# Macaw Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Macaw Software - reviews, pricing plans, popular comparisons to other P&C Insurance products and more. Source: https://www.capterra.com/p/167497/Macaw --- # Macaw Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Macaw ## What is Macaw? Macaw AMS is a cloud-hosted Insurance Agency Management Platform that supports end to end functions of Independent Agents, Brokers, MGAs & Lloyds Coverholders. Both Retail and Wholesale Broking can be supported with Macaw AMS. Macaw AMS has an in-built CRM. It supports both New Business and Renewals comprehensively. The Rating and Underwriting logic for the MGAs and Lloyds Coverholders can be built easily using the rules engine. It supports Claims Intimation and Tracking. Last but not the least, it has 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. Essential 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. ## What is Macaw used for? [Insurance](https://www.capterra.com/insurance-agency-software/)[Insurance Rating](https://www.capterra.com/insurance-rating-software/)[Insurance Policy](https://www.capterra.com/insurance-policy-software/) Overall rating Based on 22 user reviews Reviews sentiment Positive 55% Neutral 41% Negative 5% Starting price Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... ## Macaw alternatives Highest Rated [4.9 (247)](https://www.capterra.com/p/198072/ePayPolicy/reviews/) Starting price $25.00 Per User, Per Month [4.7 (283)](https://www.capterra.com/p/119068/Jenesis-Software/reviews/) Starting price $70.00 Per User, Per Month [4.2 (141)](https://www.capterra.com/p/70671/Applied-Epic/reviews/) Starting price $1000.00 Per User, Per Month [3.7 (73)](https://www.capterra.com/p/102928/EZLynx/reviews/) Starting price Contact vendor for pricing [View all alternatives](https://www.capterra.com/p/167497/Macaw/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Policy Management 4.8 (4) 50.00% of 4 reviewers that rated this feature as important or highly important Create, manage, and track policies and procedures within an organization Commission Management 4.3 (3) 133.33% of 3 reviewers that rated this feature as important or highly important Tracking, calculating, and paying commissions and earnings to employees Contact Management 4.3 (3) 66.67% of 3 reviewers that rated this feature as important or highly important Manage, organize, and store contact information Document Management 4.3 (3) 100.00% of 3 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location Workflow Management 4.0 (3) 66.67% of 3 reviewers that rated this feature as important or highly important Create, design and manage workflows for repetitive tasks Insurance Policy Management 4.5 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Create, administer and manage insurance policies for various customers and insurance lines Macaw 73 features Define levels of authorization for access to specific files or systems Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Integrate with a third-party accounting system Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Manage the process of evaluating documents or requests submitted for approval A record of all activities within the system, including user access, changes made, etc. Create, manage, and send invoices or bills to customers Online portal for brokers/agents to add, edit, update or access required information Track cancellations of policies, accounts, orders, appointments, etc. Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process Process of submitting and following up on claims with insurance companies Process of tracking new and submitted claims and the status of submitted claims Manage contact details and communication with clients Private online space that lets businesses securely share documents and provide information access to clients Specialized for organizations who focus on commercial projects and processes Calculate employees' commissions based on certain rules Tracking, calculating, and paying commissions and earnings to employees Configure existing workflows to meet your organization's needs Centralized database of stakeholders and their contact information such as names, address, phone number etc. Manage, organize, and store contact information Record customer information, purchase history, and other notes A collection of customer information such as contact details, demographics, previous interactions, etc. A website or login for customers to access information Add customized logos and colors to align with company branding Customize data fields to support various needs and use cases Customize contracts and forms to collect specific information Alter the layout and content of reports Pre-designed layouts that can be customized to match preferences and requirements Import and export data to and from software applications Electronic signing method that validates the authenticity and integrity of a digital document Store, manage, and track all electronic documents in a centralized location Store and organize documents in a centralized system Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file Electronically collect payments for goods or services Manage, store and organize emails within the system or via third-party apps Create and send email blasts/campaigns Intended to be used by insurers Store, manage and track all forms in a centralized location Involves selling of insurance solutions, managing policies, handling claims & assessing risk and coverage Create, administer and manage insurance policies for various customers and insurance lines Process new insurance policies or modifications to existing policies. Captures invoice data and maintains comprehensive records for auditing and reporting purposes Store information about leads or contacts and track, manage and nurture them throughout the sales process Businesses operating within the life and health insurance sectors Manage the end-to-end lifecycle, from initial setup/development to deployment and maintenance Automate workflows and trigger campaigns based on customer