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Average Ratings 8 Ratings

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Average Ratings 0 Ratings

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Description

Macaw AMS can be used to sell Insurance. Macaw AMS can be used by brokers, MGAs or MGUs, Program Managers, and Lloyds Coverholders to automate their operations. Macaw AMS was built with a customer-centric approach. It supports CRM, Sales and Underwriting. Customers, producers, and service providers can access self-service portals. Macaw AMS has built-in Document Management and Task Management capabilities. It is equipped with adaptors that allow for integrated and in-flow services such as eSignature, Payments, OFAC checks, Mass Emailing, Computer Telephony, and Mass Emailing, using 3rd Party Services. The data analytics part of Macaw AMS offers powerful data visualization with predefined dashboards, allowing users to easily upload datasets and view dynamic charts for clear, multi-dimensional insights. Interactive, real-time visualizations help uncover trends and insights, driving informed decision-making. Macaw AMS is hosted on cloud and tested for cybersecurity. The database is relational, and the core components of the Java-based application are written in Java. Macaw AMS is capable of processing 500-1000 policies per day at its peak. Macaw AMS is expected reduce per policy costs by 30%.

Description

Experience the industry's only comprehensive and integrated solution designed to revolutionize your quoting and renewal processes. By simplifying intricate and time-consuming tasks, you can fully harness the growth potential of your agency. The configuration, pricing, and quoting processes are vital to any insurance brokerage, yet many brokers continue to depend on outdated, manual workflows that are prone to errors and lead to subpar customer experiences. Zywave CPQ - Benefits stands out as a market leader with its cutting-edge solution that automates crucial steps in a benefits buyer's journey. With insights driven by data, you can configure a variety of benefit options, offering valuable strategic insights for your clients. Enhance the quoting process with immediate access to carrier pricing, accompanied by the ability to create professional, custom-branded proposals. In essence, adopting Zywave CPQ - Benefits empowers you to elevate your sales and service capabilities, ultimately driving significant growth for your agency. This innovative approach not only improves efficiency but also transforms the way brokers interact with their clients, fostering a more satisfying overall experience.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Act-On Yes 
Docusign Yes 
Gmail Yes 
Mailgun Yes 
Microsoft 365 Yes 
Nextiva Yes 
PayPal Yes 
Plaid Yes 
RMail Yes 
Sonant No 
Zywave Sales Cloud No 

Integrations

Act-On No 
Docusign No 
Gmail No 
Mailgun No 
Microsoft 365 No 
Nextiva No 
PayPal No 
Plaid No 
RMail No 
Sonant Yes 
Zywave Sales Cloud Yes 

Pricing Details

Flexible on-request pricing: depends on extent of customization, configuration, integration, data migration and disaster recovery related requirements.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac No 
Linux Yes 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Nest Innovative Solutions

Founded

2011

Country

India

Website

www.nest-is.com

Vendor Details

Company Name

Zywave

Founded

1995

Country

United States

Website

www.zywave.com/sales-cloud/zywave-cpq-eb/

Product Features

Commercial Insurance

Billing & Invoicing Yes 
Broker / Agent Portal Yes 
Claims Management Yes 
Commission Management Yes 
Customer Portal Yes 
Document Management Yes 
Insurance Rating Yes 
Policy Management Yes 
Quote Management Yes 
Reinsurance Administration Yes 
Risk Assessment Yes 
Underwriting Management Yes 

Insurance Agency Management

Claims Management Yes 
Commission Management Yes 
Contact Management Yes 
Document Management Yes 
Insurance Rating Yes 
Life & Health Yes 
Policy Management Yes 
Property & Casualty Yes 
Quote Management Yes 

Insurance Policy

Cancellation Tracking Yes 
Claims Tracking Yes 
Policy Generation Yes 
Policy Issuance Yes 
Policy Processing Yes 
Quotes / Estimates Yes 
Rating Engine Yes 
Reinstatement Tracking Yes 
Reinsurance Administration No 
Renewal Management Yes 
Underwriting Management Yes 

Insurance Underwriting and Rating

Broker / Agent Portal Yes 
Carrier Upload Yes 
Commercial Lines Yes 
Comparative Insurance Rating Yes 
Customer Portal Yes 
For Casualty Insurance Yes 
For Health / Medical Insurance Yes 
For Life Insurance Yes 
For Personal Insurance Yes 
Multi-State Yes 
Multiple Line Rating Yes 

P&C Insurance

Billing & Invoicing Yes 
Broker / Agent Portal Yes 
Claims Management No 
Commission Management No 
Customer Portal Yes 
Document Management Yes 
Insurance Rating Yes 
Marketing Automation No 
Policy Management Yes 
Quote Management Yes 
Reinsurance Administration No 
Underwriting Management Yes 

Product Features

CPQ

2D Drawing No 
3D Modeling No 
Approval Workflow No 
Guided Selling No 
Product Configurator No 
Proposal Generation No 
Quotes / Estimates No 
Renewal Management No 
Self Service Portal No 
eCommerce No 

Insurance Agency Management

Claims Management No 
Commission Management No 
Contact Management No 
Document Management No 
Insurance Rating Yes 
Life & Health No 
Policy Management No 
Property & Casualty No 
Quote Management No 

Insurance Underwriting and Rating

Broker / Agent Portal Yes 
Carrier Upload No 
Commercial Lines No 
Comparative Insurance Rating Yes 
Customer Portal No 
For Casualty Insurance No 
For Health / Medical Insurance Yes 
For Life Insurance No 
For Personal Insurance No 
Multi-State Yes 
Multiple Line Rating Yes 

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