TrustRadius: an HG Insights company

MACAW CRM

Score8 out of 10

1 Reviews and Ratings

What is MACAW CRM?

MACAW CRM system has been designed exclusively for the insurance sector.

Prospects lead to opportunities, which leads to quotes, which leads to payment to the policies. In insurer requires, the underwriting and rating engines can be added. Salesforce can be deployed, managed and paid for. The policy servicing and claims tracking has been integrated in the system.

The "digital" elements are integrated as various portals and mobile apps. The software has in-built document management and analytics systems. The insurance service provider only needs to tailor its operations to the underlying workflow capabilities, rather than worrying about the normal issues of implementing a generic CRM for the insurance context.

Media

Single Customer Overview Dashboard
Opportunity Dashboard
Quotation Dashboard
Policy Overview Dashboard

1 / 4

A Flexible and Customizable CRM

Use Cases and Deployment Scope

Macaw helps us respond to all of our customers’ data in a single place making it easy to contact and manage.

Pros

  • Blending of CRM within an insurance flow
  • Great Lead Management, Quotation and Underwriting
  • High level support for marketing campaigns and setting up successful content strategies
  • Great support for legacy back-office system

Cons

  • Not very user friendly
  • Configuration with older back-office system is a bit of a hassle
  • Searches and uploads sometimes take a long time

Most Important Features

  • Leads management
  • Quote management
  • Integration with legacy back-office system

Return on Investment

  • Allowed work from home due to its web UI
  • Made using legacy back-office system easier, except for more complex cases
  • Not user friendly and a bit hard to onboard into

Alternatives Considered

HubSpot CRM