet going slow.

I really like that there are several options to find customers, not just by name. The payment system is very easy, but most importantly, the Reports.

Reliable and easy to use. Great for reconciling commissions.

With the announcement of Agency Advantage merging with Genesis Software I am looking forward to what innovations they will develop to make a great management system even better.

Can't think of anything I don't like. Everything is always working and almost never.

They are the exemplify the best customer service I know.

I love everything about agency advantage. Its easy to use and so easy to learn.

Ability to have all needed insurance policy information for our clients in one place so we are better able to assist them more quickly when they or a Certificate Holder contacts us.

Very easy & user friendly. Excellent customer support.

Greatly appreciated of this software because it allows us to be more efficient in the work place.

I like that it has finally come together and is becoming more user friendly for me and my team.

Great software, to use as a designer and developer or great support app for everyone to teach and learn.

This is impressive for a 20 year old MGA who has to deal with online sales, executive sales, producer sales, underwriting, customer classification, policy administration and claims.

Our users seem to be getting used to and able to navigate easier.

Cloud based solution with customizations for my needs from vendor allowed us to downsize our IT staff and keep on top of cyber trends at a much better ROI.

I like that the company understands insurance & is able to provide feedback about better solutions than what we're able to come up with. The system is also fully-customizable.

Random issues seem to occur all of the time - payment info disappears, PT ledgers don't work, etc.

I do like that we can customize the features we want that cater to our business, since it's so niche. It has come a long way since we first started using the system.

Our management tells us changes are very costly so they have to prioritize.

Not sure if this is an internal problem, but it takes forever for system changes to be made when we have requests.

The cost benefit analysis proved to be true and the platform allowed the business to go 100% virtual.

I like the ability to save documents and keeps notes for years.

The reports are useless and much of it never updates.

I use this tool in my freelance projects, it helps me vizualize everything in real time, and simplifies the process of design, works great for every designer, being a novice or very experienced.

Several areas are described poorly or difficult to understand. Wording should be more customer-friendly.

I like that you can pull reports for renewals,  you can link your phone system to it for ease of calls.

We have been able to combine multiple systems into a single system. By having combining multiple system we are able to save money as well as reduce overhead.

US Dollar

Agency Advantage is an agency management software designed to help businesses streamline customer retention and boost sales, profit and renewals. Key features include document management, quotes/estimates, claims management, cancellation tracking and contact management.

Teams using Agency Advantage can create marketing campaigns to round their accounts, manage the operational and trust accounts with Quickbooks integration, send text messages to individual clients and generate comparative ratings by integrating the platform with various rating applications. Additionally, users can scan documents, photos and other items to the customers' folders, which can be saved for future reference. 

Agency Advantage offers a complete diary system that allows agents to follow up on change requests, letters, notes and more. It is available on monthly subscriptions and support is extended via online inquiry form. 

LongDescription

Cancellation Tracking

Insurance Policy Management

Claims Tracking

Property & Casualty

For Auto Insurance

Contact Management

Billing & Invoicing

Renewal Management

Commission Management

Claims Management

Life & Health

Quotes/Estimates

Reinstatement Tracking

Document Management

Small initial License Fee plus on-going Monthly License Fee.

Self-Employed

2-10

11-50

51-200

Agency Advantage

Live Online

Webinars

Documentation

We are Nest – a company that helps Brokers, MGAs and Program Managers to sell Insurance with our products and components. We believe in simplicity and lower cost per policy. Our customers depend on us to make sure that their systems are available, operational and effective; anytime and anywhere.

One needs a system that is available, complete and capable; and there we become useful; Nest’s Macaw Agency Management System is cloud-based and supports the complete workflow from CRM, underwriting & rating, policy production and servicing, to billing and receivables. It includes a Document Manager, a Workflow processor, adaptors to Digital Signature systems and online Payment Gateways and Bulk Emailing Softwares, and it allows comprehensive customer self-service. With Macaw, the cost per policy is guaranteed to reduce by at least 30%. 

The best part of adopting to our system is our capabilities to do with transformation and support. We work with our Customers’ teams on our Customers’ business problems and work out solutions; then we implement and support. We have never dropped a customer half-way through the implementation, come what may. We look forward to see you in www.nest-is.com and we look forward to demonstrate to you.


Document Templates

User Management

Status Tracking

Insurance Rating

Customizable Reports

Document Storage

Access Controls/Permissions

Activity Tracking

Referral Tracking

SSL Security

Policy Management

Invoice Management

Risk Assessment

Pipeline Management

Customizable Fields

Customer Portal

Self Service Portal

Audit Trail

Configurable Workflow

Lead Management

Email Marketing

Commission Calculations

Client Portal

Workflow Management

Email Management

Activity Dashboard

Alerts/Notifications

Reporting & Statistics

Reminders

Customizable Templates

Accounting Integration

Customizable Branding

Contact Database

Monitoring

Customizable Forms

Client Management

Third-Party Integrations

Task Management

Search/Filter

Case Management

Lifecycle Management

Electronic Payments

Partner Portal

Digital Signature

Ad hoc Reporting

Secure Login

Project Management

Customer Accounts

Disaster Recovery

Customer Database

Insurance Policy Processing

Data Import/Export

Accounting

Lead Generation

Email Distribution

Broker/Agent Portal

Rating Engine

Marketing Automation

Forms Management

Policy Issuance

Underwriting Management

Campaign Management

Policy Generation

Contact Nest Innovative Solutions for detailed pricing information.

Agency Advantage vs Macaw

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