Applied Epic vs Macaw: Which is a better fit?

Our president loves the sales pipeline. It gives him the opportunity to visually SEE what the sales people are doing on a weekly basis which he loves.

Some of the functions are irreversible and at times that can be infuriating. Especially when upstaging to submitted status.

Daniel D

Account Services Representative

I like how robust the software is in organizing client policy information, documents, and the numerous integrations it has with IVANS and insurance carriers which are useful for marketing business.

The Inability to unattach certain attachments incase they were done by mistake or are incorrect. As well as the inability to edit details of certain processed work lines.

Ingrid I

Insurance Doctor

Licenses, regulations, even outstanding fees appear. Amazing for my everyday work.

We were forced to use this software by insurance company. There is no value to agents, only expense.

My favorite thing about EPIC is the marketing platform. I love that you can tailor each submission for each carrier.

Hard to learn, clunky user interface, limited viewing options.

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.

Customers can sometimes get stuck or have a bad experience due to mismatch is browser library or data loading issue.

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

There are some formatting issues I struggle with that to me seem no-brainers (like formatting monies as currency), that are missing.

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

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

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

The reports are useless and much of it never updates.