Macaw Agency Management System

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Macaw© is an insurance platform consisting of more than thirty different components, built over open-source and community-edition platforms.

Macaw© Agency Management System supports end to end business processes for MGAs / Brokers / Independent Agents, spanning across customer relationship management, opportunity management, quotations and underwriting, policy servicing, claims recording and tracking and billing / payments. Customers and producers can do all self-service operations through mobile and web portals. Document management, analytics and workflow components are built-in.

Macaw© works on a blueprint of open source community edition platforms like database, rules engine, application servers and document servers, and it can reduce the cost per policy to one third of a traditional platform.

Key Features

  1. Customer onboarding: on-line / email based / bulk upload / campaigns
  2. Campaign management
  3. Opportunity creation and assignment, development and conversion
  4. Quotation processing (with or without Underwriting & Rating depending upon the intermediary's underwriting authority)
  5. Esignature and collection of policy premium & fees using integration with eSignature and payment gateway provider
  6. Policy bind and document production
  7. Policy servicing transactions like endorsements, noc, cancellation, reinstatement
  8. Claims reporting and tracking
  9. Service requests processing
  10. Risk management case reporting, assignment to law firms, processing and payments
  11. Billing and Payments
  12. Comprehensive set of self-service portals
    • Customer
    • Producer
    • Service Providers
    • Carriers
  13. Reports
  14. Dashboards with data visualization

Key Benefits

  1. Improves customer's engagement in sales and servicing workflow using zero latency portals, resulting in better customer experience and less customer effort.
  2. Improves sales efficiency by facilitating multi-channel distribution with multiple stakeholders being able to get involved in the same transaction.
  3. Improves time to market using rules framework that allows tweaking the product offering in terms of rule and rates easily.


Case Studies