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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 love your product. I think it's easy to use and has all the features you want... The price is great and the service is exceptional!
- Suzanne Rebeiro, Brooklawn Insurance Agency