Click Here for Demo Information

Agency Management System Requirements


  • Windows 7 or later
  • 32 or 64 bit (Professional or higher)
  • 2 GB RAM minimum
  • 10 GB HDD minimum

File Server and Network *

  • Windows 2008 R2 or later
  • 50 GB HDD minimum **
  • 1 Gigabit Local Network
  • Printer with 8" x 10.5" minimum printable area


  • Local or cloud backup
  • Scanner
  • Fax software (with modem or server)

Unsupported Configurations

  • Windows Vista, 2003, XP or older
  • Windows Starter and Home versions
  • Apple, Novell and Linux
  • Wireless networking
  • Data storage on NAS or external drives

* A separate file server is preferred, but not required for smaller networks.
** Size dependent on agency transaction volume

People are Talking

We LOVE our new system...Really happy we made the switch...can't believe how much more efficient your system is over Vertafore!
- Pam Talanian McGrath, Ralph Talanian Insurance Agency