Macaw

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?

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.

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.

Pros: Be able to add multiple documents at the same time The coverage, activity & endorsement have a description

Cons: The insure services dates are not matching with their retro dates. The client inputs the HW and TC percentage in the app & the box in the credit does not get check which causes the credit not be applied. The mandatory states renewal should be simpler

Pros: Macaw makes it possible to run several reports covering complicated information.

Cons: It is a long process to make changes and updates.

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.

Pros: I like that it can be streamlined for external partners outside of my organization to use.

Cons: Can't go back to a previous screen to get more information (customer name or phone number) without losing info on current page (when creating RM tickets). The customers with the active policy do not populate first, so you have to go into each name on the account, select "Policies" to confirm which is active under the correct name. (This can be timely and the customer is waiting on the phone). Changes and edits often do not save. We regularly need to double-check to ensure edits were made.

Pros: Software is ok. Functionality is there once you know how to use it. Web based so it can be used anywhere with internet available.

Cons: Glitchy. At certain times uploads can take a long time, as can searches. Poor ease of use for clients. Several areas are described poorly or difficult to understand. Wording should be more customer-friendly

Pros: The convenience of having my rating software built into my CRM

Cons: Sometimes the system is slow, and sometimes the system is being worked on early in the mornings, which is when I like to get my work done. Also, it seems that when certain issues are fixed, it causes another issue somewhere else and is never ending.

Pros: It is functional with some problems. Can combine a few other funtions without switching from one program to another.

Cons: Not user friendly. Searches are hard and does not include "city" as a primary field to search.

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.

Pros: Seems to fit well for what an MGA might look for in a software program.

Cons: This isn't set up well to function on the broker market. Wish we could pull certain reports rather than having to filter all the information via excel.

Pros: easy to use, you can navigate it very easily

Cons: the way notice pr task is kept in macaw ,at least for our use , not the best way to read or follow up searching in macaw not fast, and very hard if the name giving is not exact way in the system

Pros: The idea behind the software is fabulous. If everything worked as it was intended, I would have no complaints.

Cons: The fixes to the customization are expensive. Going live was pushed through too early by someone that doesn't have to take calls from our customers.

Pros: Many of the features that are needed are all in one program. Not needing to go to many different programs helps to cut down on issues navigating between everything.

Cons: The amount of instruction or knowledge needed to navigate the site. More time could be spent making items more intuitive or having better instructions.

Pros: I like that it's web based, which allows us to work from home.

Cons: We've been using it for 2 years and my department has had no opportunity to make changes or fixes to the software functionality.

Pros: I retains a lot of policy information involving claims and inquiries

Cons: The reports are useless and much of it never updates.

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

Cons: Many customers says it's not user friendly. The action buttons can be more clear so we get less calls from customers asking what to do next

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.