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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 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 95, 98, Me, NT, 2000, Vista, and XP
  • 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

Our agency has experienced accelerated growth both in terms of policy count and volume. This is our best year to date since acquiring the agency in 2005. I attribute this success primarily to Special Agent...

I would like to personally thank you for your great product and service.
- Steve Palenscar, Foley & Palenscar Insurance Agency