Macaw 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Macaw

3.6

(22)

Pricing

Pricing available upon request

About Macaw

Functionality

Macaw AMS is a cloud-hosted Insurance Agency Management platform that supports end to end functions of Brokers, MGAs & Lloyds Coverholders. Both Retail and Wholesale Broking can be supported with Macaw AMS.

Macaw AMS has an in-built CRM.

It supports New Business and Renewals comprehensively.

Highly complex Rating and Underwriting logic can be embedded.

It supports Claims Intimation and Tracking.

It comes with a detailed Billing and Payables component that caters to Carrier Extracts as well.

The system has built-in Document Management System, Rules and Workflow components, and an engine to report, visualize and analyze operational data.
Integrations are available with OFAC checker, Payment Gateway, eSign, email marketing.

Macaw AMS enables the Customers, Producers as well as Carrier Partners to self serve with the help of the specialized portals.

Following are some of the business benefits of using Macaw AMS

Improve efficiency with Single Customer View

This MGA had a portfolio of high-volume and low ticket-size Policies. At renewal, they were used to get a lot of calls that required attention of the customer support team. As a result, a lot of eff...

ort was needed to maintain a good renewal ratio. The customer support team resolved the issue using the single customer view facility of Macaw. This facility enabled the team to get all the data relevant for the customer at one place including the opportunities, quotations, policies, claims, service requests and contact details with a view of the consolidated portfolio. 2. Improve Renewals Ratio with automated campaign One of our Customers had a policy portfolio that was distributed across customer segments and different lines of insurance. Due to heavy competition from aggregators as well as other carriers / brokers, they had to depend heavily on the outgoing calls at the time of renewal and spent a lot of time and effort in the process. With Macaw’s automated renewal process, they could identify the renewals well in advance between 90 and 180 days, they could categorize the renewals into low-touch and manual, they could adopt different channels across the segments (fully digital workflow for the low-touch segment and auto-allocation to customer service agents for manual segment), they could organize drip campaigns by email and sms, and could reduce effort involved by automatic issuance of policies. The renewal ratio could be improved and customer service team was spending less effort. 3. Improve accuracy with in-built underwriting and rating engines One of our Customers, an MGA, had a complex set of products for which the underwriting and rating was manual due to the inherent complexity. This had two implications, key persons were needed to work the quotations and it was very difficult to maintain uniform criteria. With Macaw’s automated underwriting, rating and surplus lines tax and fees components, the MGA could deliver automated underwriting and rating for all its products, resulting in a significant reduction of time to produce a quote. 4. Improve efficiency using integrated invoicing and statement of accounts It takes a lot of effort to execute accounting activities separately from the Agency Management System, possibly through usage of spreadsheets. With Macaw, where the invoicing and commissions processes are fully automated and integrated with the policy management functions, the MGA could achieve the same objectives with lower time and effort. 5. Visualize, assess and report on accumulated information from ops One of our Customers, an MGA, had a process of extracting data / reports from the system, and was manually analysing the same for reporting the business results. This was a significantly complex process requiring significant time. With Macaw’s Explorer facility, which provides the ability to consolidate operational data, to automate reporting and to create visualizations, the MGA could significantly improve.

