G2 Vendor Directory

Macaw Agency Management System vs. SmartOffice

A side-by-side comparison based on G2 review data.

MetricMacaw Agency Management System

by Nest Innovative Solutions

SmartOffice

by Zinnia

Overall rating3.33.7
Review count1828
Ease of use7.77.9
Ease of setup6.78.1
Quality of support8.17.8
Meets requirements7.98.4
NPS-257.692308
Small Business76.5%64.3%
Mid-Market17.6%28.6%
Enterprise5.9%7.1%
Total page views28223
Total LLM citations30467

Macaw Agency Management System

Macaw Agency Management System supports the functions and workflows of Insurance Agencies, Brokers and Managing General Agents. The functional areas supported are CRM, Sales, Underwriting, Policy management, Claims recording and tracking, Billing, Payments, Customer self-service and Producer self-service. The front end is responsive and mobile-enabled. The insurance products across lines of business are configurable, and hence easy to change. The Rating and Underwriting capabilities are extremely detailed and flexible.

Pros

  • Policy Management
  • Workflow Efficiency
  • Efficiency
  • Time Saving
  • Email Integration
  • Ease of Use

SmartOffice

Powerful Practice Management for Agents and Advisors SmartOffice is the only cloud CRM solution designed to help insurance agents and financial advisors deliver unparalleled client service, create trusted relationships, and generate more revenue. Our robust, modular platform addresses your practice’s immediate needs while providing you with the flexibility to add features as your business expands. Core Features • SmartOffice Anywhere lets you access your data anywhere, anytime using any smartphone or tablet.

Pros