What We Do

Insurance Operations Solutions

Reliable Insurance Support. Stronger Agency Operations.

We help U.S. insurance agencies, brokers, MGAs, and carriers streamline daily operations with experienced Property & Casualty (P&C) insurance professionals. From quoting and policy servicing to renewals and certificates, our team helps reduce workloads, improve turnaround times, and free your staff to focus on clients and business growth.

Insurance Quoting Services

End-to-end support for personal and commercial insurance quoting — from gathering information and preparing applications to submitting quotes to carriers and wholesalers.

Personal Lines

Homeowners Insurance
Renters Insurance
Condo Insurance
Dwelling Fire / Landlord Insurance
Personal Auto Insurance
Personal Umbrella Insurance
Flood Insurance
Motorcycle Insurance
Boat / Watercraft Insurance
RV (Recreational Vehicle) Insurance
Mobile / Manufactured Home Insurance
Personal Articles Floater
Jewelry Insurance
Valuable Items Insurance
Antique and Classic Car Insurance
ATV / UTV Insurance
Trailer Insurance
Snowmobile Insurance
Golf Cart Insurance
Earthquake Insurance

Commercial Lines

Commercial General Liability (GL)
Business Owners Policy (BOP)
Commercial Property Insurance
Workers' Compensation (WC)
Commercial Auto Insurance
Commercial Umbrella Insurance
Excess Liability Insurance
Professional Liability / Errors & Omissions (E&O)
Directors & Officers (D&O) Insurance
Employment Practices Liability Insurance (EPLI)
Cyber Liability Insurance
Commercial Crime Insurance
Inland Marine Insurance
Builders Risk Insurance
Contractors Equipment Insurance
Installation Floater
Business Interruption / Business Income Insurance
Liquor Liability Insurance
Pollution / Environmental Liability Insurance
Garage Liability Insurance
Garagekeepers Liability Insurance
Commercial Trucking Insurance
Motor Truck Cargo Insurance
Trailer Interchange Insurance
Hired and Non-Owned Auto (HNOA)
Surety Bonds — Bid, Performance, and Payment Bonds
Commercial Flood Insurance
Equipment Breakdown Insurance
Fiduciary Liability Insurance
Product Liability Insurance
Medical Malpractice Insurance
Healthcare Professional Liability
Special Events Liability Insurance
Daycare Liability Insurance
Commercial Package Policy (CPP)

Certificate of Insurance (COI) Services

Help agencies manage certificate requests accurately and efficiently.

Standard and master certificate issuance
Certificate revisions and tracking
State-specific certificate requirements

Policy Servicing & Renewals

Keep the policy lifecycle moving — from new business through renewal — with no gaps in administrative support.

New business and renewal processing
Endorsement requests and follow-ups
Policy checking and document verification
Renewal preparation and carrier follow-ups
Missing information tracking and account updates
Daily carrier downloads

Claims & Loss Run Assistance

Support clients throughout the claims process with accurate documentation and timely follow-ups.

Claims documentation support
Valued loss run requests and follow-ups
No Known Loss Letter preparation
Claims status tracking and record updates

Agency Management System (AMS) Support

We support everyday agency workflows across major insurance management platforms, including Agency Matrix, NowCerts, PowerBroker, Nexsure, Ease, Eclipse, AgencyBloc, and Employee Navigator.

Policy data entry and record updates
Document attachment and electronic filing
Carrier download processing
Client and policy information maintenance
Renewal and task tracking

Insurance Accounting Support

Keep your agency's financial records organised with insurance accounting and administrative support tailored to your workflows.

Commission statement tracking and reconciliation support
Premium and payment record updates
Accounts receivable and payable tracking
Agency billing and payment follow-ups
Policy premium and commission data entry
Financial record maintenance and reporting support
Premium financing support through Ascend, Honor Capital, and Capital Premium Finance

ACORD Forms & Supplemental Applications Preparation

We prepare ACORD forms and supplemental applications for submission to insurance carriers and underwriters.

ACORD 125 — Commercial Insurance Application
ACORD 126 — Commercial General Liability Section
ACORD 130 — Workers Compensation Application
ACORD 131 — Excess / Umbrella Application
ACORD 140 — Property Section
Other applicable ACORD forms and carrier-specific supplemental applications

How We Work

Flexible Ways to Work With Us

Choose the engagement model that fits your agency's size, volume, and growth stage.

Dedicated Insurance Professional

Get consistent support from a dedicated team member who works with your agency's processes and priorities.

Task-Based Insurance Support

Outsource specific workloads — such as COIs, quoting, renewals, endorsements, or policy checking — whenever your team needs extra capacity.

Let's Make Your Agency Operations Easier

Spend less time on administrative work and more time serving your clients. Tell us about your agency's workflow, and we'll discuss how Pegasus Solutions can help.

Book a Discovery Call