Macaw Screenshots

Macaw Pricing and Plans

Starting price: Connect with an advisor for pricing

Free Trial

Free Version

Custom

Pricing available upon request

No plan information available

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Macaw Features

Popular features found in Insurance
Activity Tracking
Audit Trail
Contact Management
Document Management
Insurance Rating
Policy Management
Quotes/Estimates
Self Service Portal
Workflow Management
More features of Macaw
Access Controls/Permissions
Accounting
Accounting Integration
Activity Dashboard
Alerts/Notifications
API
Approval Process Control
Billing & Invoicing
Broker/Agent Portal
Cancellation Tracking
Case Management
Claims Management
Claims Tracking
Client Management
Client Portal
Commercial
Commission Calculations
Commission Management
Configurable Workflow
Contact Database
Customer Accounts
Customer Database
Customer Portal
Customizable Branding
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Data Import/Export
Digital Signature
Document Storage
Document Templates
Electronic Payments
Email Management
Email Marketing
For Insurance Industry
Forms Management
Insurance Management
Insurance Policy Management
Insurance Policy Processing
Invoice Management
Lead Management
Lifecycle Management
Life & Health
Marketing Automation
Monitoring
Pipeline Management
Policy Issuance
Property & Casualty
Rating Engine
Referral Tracking
Reinstatement Tracking
Reminders
Renewal Management
Reporting/Analytics
Reporting & Statistics
Risk Assessment
Search/Filter
Secure Login
SSL Security
Status Tracking
Task Management
Third-Party Integrations
Underwriting Management
User Management

Macaw Integrations

Act-On

Google Analytics 360

Docusign

Microsoft 365

Docmosis

Mailgun

See all 7 integrations

Macaw User Reviews

Overall Rating

3.6

Ratings Breakdown

45%

41%

Secondary Ratings

Ease of Use

3.2

Value for money

3.6

Customer support

3.6

Functionality

3.2

Have you used Macaw and would like to share your experience with others?

T.J. G.

Verified reviewer

Insurance

11-50 employees

Used daily for more than 2 years

Review source

Reviewed January 2019

Entire suite for my MGA

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

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

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.

Cons:

Learning the better way to do business. Our old ways were antiquated, but comfortable.

Micheil G.

Verified reviewer

Insurance

11-50 employees

Used daily for more than 2 years

Review source

Reviewed September 2019

Account Specialist

It took a long time to get it to where it needed to be, but now it is pretty efficient. I do wish that changes or updates did not take a long as they do, but understand that it is a process.

Ratings Breakdown

Ease of use

Functionality

Pros:

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

Cons:

Though I now find it user friendly, I do not believe that it is user friendly to the average person. We get a lot of calls generated from clients who are unable to sort it out.

Reasons for switching to Macaw

I was not involved with the decision, but I believe it was a pricing issue as well as wanting to build something that encompassed all elements of our business as opposed to doing a lot of multiple entries.

Samantha J.

Verified reviewer

Insurance

11-50 employees

Used daily for more than 2 years

Review source

Reviewed September 2019

Feedback

Overall experience is our company launched this system 2 years ago, and there has been a lot of progress. But it seems like a never ending road and we employees have to wait months for certain changes to take place. I don't know if that is program costs, meaning too expensive for our company? Above my pay grade. But the system is also up and down. The speed is not always there, and I have high speed internet with full access. I will say, it has gotten better as a user. But our clients still struggle with using it.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

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

Cons:

Not sure if this is an internal problem, but it takes forever for system changes to be made when we have requests. There are still too many clicks/steps to accomplish certain simple tasks. Random issues seem to occur all of the time - payment info disappears, PT ledgers don't work, etc. When one issue is being resolved and fixed, another one occurs it seems. I don't like that I can't work in the early hours of the morning. The system is very slow and doesn't work efficiently until after 7AM. I work as early as 4AM some mornings and need it to be running smoothly.

Chris J.

Verified reviewer

Insurance

11-50 employees

Used daily for more than 2 years

Review source

Reviewed May 2025

Macaw Review

I have a overall well experience with Macaw. It is a very helpful system that makes our company's daily activities very simple.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I am really impressed with the calculations that Macaw can perform. We have a lot of rules and regulations for our rates, and Macaw is able to correctly provide the premium and taxes we need to provide to clients.

Cons:

The main con about Macaw is the wait time for some of the dashboards. Most of the dashboards work provide the reports fast, but there are a couple that require a couple of minutes to provide the report, even with a reasonable size of data.

Vendor Response

Thank you Chris for your review.

Replied May 2025

Verified R.

