SmartOffice vs. Macaw Agency Management System

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.

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.