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Agency Management System Requirements


  • Windows 10 or newer
  • 32 or 64 bit (Professional or higher)
  • 8 GB RAM minimum
  • 100 GB HDD minimum

File Server and Network *

  • Windows 2012 R2 or newer
  • 100 GB HDD minimum **
  • 1 Gigabit Local Network
  • Printer with 8" x 10.5" minimum printable area


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

Unsupported Configurations

  • Windows Vista, XP, 7, 8 or older
  • Windows Starter and Home versions
  • Windows Server 2003, 2008 or older
  • Apple, Novell and Linux
  • Wireless networking
  • Wide area networking (WAN)
  • 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

While trying to tie up loose ends of a 49 year insurance career, I would be remised if I did not take a moment to say “thank you”. My only regret was that I did not find “Special Agent” earlier for my insurance agency operating system. Over the years I told anyone who might ask, or that I thought your system might be of use to, just how great the system and the people at Special Agent are. Thank you for a great product and for the great service you always rendered to my agency and to Stacy and me.
- Larry Quaglia, Quaglia Insurance Agency