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Ratings and Reviews 0 Ratings
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Macaw AMSMacaw AMS serves as a robust platform for selling insurance, utilized by brokers, MGAs, MGUs, Program Managers, and Lloyds Coverholders to streamline their business processes effectively. Designed with a focus on customer needs, it encompasses functionalities for CRM, Sales, and Underwriting, providing customers, producers, and service providers with access to user-friendly self-service portals. Additionally, Macaw AMS includes integrated Document Management and Task Management features, along with adaptors for seamless services such as eSignature, Payments, OFAC checks, and Mass Emailing, utilizing third-party solutions. The data analytics capabilities of Macaw AMS deliver advanced data visualization through predefined dashboards, enabling users to upload datasets and explore dynamic charts that offer insightful, multi-dimensional perspectives. With interactive, real-time visualizations, users can identify trends and derive insights that promote well-informed decision-making. Hosted on a secure cloud infrastructure, Macaw AMS is built on a relational database, with its primary Java-based components crafted in Java, allowing for efficient processing of 500-1000 policies daily at peak performance. As a notable benefit, Macaw AMS aims to decrease the per-policy costs by 30%, making it an attractive choice for insurance professionals looking to optimize operations. Ultimately, its comprehensive features and cost-saving potential position Macaw AMS as a transformative solution in the insurance industry.
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What is Money Advice + CRM?
Created and overseen by experienced experts in the financial services industry, this software is the result of over twenty years of specialization in developing applications specifically for the brokerage field in Ireland. It is designed to fulfill the comprehensive office requirements of both large and small enterprises, incorporating features such as marketing strategies, sales processes, advisory services with in-depth needs assessments, cash flow forecasts, compliance measures, an extensive product library, and management of pipelines and commissions. Moreover, it boasts a robust Client Relationship Management system that keeps client profiles and policy details regularly updated in collaboration with a variety of insurers, including Aviva, Aviva Health, BCP Asset Management, Friends First, Irish Life, New Ireland, Royal London, and Standard Life, while also sourcing life protection quotes from all available providers. Money Advice +CRM brings together all essential software tools needed by brokers into one cohesive solution. This allows users to provide competitive price quotes directly on their websites and receive timely email notifications for each inquiry submitted. In light of these features, this integrated system not only streamlines broker operations but also significantly improves client engagement and service provision, leading to a more efficient workflow overall. With its user-friendly interface and comprehensive functionalities, this software is poised to revolutionize how brokers operate in a fast-paced market.
What is EZLynx?
All EZLynx offerings integrate flawlessly with our comparative rater and agency management system, delivering a cohesive platform for users. You can choose to bundle products for improved efficiency or obtain them individually according to the unique needs of your agency. EZLynx provides state-of-the-art insurance software aimed at streamlining your agency’s processes. Whether you opt for a product bundle to enhance productivity or select items separately, each option seamlessly fits into our all-encompassing platform, which adeptly manages customer interactions throughout their entire journey. From instant home and auto quotes available directly on your insurance agency's website to integrated email marketing tools, EZLynx encompasses everything necessary for your operations. The cloud-based setup enables agents to boost both client acquisition and service throughout every phase of the client relationship, ensuring a comprehensive experience. You will find it easy to access all your clients' quotes, policies, and documents in a single, centralized location. By utilizing EZLynx, agencies can witness a remarkable improvement in their operational effectiveness and client satisfaction, ultimately leading to greater success in the competitive insurance market. Embracing these tools can redefine the way you manage your agency and interact with customers.
Integrations Supported
Aline
Axis LMS
Canopy Connect
Dial Your Leads
Nekton.ai
SPLICE Dialog Suite
Simplii
Sonant
vBots
Integrations Supported
Aline
Axis LMS
Canopy Connect
Dial Your Leads
Nekton.ai
SPLICE Dialog Suite
Simplii
Sonant
vBots
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Money Advice
Company Website
www.moneyadvice.ie/
Company Facts
Organization Name
EZLynx
Date Founded
2003
Company Location
United States
Company Website
www.ezlynx.com
Categories and Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Categories and Features
Business Process Management
Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management
Insurance Agency
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management
Insurance Underwriting and Rating
Broker / Agent Portal
Carrier Upload
Commercial Lines
Comparative Insurance Rating
Customer Portal
For Casualty Insurance
For Health / Medical Insurance
For Life Insurance
For Personal Insurance
Multi-State
Multiple Line Rating