Verified reviewer

Insurance

11-50 employees

Used daily for more than 2 years

Review source

Reviewed June 2025

Macaw User

Using Macaw has significantly improved productivity and simplified complex tasks. the support team is responsive and knowledgeable. Highly recommend.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Well-designed, easy to learn, makes everyday tasks much more manageable, makes a difference day to day.

Cons:

A few minor bugs at first. Although previous issues were fixed quickly, each new update tends to introduce unexpected bugs.

Samantha J.

Verified reviewer

Insurance

11-50 employees

Used daily for more than 2 years

Review source

Reviewed November 2022

Improvement

It's been a LONG process trying to get Macaw where it needs to be. I've been with the company for 10 years almost and Macaw does offer enhanced features in some regards because it can be customized to our program, but that also has created many delays and some lost features compared to our previous AMS.

Ratings Breakdown

Ease of use

Value for money

Functionality

Pros:

It can be customized to our program.....

Cons:

When one thing requested to be fixed is addressed, another thing or function stops working. It takes weeks if not months to make changes. Our management tells us changes are very costly so they have to prioritize. Certain functions I've been requesting as an Account Executive for years gets the back seat because we need other changes first for other departments. We've been using Macaw since 2017 and it's still not fully functional for my daily use in my opinion. Why is it so expensive to make program changes?

Reasons for switching to Macaw

Management decision

Dana H.

Verified reviewer

Insurance

11-50 employees

Used daily for more than 2 years

Review source

Reviewed November 2022

Good Option for Software Programming

As far as programming for your business goes, I've worked with 4 different programming options & this is probably the best of them - it seems that all companies will over-sell to a degree. Macaw gets closer to hitting the mark and delivering what they say, it just might be a bit delayed. The team is great to work with, though & are highly accepting of criticism, working diligently to address concerns immediately.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Macaw has a base program that you can customize & add features to specific to your company/industry.

Cons:

There are some formatting issues I struggle with that to me seem no-brainers (like formatting monies as currency), that are missing. Special features & updates tend to take longer than anticipated.

Reasons for switching to Macaw

Needed something that was more cumbersome & Macaw is able to check all the boxes & wrap all our needs into a single platform, which has been very helpful.

Harrison H.

Verified reviewer

Insurance

11-50 employees

Used daily for more than 2 years

Review source

Reviewed November 2022

Macaw Review

Overall Macaw is great for being a single application where multiple lines and variations can be completed. The NEST team is always responsive to needs and changes required. Macaw has allowed our company greater flexibility and productivity moving the tools needed into the cloud.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The whole policy process can be completed in one place. From contact/customer management to rating and policy issuance everything can be done in one application

Cons:

Customers can sometimes get stuck or have a bad experience due to mismatch is browser library or data loading issue. While understandable from a programming perspective with updates ect from a customer service perspective it is a hassle to get users to clear their cache.

Felicia H.

Insurance

11-50 employees

Used daily for more than 2 years

Review source

Reviewed November 2022

Macaw

Quoting is good, but overall I do wish there were breadcrumbs for quoting without having to go through all pages

Ratings Breakdown

Ease of use

Value for money

Functionality

Pros:

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

Cons:

Slow, a lot of clicking through pages, shutting down or going slow, can't upload certain docs due to characters and have to resave.

Mary A.

Verified reviewer

Insurance

11-50 employees

Used daily for more than 2 years

Review source

Reviewed September 2019

Processing Insurance renewals with Macaw

I am attempting to reconcile policy history with our carriers. It does not interface with carrier websites like most of the new solfware so everything is manually added. In addition, handling requires multiple touches and it's slow. It is suppose to allow our customer the ability to self service their accounts but only those with extensive computer background can manuever through it. Most of the client interface is so complicated that it always ends in a phone call.

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

I retains a lot of policy information involving claims and inquiries

Cons:

The reports are useless and much of it never updates.

Reasons for switching to Macaw

The switch was made by management to have a software that clients could easily purchase/renew their policies online.

Showing 1 - 10 of 22 Reviews

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