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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

I've had Special Agent for five years. The download has made life so much simpler. I've doubled my volume without having to add staff.
- Jack Connolly, Wedgwood-Crane and Connolly