Our “special” services are additional, unique, special request, and new project services, beyond the support included with our monthly subscription. 

Every agency is unique, so we are often asked to modify and make changes to our software features and reports. We review each request to see if it is unique to one client or universally beneficial; then determine if it should be customized for one or added to the next release for everyone. If it is a unique customization, we will propose a reasonable fee.


  • As-Needed / Upon Request
    • Special, extraordinary, non-standard & unique services.
    • Support services for systems outside of our software.
    • Fixing repetitive user errors, training new personnel, etc.
  • Customization / Modification  
    • Changes to our software or integrations to other systems.
    • We prefer to gather “wish-list” items over time and then release them in the next version for all users.
    • A standard system is easier to support, but of course we will accommodate your special, unique requests!
  • Reporting / Statements
    • Customized reports & statements to fit your requirements.
    • External G/L and system reports may also be customized.

Want to run better, lower costs, and increase profits at your agency?

Contact us!

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