actions Observe and track the demand, usage, progress or quality of a system, product, or user Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. Process of creating insurance policies and assigning them to policyholders Create, manage, and track policies and procedures within an organization Specialized for companies in property and casualty (P&C) insurance sector Generate quotes or estimates for customers The calculation of a price/premium based on specific variables. Log and store the source of contacts/leads Track policy reinstatements after policies have been canceled Timed notification for any upcoming task, deadline, appointment, or activity Manage and track the renewal process for various services, subscriptions, contracts, or licenses Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Initiate collection and analysis of known risks Search and filter data across systems to locate required information by entering keywords or certain criteria At least a username and password is required to access the system Online portal through which end users can access the system, manage tasks, or obtain information Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access Track the status over time for a request, process, asset, or transaction Create, manage and track all task activities and progression Set up connections to third-party platforms to improve business processes Manage the review process to determine financial risk on a loan or application Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 3.2 (22) 3.2 Based on 22 reviews ## Pricing Value for money 3.6 (15) ### Starting price Free trial available Value for money 3.6 (15) 3.6 Based on 15 reviews ## Integrations [ PayPal](https://www.capterra.com/p/207944/PayPal/)[ Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)[ Docusign](https://www.capterra.com/p/121506/Docusign/)[ Google Analytics 360](https://www.capterra.com/p/177042/Google-Analytics/)[ Act-On](https://www.capterra.com/p/103468/Act-On/)[ Mailgun](https://www.capterra.com/p/159630/Mailgun/)[ Docmosis](https://www.capterra.com/p/142578/Docmosis/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 3.6 (14) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 3.6 (14) 3.6 Based on 14 reviews ## User reviews Overall rating 3.6 Based on 22 reviews Filter by rating 5(2) 4(10) 3(9) 2(1) 1(0) Mentioned topic Sorted by most recent VR Verified R. Senior Business Analyst Insurance ### "Macaw User" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 6, 2025 Using Macaw has significantly improved productivity and simplified complex tasks. the support team is responsive and knowledgeable. Highly recommend. 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. CJ Chris J. Business Analyst Insurance ### "Macaw Review" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 May 27, 2025 I have a overall well experience with Macaw. It is a very helpful system that makes our company's daily activities very simple. 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor May 28, 2025 Thank you Chris for your review. FH Felicia H. Account Specialist Insurance ### "Macaw" 3.0 Overall Rating 3.0 3.0 Ease of Use 2.0 2.0 Features 3.0 3.0 Customer Service 0.0 0.0 Likelihood to Recommend 3/10 November 14, 2022 Quoting is good, but overall I do wish there were breadcrumbs for quoting without having to go through all pages 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. Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. SJ Samantha J. Account Executive Insurance ### "Improvement" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 2.0 2.0 Customer Service 0.0 0.0 Likelihood to Recommend 5/10 November 12, 2022 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. 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? Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. DH Dana H. Sr Underwriter Insurance ### "Good Option for Software Programming" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 November 11, 2022 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. 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. HH Harrison H. Cloud Administrator Insurance ### "Macaw Review" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 November 9, 2022 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. 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. CC Catherine C. Associate Account Specialist Insurance ### "Macaw" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 3.0 3.0 Likelihood to Recommend 5/10 September 23, 2019 I feel like for the average person it is a little complicated trying to get a quote or renew their policy 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 Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. JS Janet S. HR Business Partner Insurance ### "Functional tool for complicated tasks" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 0.0 0.0 Likelihood to Recommend 5/10 September 18, 2019 I use Macaw to generate monthly and weekly sales and commissions reports. The reports are easy to run and analyze. Pros Macaw makes it possible to run several reports covering complicated information. Cons It is a long process to make changes and updates. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. MG Micheil G. Lead account specialist Insurance ### "Account Specialist" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 2.0 2.0 Customer Service 0.0 0.0 Likelihood to Recommend 4/10 September 18, 2019 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. 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. Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) 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. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. KM Katonya M. REALAX Analyst Insurance ### "Areas od Opportunity" 3.0 Overall Rating 3.0 3.0 Ease of Use 2.0 2.0 Features 2.0 2.0 Customer Service 0.0 0.0 Likelihood to Recommend 3/10 September 18, 2019 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. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/167497/Macaw/reviews/) Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)