--- title: "Macaw Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Macaw Software - reviews, pricing plans, popular comparisons to other Insurance products and more." source_url: "https://www.capterra.com/p/167497/Macaw/" page_type: "product" language: "en" --- # Macaw Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 9, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[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 Overview Updated September 2026 AI summary Macaw is an insurance management platform for small and midsize organizations in the commercial and P&C insurance sectors. It centralizes policy, claims, and commission management, supports document handling and workflow automation, and offers tools for quotes, activity tracking, and insurance rating. Macaw is deployed across web, desktop, and mobile devices, with integrations for enhanced operational connectivity. ## Macaw alternatives Highest Rated [ePayPolicy](https://www.capterra.com/p/198072/ePayPolicy/) [4.9 (258)](https://www.capterra.com/p/198072/ePayPolicy/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 99% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/198072/ePayPolicy/) [4.7 (284)](https://www.capterra.com/p/119068/Jenesis-Software/reviews/) Starting price $70.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [4.2 (142)](https://www.capterra.com/p/70671/Applied-Epic/reviews/) Starting price $1000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 80% of reviewers rated it above 4 stars [0.0](https://www.capterra.com/p/190680/GO-INSUR/#reviews) Starting price $5000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 0% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/167497/Macaw/alternatives/) ## FAQs about Macaw Overview ### Which roles and teams benefit most from Macaw? Macaw is most used by account management and sales teams, business analysts, and insurance or finance operations staff who need faster access to customer, claims, or underwriting information. IT administrators and executives benefit from centralized oversight, while HR and retail managers use it to streamline workflows, reporting, and cross-team coordination. Answer based on 22 reviews Overview ### What company size and specific industries is Macaw built for? Macaw is designed for insurance brokers, especially delegated underwriting authority businesses such as MGAs, MGUs, program managers, underwriting managers, and Lloyd's cover-holders. It is built for organizations in the insurance sector that manage delegated underwriting, making it most relevant to specialized mid-market and enterprise insurance firms. Features and Usability ### What are the key features of Macaw? Macaw offers insurance management tools such as policy management, claims tracking, underwriting management, and rating engine functions. It also includes broker and client portals, workflow management, document management, commission calculations, billing and invoicing, reporting and analytics, access controls, and third-party integrations for connected operations. Integrations ### Which third-party tools and platforms does Macaw integrate with? Macaw integrates with DocuSign, Docusign, Act-On, Docmosis, Google Analytics 360, Mailgun, Microsoft 365, and PayPal. The catalog covers signing, marketing automation, document generation, analytics, email delivery, productivity, and payments. Answer based on 1 reviews Getting Started and Support ### What training and onboarding options does Macaw offer? Macaw provides live online sessions, webinars, documentation, and videos for training. Live online sessions and webinars support guided instruction, while documentation and videos offer self-paced reference materials for learning features and reviewing setup steps as needed. Getting Started and Support ### What customer support options does Macaw offer? Macaw provides Email/Help Desk, Phone Support, and 24/7 Live Rep support. Users report that help can be useful, but some support interactions are slowed by browser library mismatches or data loading issues, and clearing cache can be a hassle during troubleshooting. Answer based on 1 reviews ## Features AI summary Based on 470 Insurance reviews Capterra data shows that buyers of insurance software rank the following features as their top priorities: - **Payment Processing** (**64%** of reviewers rated this feature as critical) - **Insurance Policy Management** (**56%**) - **Policy Management** (**52%**) Macaw includes **Insurance Policy Management** and **Policy Management**, giving insurance teams a way to manage policy details, maintain coverage records, and keep policy workflows organized in one system. However, it does not offer **Payment Processing**. Instead, it provides other important features that reviewers also value, including **Document Management** (**53%**), **Activity Tracking** (**46%**), and **Quotes/Estimates** (**43%**). These features help businesses keep policy files accessible, monitor day-to-day actions, and prepare pricing information efficiently, allowing teams to manage core insurance operations with better visibility and control. 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 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 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 Activity Tracking 3.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Track and document all activities across devices, networks, and other systems Quotes/Estimates 5.0 (1) 200.00% of 1 reviewers that rated this feature as important or highly important Generate quotes or estimates for customers 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 Macaw 75 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Accounting Integration: Integrate with a third-party accounting system - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Broker/Agent Portal: Online portal for brokers/agents to add, edit, update or access required information - Cancellation Tracking: Track cancellations of policies, accounts, orders, appointments, etc. - Case Management: Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process - Claims Management: Process of submitting and following up on claims with insurance companies - Claims Tracking: Process of tracking new and submitted claims and the status of submitted claims - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Commercial: Specialized for organizations who focus on commercial projects and processes - Commission Calculations: Calculate employees' commissions based on certain rules - Commission Management: Tracking, calculating, and paying commissions and earnings to employees - Commissions: Calculating and administering percentages of policy premiums to be paid to sales representatives on closing a deal - Configurable Workflow: Configure existing workflows to meet your organization's needs - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - Customer Accounts: Record customer information, purchase history, and other notes - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customer Portal: A website or login for customers to access information - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Import/Export: Import and export data to and from software applications - Digital Signature: Electronic signing method that validates the authenticity and integrity of a digital document - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Document Templates: Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file - Electronic Payments: Electronically collect payments for goods or services - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - For Insurance Industry: Intended to be used by insurers - Forms Management: Store, manage and track all forms in a centralized location - Insurance Management: Involves selling of insurance solutions, managing policies, handling claims & assessing risk and coverage - Insurance Policy Management: Create, administer and manage insurance policies for various customers and insurance lines - Insurance Policy Processing: Process new insurance policies or modifications to existing policies. - Invoice Management: Captures invoice data and maintains comprehensive records for auditing and reporting purposes - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Life & Health: Businesses operating within the life and health insurance sectors - Lifecycle Management: Manage the end-to-end lifecycle, from initial setup/development to deployment and maintenance - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Policy Issuance: Process of creating insurance policies and assigning them to policyholders - Policy Management: Create, manage, and track policies and procedures within an organization - Property & Casualty: Specialized for companies in property and casualty (P&C) insurance sector - Quotes/Estimates: Generate quotes or estimates for customers - Rating Engine: The calculation of a price/premium based on specific variables. - Referral Tracking: Log and store the source of contacts/leads - Reinstatement Tracking: Track policy reinstatements after policies have been canceled - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Renewal Management: Manage and track the renewal process for various services, subscriptions, contracts, or licenses - Reporting: Empower brands with an intelligent reporting tool and dashborads to provide visibility into number of viewers, likes, number of asked questions, and chat entries, total number of clicks, CTR, and entire stream health - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Risk Assessment: Initiate collection and analysis of known risks - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Secure Login: At least a username and password is required to access the system - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - SSL Security: Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access - Status Tracking: Track the status over time for a request, process, asset, or transaction - Task Management: Create, manage and track all task activities and progression - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Underwriting Management: Manage the review process to determine financial risk on a loan or application - User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks - Workflow Management: 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) 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/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.