Insurance Agency Management System

I would like to have an application for my insurance agency. I would like it to mimic in some way standard insurance agency management systems. I have provided some links below. It would need to store customer information, policy information, and I would like it to link to either excel or access database. Also, I would like to be able to export the customer info, like name or vehicle info, to a Word template so that I can send letters. Example: [login to view URL] Also, if possible, I would like to setup the software so that a key would be required to use and install. ## Deliverables Basically, I need this software to store my customers information. This includes contact info, drivers, vehicles, insurance company info, premium info, receipt capabilities, etc. I have attached an example program I would like mirrored in some capacity. I DO NOT want storage internet-based, I would like it to be local, like excel or access driven. Essentially, the program is just a GUI interface to enter the info that will be stored into Access/Excel database, and when searched will reference that database.